Our Cresset Team

Meet the wealth advisors and family office services team dedicated to serving your needs.

Schedule a Call

Angela Raitzin, CFP^®, CEPA, CRPC^®

Managing Director, Wealth Advisor

Vanessa Ramich

Managing Director, Wealth Advisor

Raquel Ramirez

Managing Director, Marketing Content & Collateral

Heather Ramsey, CFA

Director, Investment Operations & Trading

Chad Recht

Managing Director, Head of Investment and Data Technology

Nikolas Reed

Associate Director, Private Wealth Client Services

Lisa Rickman, CPA

Associate Director, Trust Services

Lenet Rivas

Associate Director, Wealth Advisor

Joey Rizza

Associate, Private Wealth Client Services

Jim Robbins, CIMA^®

Executive Managing Director

Chase Rodawig

Director, Wealth Advisor

Maria Rogers

Associate, Private Wealth Client Services

Gia Llorin Rojas

Director, Private Wealth Client Services

Alyssa Rosendahl, J.D., CTFA

Director, Trust Services

Jason Ross

Managing Director, Cresset Real Estate Partners

Tim Ross, CFA, CFP^®

Managing Director, Investments

John Sarabia, CFP^®

Associate Director, Wealth Advisor

Marc Sato

Managing Director, People and Culture

Jack Sawyer, J.D.

Managing Director, Wealth Advisor

Hanley Sayers

Managing Director, Wealth Advisor

Chris Schlatter

Director, Wealth Advisor

Lacey Schoenbachler

Associate Director, Private Wealth Client Services

Eric H. Schoener, CFP^®, CIMA^®

Managing Director, Wealth Advisor

John Schriver, CFA, CAIA

Managing Director, Wealth Advisor

Start Your Journey Here

Services

Resources

Cresset

Subscribe to Cresset's Newsletters

By providing your email address, you consent to receive messages from Cresset regarding our services. View our Privacy Policy.

Chicago | Atlanta | Austin | Charlotte | Dallas | Denver | Greenwich | Houston | Kalamazoo | Los Angeles | Menlo Park | Minneapolis | Naples | Nashville | New York City | Phoenix | San Francisco | Santa Barbara | Sioux Falls | Tulsa | Washington D.C. | West Palm Beach

© 2024 Cresset Capital

Cookie Preferences

Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.