Our Cresset Team

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

Nikolas Reed

Nikolas Reed

Associate Director, Private Wealth Client Services
Lisa Rickman

Lisa Rickman, CPA

Director, Trust Services
Max Ripans

Max Ripans

Associate, Investment Analyst
Joey Rizza

Joey Rizza

Associate, Private Wealth Client Services
James Robbins

Jim Robbins, CIMA®

Executive Managing Director
Maria Rogers

Maria Rogers

Associate, Private Wealth Client Services
Gia Llorin Rojas

Gia Llorin Rojas

Director, Private Wealth Client Services
Alyssa Rosendahl

Alyssa Rosendahl, J.D., CTFA

Director, Trust Services
Tim Ross

Tim Ross, CFA, CFP®

Managing Director, Investments
John Sarabia

John Sarabia, CFP®

Associate Director, Wealth Advisor
Marc Sato

Marc Sato

Managing Director, People and Culture
Hanley Sayers

Hanley Sayers

Managing Director, Wealth Advisor
Chris Schlatter

Chris Schlatter

Managing Director, Wealth Advisor
Lacey Schoenbachler

Lacey Schoenbachler

Director, Private Wealth Client Services
Eric Schoener

Eric H. Schoener, CFP®, CIMA®

Managing Director, Wealth Advisor
John Schriver

John Schriver, CFA, CAIA

Managing Director, Wealth Advisor
Jake Schwinn

Jake Schwinn, CFA

Managing Director, Wealth Advisor
Kevin Sedwick

Kevin Sedwick

Managing Director, Investments
Eddie Segura

Eddie Segura

Associate, Investment Analyst
Aaron Self

Aaron Self

Associate, Wealth Advisor
Zach Senft

Zach Senft

Associate Director, Trading
Isabel Sepulveda

Isabel Sepulveda, CFP®

Associate Director, Wealth Advisor
LeAnn Shea

LeAnn Shea, MBA

Director, Private Wealth Client Services
Maggie Shriver

Maggie Shriver

Director, Private Wealth Client Services