Skip to content
Login
About
Our Story
Awards
Breakaway Advisors
Careers
Office Locations
Team
All Team
Leadership Team
Family Office
Family Office Services
Entrepreneurs
Early Founders
Pro Athletes & Entertainers
Wealth Management
Events
Resources
Insights
Market Update
Exit Planning
Family Office Guide
What Is a Multi-Family Office?
Contact Us
Menu
Close
About
Our Story
Awards
Breakaway Advisors
Careers
Office Locations
Team
All Team
Leadership Team
Family Office
Family Office Services
Entrepreneurs
Early Founders
Pro Athletes & Entertainers
Trust Services
Wealth Management
Events
Resources
All Articles
Insights
Market Update
News
Exit Planning
Family Office Knowledge Base
What Is a Multi-Family Office?
Request Free Chapter
All Articles
Insights
Market Update
News
Exit Planning
Family Office Knowledge Base
What Is a Multi-Family Office?
All Articles
Insights
Market Update
News
Exit Planning
Family Office Knowledge Base
What Is a Multi-Family Office?
Contact Us
About
Our Story
Awards
Breakaway Advisors
Careers
Office Locations
Team
All Team
Leadership Team
Family Office
Family Office Services
Entrepreneurs
Early Founders
Pro Athletes & Entertainers
Trust Services
Wealth Management
Events
Resources
All Articles
Insights
Market Update
News
Exit Planning
Family Office Knowledge Base
What Is a Multi-Family Office?
Request Free Chapter
All Articles
Insights
Market Update
News
Exit Planning
Family Office Knowledge Base
What Is a Multi-Family Office?
All Articles
Insights
Market Update
News
Exit Planning
Family Office Knowledge Base
What Is a Multi-Family Office?
Contact Us
Contact
Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an Introduction
Nikolas Reed
Associate Director, Private Wealth Client Services
Lisa Rickman, CPA
Director, Trust Services
Max Ripans
Associate, Investment Analyst
Joey Rizza
Associate, Private Wealth Client Services
Jim Robbins, CIMA
®
Executive Managing Director
Maria Rogers
Associate, Private Wealth Client Services
Gia Llorin Rojas
Director, Private Wealth Client Services
Alyssa Rosendahl, J.D., CTFA
Director, Trust Services
Tim Ross, CFA, CFP
®
Managing Director, Investments
John Sarabia, CFP
®
Associate Director, Wealth Advisor
Marc Sato
Managing Director, People and Culture
Hanley Sayers
Managing Director, Wealth Advisor
Chris Schlatter
Managing Director, Wealth Advisor
Lacey Schoenbachler
Director, Private Wealth Client Services
Eric H. Schoener, CFP
®
, CIMA
®
Managing Director, Wealth Advisor
John Schriver, CFA, CAIA
Managing Director, Wealth Advisor
Jake Schwinn, CFA
Managing Director, Wealth Advisor
Kevin Sedwick
Managing Director, Investments
Eddie Segura
Associate, Investment Analyst
Aaron Self
Associate, Wealth Advisor
Zach Senft
Associate Director, Trading
Isabel Sepulveda, CFP
®
Associate Director, Wealth Advisor
LeAnn Shea, MBA
Director, Private Wealth Client Services
Maggie Shriver
Director, Private Wealth Client Services
Previous
Page
1
…
Page
10
Page
11
Page
12
Page
13
Page
14
Page
15
Next
About
Our Story
Awards
Breakaway Advisors
Careers
Office Locations
Team
All Team
Leadership Team
Family Office
Family Office Services
Entrepreneurs
Early Founders
Pro Athletes & Entertainers
Trust Services
Wealth Management
Events
Resources
All Articles
Insights
Market Update
News
Exit Planning
Family Office Knowledge Base
What Is a Multi-Family Office?
Contact Us
Login