Our Cresset Team

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

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Vanessa Ramich

Vanessa Ramich

Managing Director, Wealth Advisor
Raquel Ramirez

Raquel Ramirez

Managing Director, Marketing Content & Collateral
Heather Ramsey

Heather Ramsey, CFA

Director, Investment Operations & Trading
Chad Recht Featured Image

Chad Recht

Managing Director, Head of Investment and Data Technology
Nikolas Reed

Nikolas Reed

Associate Director, Private Wealth Client Services
Lisa Rickman

Lisa Rickman, CPA

Associate Director, Trust Services
Lenet Rivas

Lenet Rivas

Associate Director, Wealth Advisor
Joey Rizza

Joey Rizza

Associate, Private Wealth Client Services
James Robbins

Jim Robbins, CIMA®

Executive Managing Director
Chase Rodawig 700x425 1

Chase Rodawig

Director, Wealth Advisor
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
Jason Ross

Jason Ross

Managing Director, Cresset Real Estate Partners
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
Jack Sawyer Full Rez

Jack Sawyer, J.D.

Managing Director, Wealth Advisor
Hanley Sayers

Hanley Sayers

Managing Director, Wealth Advisor
Chris Schlatter

Chris Schlatter

Director, Wealth Advisor
Lacey Schoenbachler

Lacey Schoenbachler

Associate 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