Our Cresset Team

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

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Jake Schwinn, CFA

Managing Director, Wealth Advisor

Kevin Sedwick

Managing Director, Investments

Zach Senft

Associate Director, Investment Operations

LeAnn Shea, MBA

Director, Private Wealth Client Services

Peter Sherlock

Managing Director, Wealth Advisor

Maggie Shriver

Director, Private Wealth Client Services

Patrick Siering, MBA

Managing Director, Wealth Advisor

Ryan Siewert, CFP^®, CEPA

Director, Wealth Advisor

Sarah Simon, J.D.

Managing Director, Wealth Advisor

Caleb Sine

Director, Chief of Staff

Jimmy Sioris, MBA

Managing Director, Wealth Advisor

Jessica Sirotkin

Associate Director, Operations Manager

Alex Smith

Managing Director, Wealth Advisor

Nathan Snodgrass, CFA, CFP^®

Managing Director, Wealth Advisor

Kenny Sorosky

Managing Director, Wealth Advisor

Karen Sotallaro, CFP^®, CRPS^®

Director, Wealth Advisor

Gus Spaulding, CEPA

Managing Director, Wealth Advisor

Madison Spiegel

Director, Lifestyle Services

Tami St. Francis

Associate Director, Private Wealth Client Services

Holly Stallons, CAPI, CPRIA

Director, Risk Management

Jack Stinn

Associate Director, Wealth Advisor

Nathan Stoker, CFP^®, CSRIC^®

Associate Director, Wealth Advisor

Chris Stout

Managing Director, Wealth Advisor

Adam Strauss

Managing Director, Wealth Advisor

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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.