Our Cresset Team

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

Caleb Sine

Managing Director, Head of Family Office Operations

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^®

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

Phil Strohm, MSFS

Managing Director, Wealth Advisor

Cayla Surovsky

Associate, Family Governance

Todd Tautfest

Managing Director, Wealth Advisor

Matt Teich, CFA, CFP^®

Managing Director, Wealth Advisor

Michael Texido

Managing Director, Wealth Advisor

Jilian Tobaben

Associate Director, Private Wealth Client Services

Diane Tobin

Managing Director, Operations

Josh Togger

Associate Director, Wealth Advisor

Michelle Trivers

Director, Private Wealth Client Services

Cady Troester, J.D., CTFA

Director, Trust Services

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Cresset refers to Cresset Capital Management, Peakline 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. Peakline 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 Peakline Partners, LLC, are SEC registered investment advisors.