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Our Cresset Team

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

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Jake Schwinn

Jake Schwinn, CFA

Managing Director, Wealth Advisor
Kevin Sedwick

Kevin Sedwick

Managing Director, Investments
Zach Senft

Zach Senft

Associate Director, Investment Operations
LeAnn Shea

LeAnn Shea, MBA

Director, Private Wealth Client Services
Peter Sherlock

Peter Sherlock

Managing Director, Wealth Advisor
Maggie Shriver

Maggie Shriver

Director, Private Wealth Client Services
Patrick Siering

Patrick Siering, MBA

Managing Director, Wealth Advisor
Ryan Siewert

Ryan Siewert, CFP®, CEPA

Director, Wealth Advisor
Sarah Simon

Sarah Simon, J.D.

Managing Director, Wealth Advisor
Caleb Sine

Caleb Sine

Director, Chief of Staff
Jimmy Sioris

Jimmy Sioris, MBA

Managing Director, Wealth Advisor
Jessica Sirotkin

Jessica Sirotkin

Associate Director, Operations Manager
Alex Smith 700x425 1

Alex Smith

Managing Director, Wealth Advisor
Nathan Snodgrass

Nathan Snodgrass, CFA, CFP®

Managing Director, Wealth Advisor
Kenny Sorosky

Kenny Sorosky

Managing Director, Wealth Advisor
Karen Sotallaro

Karen Sotallaro, CFP®, CRPS®

Director, Wealth Advisor
Gus Spaulding

Gus Spaulding, CEPA

Managing Director, Wealth Advisor
Madison Spiegel

Madison Spiegel

Director, Lifestyle Services
Tami St. Francis

Tami St. Francis

Associate Director, Private Wealth Client Services
Holly Stallons

Holly Stallons

Director, Risk Management
Jack Stinn

Jack Stinn

Associate Director, Wealth Advisor
Nathan Stoker

Nathan Stoker, CFP®, CSRIC®

Associate Director, Wealth Advisor
Chris Stout

Chris Stout

Managing Director, Wealth Advisor
Adam Strauss

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.

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