Our Cresset Team

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

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Phil Strohm, MSFS

Managing Director, Wealth Advisor

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

Julian Turosienski, CFP^®

Associate, Wealth Advisor

Marina van Steen

Associate Director, Wealth Advisor

Catherine Vasquez

Associate Director, Private Wealth Client Services

Lillian Vassilatos

Director, Private Wealth Client Services

Camille Vukodinovich CFP^®, ABFP®

Director, Wealth Advisor

Ryan Walker, CFA

Managing Director, Wealth Advisor

Jamie Wall

Director, Private Wealth Client Services

Lori Wallace, MBA

Managing Director, Investments

Bing Wang

Director, Fund Accounting

Catherine Ward

Associate Director, Private Wealth Client Services

Stephen P. Wathen

Managing Director, Client Services

Lauren Watson, CPA, CFP^®, CPWA^®, CEPA

Director, Wealth Advisor

John Wattles

Associate, Wealth Advisor

Brad Weller, J.D.

Executive Managing Director, Chief Fiduciary Officer at The Connable Office

Ted Werthman

Managing Director, Investment Strategy

Brandon Williams

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.