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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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Phillip Strohm

Phil Strohm, MSFS

Managing Director, Wealth Advisor
Todd Tautfest

Todd Tautfest

Managing Director, Wealth Advisor
Matt Teich

Matt Teich, CFA, CFP®

Managing Director, Wealth Advisor
Michael Texido

Michael Texido

Managing Director, Wealth Advisor
Jilian Tobaben

Jilian Tobaben

Associate Director, Private Wealth Client Services
Diane Tobin

Diane Tobin

Managing Director, Operations
Josh Togger

Josh Togger

Associate Director, Wealth Advisor
Michelle Trivers

Michelle Trivers

Director, Private Wealth Client Services
Julian Turosienski

Julian Turosienski, CFP®

Associate, Wealth Advisor
Marina van Steen

Marina van Steen

Associate Director, Wealth Advisor
Catherine Vasquez

Catherine Vasquez

Associate Director, Private Wealth Client Services
Lillian Vassilatos

Lillian Vassilatos

Director, Private Wealth Client Services
Camille Kroncke 700x425 1

Camille Vukodinovich CFP®, ABFP®

Director, Wealth Advisor
Ryan Walker

Ryan Walker, CFA

Managing Director, Wealth Advisor
Jamie Wall

Jamie Wall

Director, Private Wealth Client Services
Lori Wallace 700x425 1

Lori Wallace, MBA

Managing Director, Investments
Bing Wang

Bing Wang

Director, Fund Accounting
Cathy Ward

Catherine Ward

Associate Director, Private Wealth Client Services
Steve Wathen

Stephen P. Wathen

Managing Director, Client Services
Lauren Watson

Lauren Watson, CPA, CFP®, CPWA®, CEPA

Director, Wealth Advisor
John Wattles

John Wattles

Associate, Wealth Advisor
Bradley Weller

Brad Weller, J.D.

Executive Managing Director, Chief Fiduciary Officer at The Connable Office
Ted Werthman

Ted Werthman

Managing Director, Investment Strategy
Brandon Williams

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.

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