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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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Chris Demonte

Christopher J. DeMonte, CFA

Managing Director, Wealth Advisor
Oliver Rose

Oliver Rose, CEPA

Founder of Cresset Catalyst
Jon Crow

Jon Crow, MBA, CPA, CTFA

Regional Managing Director, West Region & President, Cresset Trust Company
Vimala Snow

Vimala Snow

Managing Director, Head of Wealth Strategy
Whitney Webb

Whitney Webb

Managing Director, Head of Family Governance
Kelly Downs

Kelly Downs, CFP®

Regional Managing Director, East Region
Oleg Ikhelson

Oleg Ikhelson, J.D., CPA

Managing Director, Head of Tax
Cathy Rieder

Cathy Rieder

Managing Director, Digital Experience
Sam Katzman 700x425 1

Sam Katzman

Executive Managing Director, Wealth Advisor
David Arizini

David Arizini

Senior Managing Director, Wealth Advisor
Doug Raetz 700x425 1

Doug Raetz

Co-President, TRUE Cresset Sports + Entertainment
Heather Goodman 700x425 1

Heather Goodman

Co-President, TRUE Cresset Sports + Entertainment
Corey Kelly 700x425 1

Corey Kelly

Director, Marketing
Will Acuff

Will Acuff, CFP®

Associate Director, Wealth Advisor
Ginny Adcock

Ginny Adcock

Associate, Marketing
John Allen

John Allen, CFP®

Director, Wealth Planner
Savannah Andersen

Savannah Andersen, CFP®

Director, National Advisor Strategy and Management
Michael Anderson

Michael Anderson

Associate
Katherine Archer

Katherine Archer

Director
Arnwine Taylor 700x425 1

Taylor Arnwine

Associate, Private Wealth Client Services
Jill Asrael

Jill Asrael, CPA

Managing Director, Wealth Advisor
Serina Awadalla

Serina Awadalla, CFP®

Associate Director, Wealth Advisor
Suzanne Babin

Suzanne Babin

Director, Reporting & Operational Due Diligence
Jon Baldwin

Jon Baldwin

Managing Director, Chief Information Security Officer

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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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