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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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Oliver Rose, CEPA
Founder, Cresset Catalyst & Head of Strategy, Family Office Services
Whitney Webb
Managing Director, Head of Family Governance
Kirk Rimer
Executive Managing Director
Kelly Downs, CFP
®
Regional Managing Director, East Region
Oleg Ikhelson, JD, CPA
Managing Director, Head of Tax
Cathy Rieder
Managing Director, Digital Experience
Sam Katzman
Executive Managing Director, Wealth Advisor
David Arizini
Senior Managing Director, Wealth Advisor
Doug Raetz
Co-President, Cresset Sports & Entertainment
Heather Goodman
Co-President, Cresset Sports & Entertainment
Corey Kelly
Director, Wealth Advisor
Sarah Adams
Managing Director, Deputy General Counsel
Ginny Adcock
Associate, Marketing
John Allen, CFP
®
Director, Wealth Planner
Savannah Andersen, CFP
®
Managing Director, Head of Strategy
Michael Anderson
Associate
Katherine Archer
Director
Taylor Arnwine
Associate, Private Wealth Client Services
Jill Asrael, CPA
Managing Director, Wealth Advisor
Serina Awadalla, CFP
®
Associate Director, Wealth Advisor
Jon Baldwin
Managing Director, Chief Information Security Officer
Beth Barrett Lawther, CFA, CEPA
Managing Director, Wealth Advisor
Colton Barron
Associate, Trading
Ben Bates
Managing Director, Private Markets
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What Is a Multi-Family Office?
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