Our Cresset Team

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

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Oliver Rose, CEPA

Head of Strategy, Family Office Services & Founder, Cresset Catalyst

Jon Crow, MBA, CPA, CTFA

Executive Managing Director, Head of Client Advisory Services

Vimala Snow

Managing Director, Head of Family Office Services

Whitney Webb

Managing Director, Head of Family Governance

Kelly Downs, CFP^®

Regional Managing Director, East Region

Oleg Ikhelson, J.D., 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, Marketing

Will Acuff, CFP^®

Associate Director, Wealth Advisor

Ginny Adcock

Associate, Marketing

John Allen, CFP^®

Director, Wealth Planner

Savannah Andersen, CFP^®

Director, National Advisor Strategy and Management

Michael Anderson

Katherine Archer

Taylor Arnwine

Associate, Private Wealth Client Services

Jill Asrael, CPA

Managing Director, Wealth Advisor

Serina Awadalla, CFP^®

Associate Director, Wealth Advisor

Suzanne Babin

Director, Reporting & Operational Due Diligence

Jon Baldwin

Managing Director, Chief Information Security Officer

Beth Barrett Lawther, CFA, CEPA

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.