Your Cresset Team

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Kelly Downs, CFP^®

Chief Operating Officer of Advisor Practice Management

Cathy Rieder

Managing Director, Digital Experience

Sam Katzman

Executive Managing Director, Wealth Advisor

David Arizini

Senior Managing Director, Wealth Advisor

Doug Raetz

Co-President, TRUE Cresset Sports + Entertainment

Heather Goodman

Co-President, TRUE Cresset Sports + Entertainment

Corey Kelly

Director, Marketing

Craig Abraham

Managing Director, Wealth Advisor

Will Acuff

Associate, Wealth Advisor

Ginny Adcock

Associate, Executive Assistant

Paul Algreen

Chief Technology Officer

John Allen, CFP^®

Director, Wealth Planner

Savannah Andersen, CFP^®

Director, Advisor Practice Management

Connie Arebalo

Associate Director, 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

Chief Information Security Officer

Michael Ballard, CPA, CFP^®

Director, Wealth Planner

Beth Barrett Lawther, CFA^®, CEPA

Director, Wealth Advisor

Colton Barron

Associate, Reporting

Karen Bayona

Director, Chief of Staff to Cresset Executive Managing Director

Mark Bendinelli, CFA^®

Director, Wealth Advisor

Alicia Bennett, CGSP^®

Associate Director, Lifestyle Services

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Cresset refers to Cresset Capital Management, LLC and all of its subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of TRUE Cresset Sports and Entertainment, 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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