Our Cresset Team

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

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Beth Barrett Lawther, CFA, CEPA

Director, Wealth Advisor

Colton Barron

Associate, Private Investment Reporting

Ben Bates

Managing Director, Private Markets

Karen Bayona

Director, Chief of Staff to Cresset Executive Managing Director

Mark Bendinelli, CFA

Director, Wealth Advisor

Alicia Bennett, CGSP^®

Director, Lifestyle Services

Stephen H. Berardi, CFA

Managing Director, Wealth Advisor

Erica Berger

Associate Director, Private Wealth Client Services

Tyler Bethea

Managing Director

Patrick Biladeau

Managing Director, Wealth Advisor

Rebecca Bily

Director, Lifestyle Services

Zac Bindler

Managing Director, Wealth Advisor

Daniel Biondi, CFA

Director, Wealth Advisor

Stuart Birdt, CFA

Managing Director, Wealth Advisor

Chris Boehm

Executive Managing Director, Cresset Private Capital

Jake Bond

Managing Director, Wealth Advisor

Toni Borst

Director, Private Wealth Client Services

George Boudria

Managing Director, Wealth Advisor

Kim Brinkman, J.D., CTFA

Managing Director, Trust Officer

Helene Brown, CFP^®

Director, Wealth Planner

Sophia Browne

Associate Director, Banking & Lending

Mike Bruno, CFA

Managing Director, Wealth Advisor

Bill Buchband, CFA

Managing Director, Wealth Advisor

Jessica Buchholz

Associate Director, Tax Services

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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.