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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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Beth Barrett

Beth Barrett Lawther, CFA, CEPA

Director, Wealth Advisor
Colton Barron

Colton Barron

Associate, Private Investment Reporting
Ben Bates

Ben Bates

Managing Director, Private Markets
Karen Bayona

Karen Bayona

Director, Chief of Staff to Cresset Executive Managing Director
Mark Bendinelli

Mark Bendinelli, CFA

Director, Wealth Advisor
Alicia Bennett

Alicia Bennett, CGSP®

Director, Lifestyle Services
Steve Berardi

Stephen H. Berardi, CFA

Managing Director, Wealth Advisor
Erica Berger

Erica Berger

Associate Director, Private Wealth Client Services
Tyler Bethea

Tyler Bethea

Managing Director
Pat Biladeau

Patrick Biladeau

Managing Director, Wealth Advisor
Rebecca Bily

Rebecca Bily

Director, Lifestyle Services
Zack Bindler

Zac Bindler

Managing Director, Wealth Advisor
Daniel Biondi

Daniel Biondi, CFA

Director, Wealth Advisor
Stuart Birdt

Stuart Birdt, CFA

Managing Director, Wealth Advisor
Chris Boehm

Chris Boehm

Executive Managing Director, Cresset Private Capital
Jake Bond

Jake Bond

Managing Director, Wealth Advisor
Toni Borst

Toni Borst

Director, Private Wealth Client Services
George Boudria

George Boudria

Managing Director, Wealth Advisor
Kim Brinkman

Kim Brinkman, J.D., CTFA

Managing Director, Trust Officer,
Helene Brown

Helene Brown, CFP®

Director, Wealth Planner
Sophia Browne

Sophia Browne

Associate Director, Banking & Lending
Mike Bruno

Mike Bruno, CFA

Managing Director, Wealth Advisor
Bill Buchband

Bill Buchband, CFA

Managing Director, Wealth Advisor
Jessica Buchholz

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.

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