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Stephen H. Berardi, CFA^®

Managing Director, Wealth Advisor

Erica Berger

Associate Director, Private Wealth Client Services

Patrick Biladeau

Market Managing Director & Wealth Advisor

Rebecca Bily

Associate 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

Cory Brown

Director, Chief of Staff

Helene Brown, CFP^®

Director, Wealth Planner

Sophia Browne

Associate Director, Banking & Lending

Trent Bryde

Associate, Wealth Advisor

Bill Buchband, CFA^®

Managing Director, Wealth Advisor

Jessica Buchholz

Associate Director, Tax Services

Kristen Burghart

Director, Private Wealth Client Services

Sarah Burney

Managing Director, Wealth Advisor

Deborah Camillo

Associate Director, Private Wealth Client Services

Noel Campbell, CFP^®

Director, Wealth Advisor

Pat Canning

Managing Director, Vice Chairman

Sandy Cardin

Senior Consultant of Philanthropy and Impact

Jon Marc Carrier

Associate Director, Wealth Advisor

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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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