Our Cresset Team

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

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Sarah Burney

Managing Director, Wealth Advisor

Deborah Camillo

Associate Director, Private Wealth Client Services

Karla Campbell, CPA

Chief Financial Officer, Security Officer at The Connable Office

Noel Campbell, CFP^®, CEPA

Director, Wealth Advisor

Pat Canning

Managing Director, Vice Chairman

Leslie Cannon, CFP^®

Associate Director, Private Wealth Client Services

Sandy Cardin

Senior Consultant of Philanthropy and Impact

Jon Marc Carrier

Associate Director, Wealth Advisor

Trish Cashman

Managing Director, Private Wealth Client Services

Kathleen Cassidy

Associate Director, Strategic Events & Marketing

Beth Kytle Chandler

Managing Director, Wealth Advisor

Michelle Chapin

Managing Director, Wealth Strategist

Shanting Chen

Associate Director, Fund Accounting

Cherry Cheng, CPA

Director, Tax Services

Steve Ching

Managing Director, Investments

Derek M. Chipman

Associate Director, Private Investment Reporting Manager

Tom Christman

Managing Director, Talent Acquisition

Kasia Chudzik

Director, Client Services

Zack Cleveland

Brett Cloe, CFP^®

Associate, Wealth Advisor

Trey Collins, CFP^®

Associate Director, Wealth Planner

Teresa Cooper

Director, Private Wealth Client Services

Tim Cotter, J.D., CPA, LL.M

Director, Tax Manager

Jack Crampton, CFP^®

Director, Private Wealth Client 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.