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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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Kathleen Cassidy

Kathleen Cassidy

Associate Director, Strategic Events & Marketing
Beth Kytle Chandler

Beth Kytle Chandler

Managing Director, Wealth Advisor
Michelle Chapin

Michelle Chapin

Managing Director, Wealth Strategy
Shanting Chen

Shanting Chen

Associate Director, Fund Accounting
Steve Ching

Steve Ching

Managing Director, Investments
Derek Chipman

Derek M. Chipman

Director, Private Investment Reporting Manager
Tom Christman

Tom Christman

Managing Director, Talent Acquisition
Kasia Chudzik

Kasia Chudzik

Managing Director, Client Services
Brett Cloe

Brett Cloe, CFP®

Associate Director, Wealth Advisor
Rachel Clore

Rachel Clore

Associate Director, Private Wealth Client Services
Trey Collins

Trey Collins, CFP®

Associate Director, Wealth Planner
Teresa Cooper

Teresa Cooper

Director, Private Wealth Client Services
Tim Cotter

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

Director, Tax Manager
Jack Crampton

Jack Crampton, CFP®

Director, Wealth Advisor
Wesley Crane

Wesley Crane

Managing Director
Lewis Crosby

Lewis Crosby

Associate, Wealth Advisor
Jackson Crowther

Jackson Crowther

Director, Wealth Advisor
Yolanda Cunningham

Yolanda Cunningham

Associate, Executive Assistant
Rob D’Angelo

Rob D’Angelo, CFA

Director, Wealth Advisor
Henry Dale

Henry Dale

Associate, Wealth Advisor
Jessica Daley

Jessica Daley

Director, Private Wealth Client Service
Natalie Daneshbakhsh

Natalie Daneshbakhsh

Director, Private Wealth Client Services
Emily Dedmon

Emily Dedmon

Director, Private Wealth Client Services
Tara DeLong

Tara DeLong

Associate, Events & Marketing
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