Our Cresset Team

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

Jessica Daley

Director, Private Wealth Client Service

Natalie Daneshbakhsh

Director, Private Wealth Client Services

Emily Dedmon

Director, Private Wealth Client Services

Tara DeLong

Associate, Private Wealth Client Services

Matt Delricco CFA

Associate Director, Wealth Advisor

Hailey DeMarzo

Director, Reporting

Demi DiCristofano

Associate Director, Private Wealth Client Services

Lauren Dietz

Senior Associate, Events & Marketing

Erin Ditter

Associate Director, Lifestyle Services

Amanda Doyle

Director, Client Service Private Investments

Kimberly DuBord, CPWA^®

Managing Director, Wealth Advisor

Katherine Dumont

Associate, Executive Assistant

Robert B. Dunkin

Managing Director, Wealth Advisor

Patrick Dunton

Associate Director, Wealth Advisor

Carter Eckerline

Director, Private Markets

Stephanie Effron

Associate Director, CFO Services

Trey Eldridge, J.D., CTFA

Chief Operating Officer and Executive Managing Director at The Connable Office

Alvaro Encinas

Associate, Client Service Private Investments

Margaret Esquivel-Damato

Director, Private Wealth Client Services

Cheryl Evert

Managing Director, Fixed Income

Kenneth M. Eyler, CPA, MBA

Managing Director, Family Office Services

Marina Fahmy

Associate Director, Private Wealth Client Services

Joe Falchek III, CFP^®, CPWA^®

Director, Wealth Advisor

Katie Fauntleroy

Director, Corporate Development

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Cresset refers to Cresset Capital Management, Peakline 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. Peakline 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 Peakline Partners, LLC, are SEC registered investment advisors.