Our Cresset Team

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

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Wesley Crane

Managing Director

Lewis Crosby

Associate, Wealth Advisor

Jackson Crowther

Director, Wealth Advisor

Yolanda Cunningham

Associate, Executive Assistant

Rob D’Angelo, CFA

Director, Wealth Advisor

Jessica Daley

Director, Private Wealth Client Service

Natalie Daneshbakhsh

Associate Director, Private Wealth Client Services

James Danforth

Managing Director, Cresset Partners

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, Private Wealth Client Services

Lauren Dietz

Associate, Events & Marketing

Erin Ditter

Associate, 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

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

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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.