Our Cresset Team

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

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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
Jessica Daley

Jessica Daley

Director, Private Wealth Client Service
Natalie Daneshbakhsh

Natalie Daneshbakhsh

Associate Director, Private Wealth Client Services
James Danforth

James Danforth

Managing Director, Cresset Partners
Emily Dedmon

Emily Dedmon

Director, Private Wealth Client Services
Tara DeLong

Tara DeLong

Associate, Private Wealth Client Services
Mathew Delricco

Matt Delricco CFA

Associate Director, Wealth Advisor
Hailey DeMarzo

Hailey DeMarzo

Director, Reporting
Demi DiCristofano

Demi DiCristofano

Associate, Private Wealth Client Services
Lauren Dietz

Lauren Dietz

Associate, Events & Marketing
Erin Ditter

Erin Ditter

Associate, Lifestyle Services
Amanda Doyle

Amanda Doyle

Director, Client Service Private Investments
Kimberly Dubord

Kimberly DuBord, CPWA®

Managing Director, Wealth Advisor
Katherine Dumont

Katherine Dumont

Associate, Executive Assistant
Bob Dunkin

Robert B. Dunkin

Managing Director, Wealth Advisor
Patrick Dunton

Patrick Dunton

Associate Director, Wealth Advisor
Stephanie Effron

Stephanie Effron

Associate Director, CFO Services
Trey Eldridge

Trey Eldridge, J.D., CTFA

Chief Operating Officer and Managing Director at The Connable Office
Alvaro Encinas

Alvaro Encinas

Associate, Client Service Private Investments
Margaret Esquivel-Damato

Margaret Esquivel-Damato

Director, Private Wealth Client Services