Our Cresset Team

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

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Cheryl Evert

Managing Director, Fixed Income

Kenneth M. Eyler, CPA, MBA

Managing Director, Family Office Services

Marina Fahmy

Associate, Private Wealth Client Services

Joe Falchek III, CFP^®, CPWA^®

Director, Wealth Advisor

Katie Fauntleroy

Director, Corporate Development

Jordan Feurer

Regional Managing Director, Client Service – East Region

Bret Fincher

Managing Director, Wealth Advisor

Chris Fisher

Associate, Private Wealth Client Services

Dani Fitzgerald

Director, Head of Business Management

Sean Freitas

Associate, Private Wealth Client Services

Matthew Gaines, CFA, CFP^®

Managing Director, Head of CFO Services

Christopher Georgopoulos

Director, Wealth Advisor

Kathleen Gibson

Managing Director

Rachel Gil

Director, Family Governance

Pia Gillan

Director, Private Wealth Client Services

Sean Gladysz

Associate, Business Management

Michael Goldman

Associate Director, Corporate Development & Strategy

Anthony Golesorkhi

Associate, Client Service Private Investments

Ella Gorin

Associate, Private Markets

Michelle Gorrell, CFA

Director, Advisor Practice Management

Jim Gotfredson

Associate, Client Service Private Investments

Noël Goudreau

Managing Director, Deputy General Counsel

Blake Green, CPA

Associate Director, Investment Operations & Trading

Piper Greenbaum

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.