Our Cresset Team

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

Jordan Feurer

Regional Managing Director, Client Service – East Region

Bret Fincher

Managing Director, Wealth Advisor

Chris Fisher

Associate, Private Wealth Client Services

Dani Fitzgerald

Managing Director, Head Of Business Management

Matthew Gaines, CFA, CFP^®

Managing Director, Head of CFO Services

Christopher Georgopoulos

Director, Wealth Advisor

Kathleen Gibson

Managing Director

Rachel Gil

Managing Director, Family Governance

Pia Gillan

Director, Private Wealth Client Services

Sean Gladysz

Associate, Business Management

Michael Goldman

Associate Director, Chief of Staff & Corporate Development

Anthony Golesorkhi

Associate Director, 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

Eva Greene

Director, Client & Office Experience

Brett Greenspan, CFA, CFP^®

Director, Wealth Advisor

Spencer Gribble

Associate Director, Wealth Strategy

Eli Griffin

Director, Private Wealth Client Services

Dick Hall

Managing Director, Wealth Advisor

Beth Hangren

Associate, Executive Assistant

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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.