Our Cresset Team

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

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Wendy Krucina 700x425 1

Wendy Krucina

Associate, Client Administration
Aleks Kurzydlowski

Aleksandra Kurzydlowski

Associate Director, Wealth Advisor
Sari Kvasnik

Sari Kvasnik

Director, Private Wealth Client Services
Lizzy Labeeuw Anderson

Lizzy Labeeuw-Anderson

Associate, Private Wealth Client Services
Kenneth Larason

Ken Larason, CFA

Managing Director, Chief Investment Officer at The Connable Office
Greg Laughlin

Greg Laughlin, MBA

Managing Director, Wealth Advisor
Sophie Lee

Sophie Lee, CFP®

Director, Wealth Advisor
Dave Legus

David Legus, MBA

Managing Director, Wealth Advisor
Tom Lenz

Tom Lenz, CPA

Director, Tax Manager
Megan Lepman

Megan Lepman, CFP®, RICP®

Director, Wealth Planner
Alissa Levy

Alissa Levy

Director, Private Wealth Client Services
Melissa Long

Melissa Long

Director, Private Wealth Client Services
James Longinotti

James Longinotti, CFA, CFP®

Director, Wealth Advisor
Richard Lowry

Richard Lowry

Managing Director, Wealth Strategy
George Lujan

George Lujan, CFP®

Associate Director, Wealth Advisor
Alex Lytle

Alex Lytle

Associate, Private Wealth Client Services
Amy MacLeod

Amy Macleod

Managing Director, Wealth Advisor
Lizbeth Magana

Lizbeth Magana

Associate, Private Wealth Client Services
Beatrice Maidman

Beatrice Maidman, J.D., CFP®

Associate Director, Wealth Advisor
David Mason

David Mason, CAIA

Managing Director, Investments
Jeanne McGannon

Jeanne McGannon, CFP®

Director, Private Wealth Client Services
Brandon McGraw

Brandon McGraw

Director, Private Wealth Client Services
Kevin Mcguire

Kevin McGuire

Managing Director, Wealth Advisor
Thomas McKeown

Thomas McKeown, CFP®

Director, Wealth Advisor
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