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Our Cresset Team

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

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Dean Jackson

Dean Jackson, CFP®, CEPA

Managing Director, Wealth Advisor
Varun Jain

Varun Jain

Director, Wealth Advisor
Julia Jerome 700x425 2

Julia Jerome

Associate, Wealth Advisor
Tara Jones

Tara Jones, CGSP®

Managing Director, Head of Lifestyle Services
Shea Joyce

Shea Joyce

Associate Director, Investment Strategy
Michael Juettner

Michael Juettner, CFA

Managing Director, Investment Strategy
Ali Kahil

Ali Kahil

Director, Tax Services Automation & Operations
Dan Kambeitz

Dan Kambeitz, CFP®

Managing Director, Wealth Advisor
Zach Kanicka

Zach Kanicka

Director, Wealth Advisor
Zaid Kayyali

Zaid Kayyali, CPWA®

Associate Director, Wealth Advisor
John Kim

John Kim

Managing Director, Head of Information Technology - Infrastructure & Operations
Caragh Kloiber

Caragh Kloiber

Director, Advisor Practice Management
John Michael Klopfenstein

John Michael Klopfenstein, CFA

Associate Director, Wealth Advisor
Kyle Kolb

Kyle Kolb, CFA, CFP®

Associate Director, Wealth Advisor
Lina Komanduri

Lina Komanduri

Managing Director
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

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

Greg Laughlin, MBA

Managing Director, Wealth Advisor
Elizabeth Law

Elizabeth Law

Director, Marketing
Sophie Lee

Sophie Lee, CFP®

Director, Wealth Advisor
Dave Legus

David Legus, MBA

Managing Director, Wealth Advisor

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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.

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