Our Cresset Team

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

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Varun Jain

Director, Wealth Advisor

Julia Jerome

Associate, Wealth Advisor

Tara Jones, CGSP^®

Managing Director, Head of Lifestyle Services

Shea Joyce

Associate Director, Investment Strategy

Michael Juettner, CFA

Managing Director, Investment Strategy

Ali Kahil

Director, Tax Services Automation & Operations

Dan Kambeitz, CFP^®

Managing Director, Wealth Advisor

Zach Kanicka

Director, Wealth Advisor

Zaid Kayyali, CPWA®

Associate Director, Wealth Advisor

John Kim

Managing Director, Head of Information Technology - Infrastructure & Operations

Caragh Kloiber

Director, Advisor Practice Management

John Michael Klopfenstein, CFA

Associate Director, Wealth Advisor

Kyle Kolb, CFA, CFP^®

Associate Director, Wealth Advisor

Lina Komanduri

Managing Director

Wendy Krucina

Associate, Client Administration

Aleksandra Kurzydlowski

Associate Director, Wealth Advisor

Sari Kvasnik

Director, Private Wealth Client Services

Lizzy Labeeuw-Anderson

Associate, Private Wealth Client Services

Ken Larason

Executive Managing Director, Chief Investment Officer at The Connable Office

Greg Laughlin, MBA

Managing Director, Wealth Advisor

Elizabeth Law

Director, Marketing

Sophie Lee, CFP^®

Director, Wealth Advisor

David Legus, MBA

Managing Director, Wealth Advisor

Tom Lenz, CPA

Director, Tax Manager

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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.