Our Cresset Team

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

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Megan Lepman, CFP^®, RICP^®

Director, Wealth Planner

Alissa Levy

Director, Private Wealth Client Services

Melissa Long

Director, Private Wealth Client Services

James Longinotti, CFA, CFP^®

Director, Wealth Advisor

Richard Lowry

Managing Director, Wealth Strategy

George Lujan, CFP^®

Associate Director, Wealth Advisor

Alex Lytle

Associate, Private Wealth Client Services

Amy Macleod

Managing Director, Wealth Advisor

Lizbeth Magana

Associate, Private Wealth Client Services

Beatrice Maidman, J.D., CFP^®

Associate Director, Wealth Advisor

Merene Makil

Managing Director

Ashish Malhotra

Managing Director, Investments

Marlena Markland

Associate, Office Coordinator

David Mason, CAIA

Managing Director, Investments

Kirsten McDonald

Director, Private Wealth Client Services

Jeanne McGannon, CFP^®

Director, Private Wealth Client Services

Brandon McGraw

Director, Private Wealth Client Services

Kevin McGuire

Managing Director, Wealth Advisor

Thomas McKeown, CFP^®

Director, Wealth Advisor

Bill McMahan, CPA

Managing Director

MeMe McNairy-Glenn

Managing Director

James Melvin, J.D.

Executive Managing Director at The Connable Office

Kristen Metcalf

Associate Director, Private Wealth Client Services

Brent Meyer, CFP^®

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.