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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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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
Merene Makil

Merene Makil

Managing Director
Ashish Malhotra

Ashish Malhotra

Managing Director, Investments
Marlena Markland

Marlena Markland

Associate, Office Coordinator
David Mason

David Mason, CAIA

Managing Director, Investments
Kirsten McDonald

Kirsten McDonald

Director, Private Wealth Client Services
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
Bill McMahan

Bill McMahan, CPA

Managing Director
MeMe McNairy-Glenn

MeMe McNairy-Glenn

Managing Director
James Melvin

James Melvin, J.D.

Executive Managing Director at The Connable Office
Kristen Metcalf

Kristen Metcalf

Associate Director, Private Wealth Client Services

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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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