Cresset Leadership Team
Our executive team is committed to elevating your wealth experience, while building a lasting legacy of innovation, service, and excellence.
Request an IntroductionAbout Cresset Leadership Team
Our leadership team is united by a relentlessly client first commitment that places clients at the center of every decision, guided by thoughtful stewardship and a long-term perspective. With more than $260 billion in AUM and AUA, Cresset is recognized by Barron’s and Forbes among the nation’s top RIA firms.¹
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Eric Becker
Founder and Co-Chairman
Bestselling Author -
Avy Stein
Founder and Co-Chairman
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Susie Cranston
Chief Executive Officer
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Doug Regan
Founding Partner and Co-Chairman
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Michael Costabile
Executive Managing Director, Chief Financial Officer
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Jon Crow
Executive Managing Director, Head of Client Advisory Services
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Amy Hong
Executive Managing Director, Chief Operating Officer & Chief Compliance Officer
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Lucas Huizar
Executive Managing Director, General Counsel
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Melissa Karetny
Executive Managing Director, Chief People Officer
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Jessica Malkin
Executive Managing Director, Chief Growth Officer
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Mike Silverman
Executive Managing Director, Chief Investment Officer
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Dheeraj Soni
Managing Director, Chief Technology Officer
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Mark Thompson
Executive Managing Director, Institutional Consulting
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Mark Tremblay
Executive Managing Director, Head of Family Office Services
$260B+ Family Office
Assets Under Management and Advisement (AUM/AUA) data as of 10/1/26
*Disclosures related to awards, recognitions, and rankings available here
Barron's #3 Top 100 RIA Firms
Rankings developed by Barron’s using proprietary algorithms. Awarded 9/11/26 for data as of 6/30/26. Cresset paid a licensing fee to use the Barron’s award logo for marketing purposes.