Our Cresset Team

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

Showing 1–16 of 338 results
Eric Becker

Eric Becker

Founder and Co-Chairman
Avy Stein

Avy Stein

Founder and Co-Chairman
Susie Cranston

Susie Cranston

President
Doug Regan

Doug Regan

Founding Partner and Co-Chairman
Jack Ablin

Jack Ablin, CFA

Executive Managing Director, Founding Partner & Chief Investment Strategist
Paul Algreen

Paul Algreen

Executive Managing Director, Chief Technology Officer
Michael Costabile

Michael Costabile

Executive Managing Director, Chief Financial Officer
Jon Crow

Jon Crow

Executive Managing Director, Head of Client Advisory Services
Amy Hong

Amy Hong

Executive Managing Director, Chief Operating Officer & Chief Compliance Officer
Melissa Karetny

Melissa Karetny

Executive Managing Director, Chief People Officer
Jessica Malkin

Jessica Malkin

Executive Managing Director, Chief Growth Officer
Patrick Regan

Patrick Regan, MBA, CFA

Managing Director, Deputy CIO
Vimala Snow

Vimala Snow

Executive Managing Director, Head of Family Office Services
Paul Tramontano

Paul Tramontano

Executive Managing Director, Wealth Advisor
Jon Goldstein

Jon Goldstein

Executive Managing Director, Wealth Advisor
Dagny Maidman

Dagny Maidman, J.D.

Executive Managing Director, Wealth Advisor