Anne Novak, CPA, PFS, CTFA

Client Advisor and Vice-President, Meristem Trust Company

Ann is Client Advisor at Cresset, responsible for providing customized and comprehensive financial solutions to ultra-high-net-worth clients and their families. Anne is also Vice-President of Meristem Trust Company.

Anne Novak is comfortable with, and extremely adept at, the more complex aspects of her work. From early days as a staff and senior accountant, Anne has gravitated to the greater challenges—and has consistently prevailed.

Anne’s client advisory role is enhanced by her extensive experience in accounting and tax. She not only provides advice to her client families, but also her Cresset colleagues. It’s not complicated at all to hear Anne explain it: “I like math. I like answers. I like people.” For Anne Novak, in the end, the complex, simply comes down to loyalty, integrity, and respect.

Anne earned a bachelor’s degree in accounting from the University of St. Thomas. She is CPA, CPF® professional, CTFA, and holds a PFS designation.