Anne Novak, CPA, PFS, CTFA

Managing Director & Vice President, Cresset Trust Company

Anne is a Managing Director, Wealth Advisor at Cresset and Vice President of Cresset Trust Company. She leverages over 20 years of experience in working with families and creating personalized solutions to address their complex wealth management and planning needs. She is responsible for providing highly sophisticated, customized, and comprehensive financial solutions to ultra-high-net-worth clients and their families. Anne’s advisory role is also enhanced by her deep experience in accounting and tax. As Vice President of Cresset Trust Company, she leads the firm’s strategic long-term planning, growth, and day to day operations. Anne collaborates with clients, internal Advisors, and outside attorneys to provide customized trust solutions.

 Prior to joining Cresset, Anne worked in Private Client Services at Andersen and Deloitte.

 Anne earned a Bachelor of Science degree in business administration, with a major in accounting, from the University of St. Thomas. She is a Certified Trust Financial Advisor (CTFA) and an active CPA. Anne also holds a Personal Financial Specialist (PFS) credential through the American Institute of CPAs.

 She is a member of the Children’s MN Foundation board and the current chair of Legacy Advisors.

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