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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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Showing 1–16 of 39 results
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Justin Berman

Justin Berman

Co-Founder and Co-Chairman
Kelly Downs

Kelly Downs, CFP®

Regional Managing Director, East Region
Wen Nottebohm

Wen Nottebohm, CFP®

Managing Director, Wealth Advisor
Todd Tautfest

Todd Tautfest

Managing Director, Wealth Advisor
Michael Mohr

Michael Mohr, CFA

Managing Director, Wealth Advisor
Beth Barrett

Beth Barrett Lawther, CFA, CEPA

Managing Director, Wealth Advisor
Rebecca Bily

Rebecca Bily

Director, Lifestyle Services
Ginny Adcock

Ginny Adcock

Associate, Marketing
John Allen

John Allen, CFP®

Director, Wealth Planner
Savannah Andersen

Savannah Andersen, CFP®

Managing Director, Head of Strategy
Jill Asrael

Jill Asrael, CPA

Managing Director, Wealth Advisor
Serina Awadalla

Serina Awadalla, CFP®

Associate Director, Wealth Advisor
Colton Barron

Colton Barron

Associate, Trading
Mark Bendinelli

Mark Bendinelli, CFA

Managing Director, Wealth Advisor
Beth Kytle Chandler

Beth Kytle Chandler

Managing Director, Wealth Advisor
Brett Cloe

Brett Cloe, CFP®

Associate Director, Wealth Advisor
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