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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 17–32 of 39 results
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Trey Collins

Trey Collins, CFP®

Associate Director, Wealth Planner
Stephanie Effron

Stephanie Effron

Associate Director, CFO Services
Marina Fahmy

Marina Fahmy

Associate Director, Private Wealth Client Services
Rupert Hansford

Rupert Hansford, CFA

Associate Director, Wealth Advisor
Cindy Herrera

Cindy Herrera

Director, Private Wealth Client Services
Brendan Hungerford

Brendan Hungerford, CFA

Managing Director, Wealth Advisor
Caragh Kloiber

Caragh Kloiber

Director, Advisor Practice Management
Sharon Kucey

Sharon Kucey

Associate Director, Private Wealth Client Services
Matt LaMontagne

Matt LaMontagne

Director, CFO Services
Brandon McGraw

Brandon McGraw

Director, Private Wealth Client Services
Eve Paquet

Eve Paquet

Associate Director, Private Wealth Client Services
Kim Polston

Kim Polston

Director, Private Wealth Client Services
Heather Ramsey

Heather Ramsey, CFA

Managing Director, Head of Investment Operations
Lacey Schoenbachler

Lacey Schoenbachler

Director, Private Wealth Client Services
Zach Senft

Zach Senft

Associate Director, Trading
Michelle Trivers

Michelle Trivers

Director, Private Wealth Client Services
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