Our Cresset Team

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

Showing 33–43 of 43 results
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Lacey Schoenbachler

Lacey Schoenbachler

Director, Private Wealth Client Services
Zach Senft

Zach Senft

Director, Trading
Michelle Trivers

Michelle Trivers

Director, Private Wealth Client Services
Lillian Vassilatos

Lillian Vassilatos

Director, Private Wealth Client Services
Ryan Walker

Ryan Walker, CFA

Managing Director, Wealth Advisor
Jamie Wall

Jamie Wall

Director, Private Wealth Client Services
Ted Werthman

Ted Werthman

Managing Director, Investment Strategy
Robert Woessner

Robert Woessner, CFA, CAIA, FRM

Director, Investment Strategy
Jean Wright

Jean Wright

Managing Director, Private Wealth Client Services
Susan Yum

Susan Yum

Director, Private Wealth Client Services
Sandy Zygmunt

Sandy Zygmunt

Director, Private Wealth Client Services