Our Cresset Team

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

Showing 1–16 of 337 results

Eric Becker

Founder and Co-Chairman

Avy Stein

Founder and Co-Chairman

Susie Cranston

Doug Regan

Founding Partner and Co-Chairman

Jack Ablin, CFA

Executive Managing Director, Founding Partner & Chief Investment Strategist

Paul Algreen

Executive Managing Director, Chief Technology Officer

Michael Costabile

Executive Managing Director, Chief Financial Officer

Jon Crow

Executive Managing Director, Head of Client Advisory Services

Amy Hong

Executive Managing Director, Chief Operating Officer & Chief Compliance Officer

Melissa Karetny

Executive Managing Director, Chief People Officer

Jessica Malkin

Executive Managing Director, Chief Growth Officer

Patrick Regan, MBA, CFA

Managing Director, Deputy CIO

Vimala Snow

Executive Managing Director, Head of Family Office Services

Paul Tramontano

Executive Managing Director, Wealth Advisor

Jon Goldstein

Executive Managing Director, Wealth Advisor

Dagny Maidman, J.D.

Executive Managing Director, Wealth Advisor