Caragh Kloiber

Caragh Kloiber

Director, Advisor Practice Management

Caragh serves as Director, Advisor Practice Management at Cresset. In her role, she collaborates directly with Advisors to understand their needs, as well as the needs of our clients. She is committed to ensuring that our Advisors have the tools and thoughtful processes they need to provide our clients with the best service and experience possible. She previously served as Director, Private Wealth Client Services, focusing on the family office and investment needs of our ultra-high-net-worth households.

Prior to Cresset, Caragh worked for Berman Capital Advisors as a Client Service Associate. Earlier in her career, she was Vice President, Operations and Client Services for WealthMD, a boutique financial planning firm focused on serving physicians. There, she helped to develop and build the operations team and handled daily trading, as well as servicing the needs of clients.  She was also happy to lead the firm’s community outreach efforts, with a strong focus on supporting Children’s Healthcare of Atlanta. 

Caragh holds a bachelor’s degree in marketing from Valdosta State University. She has a passion for traveling and is always planning her next adventure. She lives in Atlanta with her husband and their two children.

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