Our Cresset Team

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

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Eric Becker

Eric Becker

Founder and Co-Chairman
Avy Stein

Avy Stein

Founder and Co-Chairman
Doug Regan

Doug Regan

Founding Partner and Co-Chairman
Michael Costabile

Michael Costabile

Executive Managing Director, Chief Financial Officer
Jessica Malkin

Jessica Malkin

Executive Managing Director, Chief Growth Officer
Jack Ablin

Jack Ablin, CFA

Executive Managing Director, Founding Partner & Chief Investment Strategist
Janet Dougherty

W Janet Dougherty, CFA

Managing Director, Wealth Advisor
Chris Demonte

Christopher J. DeMonte, CFA

Managing Director, Wealth Advisor
Oliver Rose

Oliver Rose, CEPA

Founder, Cresset Catalyst & Head of Strategy, Family Office Services
Pat Biladeau

Pat Biladeau

Managing Director, Wealth Advisor
Zack Bindler

Zac Bindler

Managing Director, Wealth Advisor
Toni Borst

Toni Borst

Director, Private Wealth Client Services
Bill Buchband

Bill Buchband, CFA

Managing Director, Wealth Advisor
Jessica Buchholz

Jessica Buchholz

Associate Director, Tax Services
Leslie Cannon

Leslie Cannon, CFP®

Associate Director, Private Wealth Client Services
Kathleen Cassidy

Kathleen Cassidy

Director, Strategic Events & Client Experience