Our Cresset Team

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

Showing 17–32 of 71 results
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Tom Christman

Tom Christman

Managing Director, Talent Acquisition
Rachel Clore

Rachel Clore

Associate Director, Private Wealth Client Services
Jessica Daley

Jessica Daley

Director, Private Wealth Client Service
Emily Dedmon

Emily Dedmon

Director, Private Wealth Client Services
Demi DiCristofano

Demi DiCristofano

Associate Director, Private Wealth Client Services
Lauren Dietz

Lauren Dietz

Associate Director, Events & Client Experience
Erin Ditter

Erin Ditter

Associate Director, Lifestyle Services
Amanda Doyle

Amanda Doyle

Director, Private Investment Operations
Kimberly Dubord

Kimberly DuBord, CPWA®

Managing Director, Wealth Advisor
Patrick Dunton

Patrick Dunton, CFP®

Associate Director, Wealth Advisor
Carter Eckerline

Carter Eckerline

Director, Private Real Estate
Cheryl Evert

Cheryl Evert

Managing Director, Fixed Income
Katie Fauntleroy

Katie Fauntleroy

Director, Corporate Development
John Flaherty

John Flaherty

Associate Director, Banking & Lending
Matt Gaines

Matthew Gaines, CFA, CFP®

Managing Director, Head of CFO Services
Liz Garfien

Liz Garfien

Associate Director, Insurance Advisory