Our Cresset Team

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

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Michael Goldman 700x425 1

Michael Goldman

Associate Director, Chief of Staff & Corporate Development
Jim Gotfredson

Jim Gotfredson

Associate, Private Investment Operations
Noel Goudreau

Noël Goudreau

Managing Director, Deputy General Counsel
Blake Green

Blake Green, CPA, CFP®

Associate Director, Trading
Eva Greene

Eva Greene

Managing Director, Client & Office Experience
Brett Greenspan

Brett Greenspan, CFA, CFP®

Director, Wealth Advisor
Spencer Gribble

Spencer Gribble

Director, Wealth Strategy
Beth Hangren

Beth Hangren

Associate, Executive Assistant
Will Hoesley

Will Hoesley

Managing Director, M&A
Henry Hunt

Henry Hunt

Director, Investment Strategy
Robert Iverson

Robert Iverson

Managing Director, Wealth Strategy
Dave Jackson

David Jackson

Managing Director, Wealth Advisor
Shea Joyce

Shea Joyce

Director, Investment Strategy
Zach Kanicka

Zach Kanicka

Director, Wealth Advisor
John Kim

John Kim

Managing Director, Head of IT Operations & Infrastructure
John Michael Klopfenstein

John Michael Klopfenstein, CFA

Associate Director, Wealth Advisor