Our Cresset Team

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

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Marc Sato

Marc Sato

Managing Director, People and Culture
John Schriver

John Schriver, CFA, CAIA

Managing Director, Wealth Advisor
Sarah Simon

Sarah Simon, J.D.

Managing Director, Wealth Advisor
Caleb Sine

Caleb Sine

Managing Director, Head of Operations – Family Office Services
Matt Teich

Matt Teich, CFA, CFP®

Managing Director, Wealth Advisor
Kelly Wagman

Kelly Wagman

Director, AI Business Enablement
Cathy Ward

Catherine Ward

Associate Director, Private Wealth Client Services