Deb is a Managing Director, Wealth Advisor at Cresset, focusing on client relationship management and business development. She particularly enjoys seeing the long-term results of thoughtful financial planning in her clients’ families.
Prior to Cresset and since 2009, Deb served in a similar role with Evanston Advisors, a multi-family office wealth management firm. Her entire professional career has been in finance, including experience at UBS and J.P. Morgan Chase (then Chase Manhattan Bank) and many years as a financial consultant to closely held businesses.
She has served on the boards of several non-profits, with a focus on domestic and international health issues as well as promoting financial accountability in the non-profit sector. Deb earned an MBA from Harvard Business School with an emphasis in Finance and a BA in Archaeology from Wheaton College. She and her husband Joel live in Lincolnshire where they raised their family. If it’s the weekend and the sun is shining, Deb will be busy in the garden.