Our Cresset Team

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

Showing 1–12 of 12 results
Reset
Jon Baldwin

Jon Baldwin

Managing Director, Chief Information Security Officer
Daniel Biondi

Daniel Biondi, CFA

Director, Wealth Advisor
Sarah Burney

Sarah Burney

Managing Director, Wealth Advisor
Edith Hayes

Edith Hayes

Director, Wealth Strategy
Matt Heim

Matt Heim

Associate, Wealth Advisor
Kevin Mcguire

Kevin McGuire

Managing Director, Wealth Advisor
Andrew Moel 700x425 1

Andrew Moel

Director, Private Wealth Client Services
Debbie Ottomeyer

Debbie Ottomeyer

Director, Private Wealth Client Services
Vanessa Ramich

Vanessa Ramich

Managing Director, Wealth Advisor
Jake Schwinn

Jake Schwinn, CFA

Managing Director, Wealth Advisor
Lauren Taylor

Lauren Taylor

Associate, Wealth Strategy
John Wattles

John Wattles

Associate Director, Wealth Advisor