Joining the Cresset team, Emily comes from experience in both the RIA as well as Brokerage setting. Emily works alongside Cresset’s advisors and is responsible for managing the day-to-day relationships of closely held business owners, C-suite executives and high net worth families. Prior to Cresset, she played a key role with her previous Advisor Team at Oppenheimer. Originally from the Pacific Northwest, in her spare time you’ll find Emily in the outdoors either hiking, climbing, or skiing.
Chicago | Atlanta | Austin | Charlotte | Dallas | Denver | Greenwich | Houston | Kalamazoo | Los Angeles | Menlo Park | Minneapolis | Naples | Nashville | New York City | Phoenix | San Francisco | Santa Barbara | Sioux Falls | Tulsa | Washington D.C. | West Palm Beach
Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.
