Director, Private Wealth Client Service
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.