James Longinotti

James Longinotti, CFA®, CFP®

Director, Wealth Advisor

James Longinotti serves as Director, Wealth Advisor at Cresset. In this role, he works closely with high-net-worth clients to help them achieve their short- and long-term goals. James has served as a member of both the Manager Research Team and Investment Review Committee.

Prior to joining Cresset, James was a Principal at Cypress Wealth Advisors, serving as Chief Compliance Officer and Co-Chief Investment Officer. His primary responsibilities included asset allocation development and implementation, investment sourcing and diligence, oversight of the firm’s regulatory compliance, and management of the overall day-to-day client activity.

James holds a BSBA in finance from Washington University in St. Louis. He is also a CFA® charterholder, CFP® professional, and a NRS Investment Adviser Certified Compliance Professional®. James lives in San Francisco with his wife, son, and yellow lab. When not in the office, he enjoys spending time in the great outdoors camping, scuba and free diving, and skiing.

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