James Longinotti serves as Managing 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®.