Jamie is a Managing Director and Wealth Advisor at Cresset. He joined the organization in 2025 after spending nearly 20 years at Goldman Sachs as part of their Investment Management Division. He and his team work closely with high-net-worth families to determine financial goals and build portfolios designed to align with their objectives and risk tolerance throughout changing market conditions. In addition, they leverage Cresset’s wide-ranging platform to assist with tax optimization, estate planning, and lifestyle services.
Prior to his tenure at Goldman, Jamie was part of Accenture’s Financial Services Consulting Practice, where he participated in projects across the U.S. and Europe.
Jamie earned an MBA from Kenan-Flagler Business School at the University of North Carolina Chapel Hill, with a dual concentration in investment management and corporate finance. He received a bachelor’s degree from Colgate University. Jamie and his family reside in Jackson, Wyoming and he and his team operate out of his previous base in Atlanta, GA.