Associate, Private Wealth Client Services
Jilian is an Associate, Private Wealth Client Services with Cresset. She is passionate about listening to her clients’ needs and executing on them effectively and efficiently.
Prior to Cresset, Jilian worked for Berman Capital Advisors, and before that she served as a Portfolio Analyst with Redwood Wealth Management. Previous to her time with Redwood, she worked for an institutional investment firm, Earnest Partners, as a Portfolio Operational Associate, as well as the Department of Defense as a Financial Management Specialist.
Jilian holds a Bachelor of Science in Accounting from Middle Georgia State University. When not at work, Jilian is an avid traveler and fitness enthusiast. She loves spending time with her family and volunteering in the community.