Associate, Private Wealth Client Services
Kristiana Sullivan is an Associate, Private Wealth Client Services for Cresset’s Northern California Region. She is responsible for all aspects of direct client servicing activities, including client communications and experience, supporting senior team members in all phases of client engagements and team business development through design and production of related materials and deliverables, onboarding activities for clients to ensure a smooth transition of assets, and coordination of and direct participation in family retreats.
Prior to joining Cresset, she was an Associate at Ascent Private Capital Management of U.S. Bank, where she supported the Regional Managing Director and was instrumental in supporting the team’s success within all lines of businesses, including investment consulting, wealth impact and sustainability, CFO services and banking.
Kristiana is a graduate of the University of Oregon and currently resides in San Francisco, where she loves to spend time with family and in Napa and learning about wine.