Your Cresset Team

Dedicated to Serving Your Needs

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Eric Becker

Founder and Co-Chairman

Avy Stein

Founder and Co-Chairman

Doug Regan

Founding Partner and Co-Chairman

Jack Ablin, CFA^®

Chief Investment Officer and Founding Partner

David W. Karp

Co-Founder and Senior Managing Director

Jessica Malkin

Executive Managing Director and Chief Marketing Officer

Adwoa Mograbi

Executive Managing Director, Chief People Officer

Justin Berman

Co-Founder and Co-Chairman

Charlie Maxwell, CFP®

Co-Founder and Co-Chairman

Jon Goldstein

Executive Managing Director, Wealth Advisor

Paul Tramontano

Executive Managing Director, Wealth Advisor

Dagny Maidman, J.D.

Executive Managing Director, Wealth Advisor

Chris Chase

Managing Director, Wealth Advisor

Erik Ralston

Managing Director, Wealth Advisor

Mark Rogozinski

President, Family Office Services

Bill Rudnick

Executive Managing Director, Chief Legal Officer

W Janet Dougherty, CFA^®

Managing Director, Wealth Advisor

Christopher J. DeMonte, CFA^®

Managing Director, Wealth Advisor

Michael Costabile

Executive Managing Director, Chief Financial Officer

Oliver Rose, CEPA

Founder of Cresset Catalyst

Jon Crow, MBA, CPA, CTFA

Regional Managing Director, West Region & President, Cresset Trust Company

Vimala Snow

Managing Director, Head of Wealth Strategy

Whitney Webb

Managing Director, Family Governance

Patrick Regan, MBA, CFA^®

Managing Director, Deputy CIO

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Cresset refers to Cresset Capital Management and all of its subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of TRUE Cresset Sports and Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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