Michelle Gorrell, CFA

Director, Advisor Practice Management

Michelle Gorrell serves as Director, Advisor Practice Management at Cresset, where she leads strategic business initiatives in the San Francisco wealth practice. She focuses on driving efficiency, growth, and an enhanced client experience while fostering a collaborative team culture.

Michelle excels at blending data-driven inputs with creative problem-solving to develop solutions to ambiguous business challenges and opportunities. She enjoys leading new projects, optimizing operational processes, and setting long-term business goals while defining clear paths to achieve them.

Previously, Michelle served as Vice President, Business Specialist at J.P. Morgan Wealth Management and as Business Practice Manager at First Republic Private Wealth Management. Earlier in her tenure with First Republic, she served as the Business Enablement and Strategy Lead. Michelle began her wealth management career at Bernstein Private Wealth Management, ultimately becoming a Senior Managing Associate.

Michelle earned a bachelor’s degree in business administration, cum laude, with a concentration in finance and marketing from Chapman University and holds the Chartered Financial Analyst designation.

Michelle lives in San Francisco with her husband and son. In her free time, she enjoys spending time with her family outdoors, exploring small towns in the Bay Area, and discovering new restaurants.