Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 145–160 of 338 people
-
Andrew Huang, CFA
Managing Director, Wealth Advisor
-
Sarah Hughes, LCSW
Director, Family Governance, Education, and Philanthropy
-
Brendan Hungerford, CFA
Managing Director, Wealth Advisor
-
Henry Hunt
Director, Investment Strategy
-
Jessica Isaacs
Director, Operations Manager
-
Andrew Item, CIMA®, CAIA®
Director, Wealth Advisor
-
Robert Iverson
Managing Director, Wealth Strategy
-
David Jackson
Managing Director, Wealth Advisor
-
Dean Jackson, CFP®, CEPA
Managing Director, Wealth Advisor
-
Varun Jain
Director, Wealth Advisor
-
Jordan Jewell, CFP®
Associate Director, Private Wealth Client Services
-
Ansh Jhaveri
Director, CFO Services
-
Lexi Johnson
Associate, Private Wealth Client Services
-
Tara Jones, CGSP®
Managing Director, Head of Lifestyle Services
-
Shea Joyce
Director, Investment Strategy
-
Jacob Kaites
Associate, Wealth Advisor