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Our Cresset Team

Meet the wealth advisors and family office services team dedicated to serving your needs.

Showing 145–160 of 319 results
Dean Jackson

Dean Jackson, CFP®, CEPA

Managing Director, Wealth Advisor
Varun Jain

Varun Jain

Director, Wealth Advisor
Jordan Jewell

Jordan Jewell, CFP®

Associate Director, Private Wealth Client Services
Ansh Jhaveri

Ansh Jhaveri

Director, CFO Services
Lexi Johnson

Lexi Johnson

Associate, Private Wealth Client Services
Tara Jones

Tara Jones, CGSP®

Managing Director, Head of Lifestyle Services
Shea Joyce

Shea Joyce

Director, Investment Strategy
Jacob Kaites

Jacob Kaites

Associate, Wealth Advisor
Dan Kambeitz

Dan Kambeitz, CFP®

Managing Director, Wealth Advisor
Zach Kanicka

Zach Kanicka

Director, Wealth Advisor
Megan King

Megan King

Associate, Client Administration
Caragh Kloiber

Caragh Kloiber

Director, Advisor Practice Management
John Michael Klopfenstein

John Michael Klopfenstein, CFA

Associate Director, Wealth Advisor
Kyle Kolb

Kyle Kolb, CFA, CFP®

Director, Wealth Advisor
Lina Komanduri

Lina Komanduri

Managing Director
Emily Koochel

Emily Koochel, PhD, AFC®, CFT, BFA

Director, Family Governance, Education, and Philanthropy