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Our Cresset Team

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

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Showing 161–176 of 345 results
Andrew Huang

Andrew Huang, CFA

Managing Director, Wealth Advisor
Sarah Hughes

Sarah Hughes, LCSW

Director, Family Governance
Brendan Hungerford

Brendan Hungerford, CFA

Managing Director, Wealth Advisor
Henry Hunt

Henry Hunt

Director, Investment Strategy
Robert Iverson

Robert Iverson

Managing Director, Wealth Strategy
Dave Jackson

David Jackson

Managing Director, Wealth Advisor
Dean Jackson

Dean Jackson, CFP®, CEPA

Managing Director, Wealth Advisor
Varun Jain

Varun Jain

Director, Wealth Advisor
Ansh Jhaveri

Ansh Jhaveri

Director, CFO Services
Lexi Johnson

Lexi Johnson

Associate, Private Wealth Client Services
Tara Jones Headshot

Tara Jones, CGSP®

Managing Director, Head of Lifestyle Services
Shea Joyce

Shea Joyce

Associate Director, Investment Strategy
Ali Kahil

Ali Kahil

Director, Tax Services Automation & Operations
Dan Kambeitz

Dan Kambeitz, CFP®

Managing Director, Wealth Advisor
Zach Kanicka

Zach Kanicka

Director, Wealth Advisor
John Kim

John Kim

Managing Director, Head of IT Operations & Infrastructure
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