Our Cresset Team

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

Showing 161–176 of 346 results

Andrew Huang, CFA

Managing Director, Wealth Advisor

Sarah Hughes, LCSW

Director, Family Governance

Brendan Hungerford, CFA

Managing Director, Wealth Advisor

Henry Hunt

Director, Investment Strategy

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

Associate Director, Investment Strategy

Ali Kahil

Director, Tax Services Automation & Operations

Dan Kambeitz, CFP^®

Managing Director, Wealth Advisor

Zach Kanicka

Director, Wealth Advisor