Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 161–176 of 338 people
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Dan Kambeitz, CFP®
Managing Director, Wealth Advisor
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Zach Kanicka
Director, Wealth Advisor
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Megan King
Associate, Client Administration
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Caragh Kloiber
Director, Advisor Practice Management
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John Michael Klopfenstein, CFA
Associate Director, Wealth Advisor
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Kyle Kolb, CFA, CFP®
Director, Wealth Advisor
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Lina Komanduri
Managing Director
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Emily Koochel, PhD, AFC®, CFT™, BFA™
Director, Family Governance, Education, and Philanthropy
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Wendy Krucina
Associate, Private Wealth Client Services
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Sharon Kucey
Associate Director, Private Wealth Client Services
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Sari Kvasnik
Director, Private Wealth Client Services
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Jennifer Lam
Managing Director, Head of Client Service
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Matt LaMontagne
Director, CFO Services
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Ken Larason
Executive Managing Director, Chief Investment Officer at The Connable Office
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Greg Laughlin, MBA
Managing Director, Wealth Advisor
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Elizabeth Law
Director, Marketing