Cresset background image

Our Cresset Team

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

Showing 161–176 of 319 results

Wendy Krucina

Associate, Client Administration
Sharon Kucey

Sharon Kucey

Associate Director, Private Wealth Client Services
Sari Kvasnik

Sari Kvasnik

Director, Private Wealth Client Services
Jennifer Lam

Jennifer Lam

Managing Director, Head of Client Service
Matt LaMontagne

Matt LaMontagne

Director, CFO Services
Kenneth Larason

Ken Larason

Executive Managing Director, Chief Investment Officer at The Connable Office
Greg Laughlin

Greg Laughlin, MBA

Managing Director, Wealth Advisor
Elizabeth Law

Elizabeth Law

Director, Marketing
Joey Lee

Joey Lee

Director, CFO Services
Sophie Lee

Sophie Lee, CFP®

Managing Director, Wealth Advisor

David Legus, MBA

Managing Director, Wealth Advisor
Tom Lenz

Tom Lenz, CPA

Director, Tax Manager
Albert Leshinsky

Albert Leshinsky

Managing Director, Head of Corporate Development
Selena Long

Selena Long

Associate Director, Private Wealth Client Services
Melissa Long

Melissa Long

Director, Private Wealth Client Services
James Longinotti

James Longinotti, CFA, CFP®

Managing Director, Wealth Advisor