Our Cresset Team

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

Showing 161–176 of 326 results

Emily Koochel, PhD, AFC^®, CFT^™, BFA^™

Director, Family Governance, Education, and Philanthropy

Wendy Krucina

Associate, Client Administration

Sharon Kucey

Associate Director, Private Wealth Client Services

Sari Kvasnik

Director, Private Wealth Client Services

Jennifer Lam

Managing Director, Head of Client Service

Matt LaMontagne

Director, CFO Services

Ken Larason

Executive Managing Director, Chief Investment Officer at The Connable Office

Greg Laughlin, MBA

Managing Director, Wealth Advisor

Elizabeth Law

Director, Marketing

Daniel Lee

Associate, Investment Analyst

Joey Lee

Director, CFO Services

Sophie Lee, CFP^®

Managing Director, Wealth Advisor

David Legus, MBA

Managing Director, Wealth Advisor

Tom Lenz, CPA

Director, Tax Manager

Albert Leshinsky

Managing Director, Head of Corporate Development

Selena Long

Associate Director, Private Wealth Client Services