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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 336 results
Megan King

Megan King

Associate, Client Administration
Caragh Kloiber

Caragh Kloiber

Director, Advisor Practice Management
John Michael Klopfenstein

John Michael Klopfenstein, CFA

Associate Director, Wealth Advisor
Kyle Kolb

Kyle Kolb, CFA, CFP®

Director, Wealth Advisor
Lina Komanduri

Lina Komanduri

Managing Director
Emily Koochel

Emily Koochel, PhD, AFC®, CFT™, BFA™

Director, Family Governance, Education, and Philanthropy
Wendy Krucina

Wendy Krucina

Associate, Private Wealth Client Services
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
Sophie Lee

Sophie Lee, CFP®

Managing Director, Wealth Advisor
Joey Lee

Joey Lee

Director, CFO Services