Our Cresset Team

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

Showing 177–192 of 326 results

Melissa Long

Director, Private Wealth Client Services

James Longinotti, CFA, CFP^®

Managing Director, Wealth Advisor

Richard Lowry

Managing Director, Head of Tax Strategy & Senior Tax Counsel

George Lujan, CFP^®

Director, Wealth Advisor

Alex Lytle

Associate Director, Private Wealth Client Services

Michael MacDonald

Managing Director, Wealth Advisor

Amy MacLeod

Managing Director, Wealth Advisor

Lizbeth Magana

Associate, Private Wealth Client Services

Tim Maguire

Regional Managing Director, West Region

Beatrice Maidman, J.D., CFP^®

Director, Wealth Advisor

Ashish Malhotra

Managing Director, Investments

Billy Marino

Managing Director, Wealth Advisor

David Mason, CAIA

Managing Director, Investments

Mary Traylor Mathis

Associate Director, Private Wealth Client Services

Carter McCullough

Associate Director, Investment Analyst

Jeanne McGannon, CFP^®

Director, Private Wealth Client Services