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Our Cresset Team

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Showing 177–192 of 336 results
Daniel Lee

Daniel Lee

Associate, Investment Analyst
David Legus

David Legus, MBA

Managing Director, Wealth Advisor
Tom Lenz

Tom Lenz, CPA

Director, Tax Manager
Lucy Leo

Lucy Leo

Director, Private Wealth Client Services
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
Richard Lowry

Richard Lowry

Managing Director, Head of Tax Strategy & Senior Tax Counsel
George Lujan

George Lujan, CFP®

Director, Wealth Advisor
Alex Lytle

Alex Lytle

Associate Director, Private Wealth Client Services
Michael MacDonald

Michael MacDonald, CFP®

Managing Director, Wealth Advisor
Amy MacLeod

Amy MacLeod

Managing Director, Wealth Advisor
Lizbeth Magana

Lizbeth Magana

Associate, Private Wealth Client Services
Tim Maguire

Tim Maguire

Regional Managing Director, West Region
Beatrice Maidman

Beatrice Maidman, J.D., CFP®

Director, Wealth Advisor