Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 177–192 of 338 people
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Sophie Lee, CFP®
Managing Director, Wealth Advisor
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Daniel Lee
Associate, Investment Analyst
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Joey Lee
Director, CFO Services
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David Legus, MBA
Managing Director, Wealth Advisor
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Tom Lenz, CPA
Director, Tax Services
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Lucy Leo
Director, Private Wealth Client Services
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Albert Leshinsky
Managing Director, Head of Corporate Development
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Selena Long
Associate Director, Private Wealth Client Services
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Melissa Long
Director, Private Wealth Client Services
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James Longinotti, CFA, CFP®
Managing Director, Wealth Advisor
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Richard Lowry
Managing Director, Head of Tax Strategy & Senior Tax Counsel
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George Lujan, CFP®
Director, Wealth Advisor
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Alex Lytle
Associate Director, Private Wealth Client Services
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Michael MacDonald, CFP®
Managing Director, Wealth Advisor
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Amy MacLeod
Managing Director, Wealth Advisor
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Lizbeth Magana
Associate, Private Wealth Client Services