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Our Cresset Team

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

Showing 177–192 of 319 results
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

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
Ashish Malhotra

Ashish Malhotra

Managing Director, Investments
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Billy Marino

Managing Director, Wealth Advisor
David Mason

David Mason, CAIA

Managing Director, Investments
Jeanne McGannon

Jeanne McGannon, CFP®

Director, Private Wealth Client Services
Brandon McGraw

Brandon McGraw

Director, Private Wealth Client Services
Kevin Mcguire

Kevin McGuire

Managing Director, Wealth Advisor
Thomas McKeown

Thomas McKeown, CFA, CFP®

Managing Director, Wealth Advisor
Bill McMahan

Bill McMahan, CPA

Managing Director