Our Cresset Team

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

Showing 193–208 of 346 results
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®

Associate Director, Wealth Advisor
Alex Lytle

Alex Lytle

Associate, Private Wealth Client Services
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®

Associate Director, Wealth Advisor
Ashish Malhotra

Ashish Malhotra

Managing Director, Investments
Marlena Markland

Marlena Markland

Associate, Office Coordinator
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®

Director, Wealth Advisor