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

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^®

Associate Director, Wealth Advisor

Alex Lytle

Associate, Private Wealth Client Services

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^®

Associate Director, Wealth Advisor

Ashish Malhotra

Managing Director, Investments

Marlena Markland

Associate, Office Coordinator

David Mason, CAIA

Managing Director, Investments

Jeanne McGannon, CFP^®

Director, Private Wealth Client Services

Brandon McGraw

Director, Private Wealth Client Services

Kevin McGuire

Managing Director, Wealth Advisor

Thomas McKeown, CFA, CFP^®

Director, Wealth Advisor