Our Cresset Team

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

Showing 193–208 of 338 results

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

Sam McCartney

Director, Private Equity

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

Bill McMahan, CPA

Managing Director

MeMe McNairy-Glenn

Managing Director

James Melvin, J.D.

Executive Managing Director at The Connable Office

Kristen Metcalf

Associate Director, Private Wealth Client Services

Brent Meyer, CFP^®

Director, Wealth Advisor