Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 193–208 of 338 people
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Tim Maguire
Regional Managing Director, West Region
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Beatrice Maidman, J.D., CFP®
Director, Wealth Advisor
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Ashish Malhotra
Managing Director, Investments
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Billy Marino, CFP®, AWMA®
Managing Director, Wealth Advisor
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Veronica Martinez
Director, Private Wealth Client Services
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David Mason, CAIA
Managing Director, Investments
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Mary Traylor Mathis
Associate Director, Private Wealth Client Services
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Carter McCullough
Associate Director, Investment Analyst
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Jeanne McGannon, CFP®
Director, Private Wealth Client Services
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Brandon McGraw
Director, Private Wealth Client Services
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Kevin McGuire
Managing Director, Wealth Advisor
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Thomas McKeown, CFA, CFP®
Managing Director, Wealth Advisor
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Bill McMahan, CPA
Managing Director
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MeMe McNairy-Glenn
Managing Director, National Strategic Growth
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James Melvin, J.D.
Executive Managing Director at The Connable Office
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Kristen Metcalf
Director, Private Wealth Client Services