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Our Cresset Team

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Showing 193–208 of 304 results
Cathy Morris

Cathy Morris

Associate Director, Office Manager and Client Administration
Chris Mortvedt

Chris Mortvedt, ChFC®

Associate, Wealth Advisor
Duke Mulvoy

Mark (Duke) Mulvoy

Managing Director, Wealth Advisor
Marcel Myszewski

Marcel Myszewski

Associate Director, Wealth Advisor
Wen Nottebohm

Wen Nottebohm, CFP®

Managing Director, Wealth Advisor
Anne Novak

Anne Novak, CPA, PFS, CTFA

Managing Director & Vice President, Cresset Trust Company
Andy O'connell

Andrew O’Connell

Managing Director, Wealth Advisor
Paula Oaxaca

Paula Oaxaca

Managing Director, Private Wealth Client Services
Andy Ohman

Andy Ohman, CPA, CFP®

Regional Managing Director, Client Service – West Region
Lars Okeson

Lars G. Okeson, CPA

Managing Director, Wealth Advisor
Erica Olsen

Erica Olsen

Associate, Private Client Service
Mark Ostroff

Mark Ostroff

Managing Director, Wealth Advisor
Beth Otero

Beth Otero

Associate Director, Private Wealth Client Services
Debbie Ottomeyer

Debbie Ottomeyer

Director, Private Wealth Client Services

Anne Paape, J.D.

Managing Director, Head of Wealth Strategy
Eve Paquet

Eve Paquet

Associate Director, Private Wealth Client Services