Our Cresset Team

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

Showing 209–224 of 346 results

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

Micah Miller, J.D., LL.M, AEP^®, TEP

Managing Director, Wealth Strategy

Shannon Miller

Managing Director, Private Wealth Client Services

Ashley Mo

Director, Growth Marketing

Andrew Moel

Director, Private Wealth Client Services

Michael Mohr, CFA

Managing Director, Wealth Advisor

Jon Moon

Director, IT Manager

Cathy Morris

Associate Director, Office Manager and Client Administration

Chris Mortvedt

Associate, Wealth Advisor

Cameron Motherwell

Associate, Reporting

Mark (Duke) Mulvoy

Managing Director, Wealth Advisor

Bernardo Murillo, E.A.

Director, Tax Services