Our Cresset Team

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

Showing 209–224 of 321 results

Anne Novak, CPA, PFS, CTFA

Managing Director & Vice President, Cresset Trust Company

Andrew O’Connell

Managing Director, Wealth Advisor

Paula Oaxaca

Managing Director, Private Wealth Client Services

Andy Ohman, CPA, CFP^®

Regional Managing Director, Client Service – West Region

Lars G. Okeson, CPA

Managing Director, Wealth Advisor

Clay Olsen

Director, Private Markets

Erica Olsen

Associate, Private Client Service

Mark Ostroff

Managing Director, Wealth Advisor

Beth Otero

Associate Director, Private Wealth Client Services

Debbie Ottomeyer

Director, Private Wealth Client Services

Anne Paape, J.D.

Managing Director, Head of Wealth Strategy

Eve Paquet

Associate Director, Private Wealth Client Services

Joe Park

Managing Director, Chief Operating Officer

Heather Pelant

Managing Director, Wealth Advisor

Hannah Petty

Director, Private Wealth Client Services

Michael Pinckney

Managing Director, Wealth Advisor