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Our Cresset Team

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

Showing 209–224 of 325 results
Duke Mulvoy

Mark (Duke) Mulvoy

Managing Director, Wealth Advisor
Bernardo Murillo

Bernardo Murillo, E.A.

Director, Tax Services
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
Clay Olsen

Clay Olsen

Director, Private Markets
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

Anne Paape, J.D.

Managing Director, Head of Wealth Strategy
Eve Paquet

Eve Paquet

Associate Director, Private Wealth Client Services