Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 209–224 of 338 people
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Brent Meyer, CFP®
Director, Wealth Advisor
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Micah Miller, J.D., LL.M, AEP®, TEP
Managing Director, Wealth Strategy
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Shannon Miller
Managing Director, Private Wealth Client Services
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Ashley Mo
Director, Growth Marketing
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Andrew Moel
Director, Private Wealth Client Services
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Michael Mohr, CFA
Managing Director, Wealth Advisor
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Dan Morgan
Associate, Investment Analyst
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Cathy Morris
Associate Director, Office Manager and Client Administration
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Chris Mortvedt, ChFC®
Associate, Wealth Advisor
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Mark (Duke) Mulvoy
Managing Director, Wealth Advisor
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Bernardo Murillo, E.A.
Director, Tax Services
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Marcel Myszewski
Associate Director, Wealth Advisor
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Wen Nottebohm, CFP®
Managing Director, Wealth Advisor
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Anne Novak, CPA, PFS, CTFA
Managing Director & Vice President, Cresset Trust Company
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Andrew O’Connell
Managing Director, Wealth Advisor
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Paula Oaxaca
Managing Director, Private Wealth Client Services