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Our Cresset Team

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

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Showing 225–240 of 345 results
Lauren Neal

Laura Neal

Director, Family Office Services
Kristin Nestor

Kristin Nestor

Director, Private Wealth Client Services
April Neuhaus

April Neuhaus

Associate, Executive Assistant
Derek Noel

Derek Noel

Associate Director, Fixed Income Trading & Operations
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
Jacob Oser

Jacob Oser

Associate, Private Wealth Client Services
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
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