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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 325 results
Joe Park

Joe Park

Managing Director, Chief Operating Officer
Priti Patel

Priti Patel

Managing Director, Head of Bill Pay
Heather Pelant

Heather Pelant

Managing Director, Wealth Advisor
Hannah Petty

Hannah Petty

Director, Private Wealth Client Services
Michael Pickney

Michael Pinckney

Managing Director, Wealth Advisor
Amanda Plonski

Amanda Plonski, CFP®, CEPA, CPWA®

Managing Director, Wealth Advisor
Scott Politz

Scott Politz, CFP®

Associate Director, Wealth Advisor
Kim Polston

Kim Polston

Director, Private Wealth Client Services
Sarah Ponczek

Sarah Ponczek-Van Camp, CFP®, CIMA®

Managing Director, Wealth Advisor
Jonathan Pope

Jonathan Pope

Director, Private Wealth Client Services
Teresa Pravata

Teresa Pravata

Director, Private Wealth Client Services
Andy Preisendanz

Andy Preisendanz

Associate Director, Wealth Advisor
Katherine Pyle

Katherine Pyle

Associate Director, Wealth Advisor
John Quinlan

John Quinlan, CAPI, CPRIA

Managing Director, Head of Insurance Advisory
Angela Raitzin

Angela Raitzin, CFP®, CEPA, CRPC®

Managing Director, Wealth Advisor
Vanessa Ramich

Vanessa Ramich

Managing Director, Wealth Advisor