Our Cresset Team

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

Showing 225–240 of 357 results
Dan Morgan

Dan Morgan

Associate, Investment Analyst
Cathy Morris

Cathy Morris

Associate Director, Office Manager and Client Administration
Chris Mortvedt

Chris Mortvedt, ChFC®

Associate, Wealth Advisor
Camero Motherwell

Cameron Motherwell

Associate, Reporting
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
Lauren Neal

Laura Neal

Director, Family Office Services
April Neuhaus

April Neuhaus

Associate, Executive Assistant
Derek Noel

Derek Noel

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