Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 225–240 of 338 people
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Andy Ohman, CPA, CFP®
Regional Managing Director, Client Service – West Region
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Lars G. Okeson, CPA
Managing Director, Wealth Advisor
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Clay Olsen
Director, Private Markets
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Erica Olsen
Associate, Private Client Service
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Mark Ostroff
Managing Director, Wealth Advisor
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Beth Otero
Associate Director, Private Wealth Client Services
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Debbie Ottomeyer
Director, Private Wealth Client Services
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Anne Paape, J.D.
Managing Director, Head of Wealth Strategy
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Eve Paquet
Associate Director, Private Wealth Client Services
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Joe Park
Managing Director, Chief Operating Officer
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Priti Patel
Managing Director, Head of Bill Pay
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Heather Pelant
Managing Director, Wealth Advisor
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Hannah Petty
Director, Private Wealth Client Services
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Michael Pinckney
Managing Director, Wealth Advisor
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Amanda Plonski, CFP®, CEPA, CPWA®
Managing Director, Wealth Advisor
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Jen Plourd
Director, Private Wealth Client Services