Our Cresset Team

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

Showing 241–256 of 345 results

Eve Paquet

Associate Director, Private Wealth Client Services

Joe Park

Managing Director, Chief Operating Officer

Lily Patterson

Associate, Administrative Assistant

Amber Peña

Associate Director, Office Manager & Client Administration

Alex Penning

Managing Director, Head of Banking & Lending

Hannah Petty

Director, Private Wealth Client Services

Wiley Pickett

Associate, Investments

Michael Pinckney

Managing Director, Wealth Advisor

Amanda Plonski, CFP^®, CPWA^®, CEPA

Managing Director, Wealth Advisor

Scott Politz, CFP^®

Associate, Wealth Advisor

Kim Polston

Director, Private Wealth Client Services

Jonathan Pope

Director, Private Wealth Client Services

Teresa Pravata

Director, Private Wealth Client Services

Andy Preisendanz

Associate Director, Wealth Advisor

Candace Premo

Associate, Executive Assistant

Davina Proffitt

Director, Custodian Operations