Our Cresset Team

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

Showing 241–256 of 338 results
Amber Pena

Amber Peña

Associate Director, Office Manager & Client Administration
Alex Penning

Alex Penning

Managing Director, Head of Banking & Lending
Hannah Petty

Hannah Petty

Director, Private Wealth Client Services
Wiley Pickett

Wiley Pickett

Associate, Investments
Michael Pickney

Michael Pinckney

Managing Director, Wealth Advisor
Amanda Plonski

Amanda Plonski, CFP®, CPWA®, CEPA

Managing Director, Wealth Advisor
Scott Politz

Scott Politz, CFP®

Associate, Wealth Advisor
Kim Polston

Kim Polston

Director, Private Wealth Client Services
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
Candace Premo

Candace Premo

Associate, Executive Assistant
Davina Proffitt

Davina Proffitt

Director, Client Services
Katherine Pyle

Katherine Pyle

Associate
John Quinlan

John Quinlan, CAPI, CPRIA

Managing Director, Head of Insurance Advisory
Angela Raitzin

Angela Raitzin, CFP®, CEPA, CRPC®

Managing Director, Wealth Advisor