Our Cresset Team

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

Showing 241–256 of 360 results
Andy Ohman

Andy Ohman, CPA, CFP®

Regional Managing Director, Client Service – West Region
Lars Okeson

Lars G. Okeson, CPA

Managing Director, Wealth Advisor
Clay Olsen

Clay Olsen

Director, Private Markets
Erica Olsen

Erica Olsen

Associate, Private Client Service
Mark Ostroff

Mark Ostroff

Managing Director, Wealth Advisor
Beth Otero

Beth Otero

Associate Director, Private Wealth Client Services
Debbie Ottomeyer

Debbie Ottomeyer

Director, Private Wealth Client Services
Anne Paape 700x425 2

Anne Paape, J.D.

Managing Director, Head of Wealth Strategy
Eve Paquet

Eve Paquet

Associate Director, Private Wealth Client Services
Joe Park

Joe Park

Managing Director, Chief Operating Officer
Lily Patterson

Lily Patterson

Associate, Administrative Assistant
Heather Pelant

Heather Pelant

Managing Director, Wealth Advisor
Amber Pena

Amber Peña

Associate Director, Office Manager & Client Administration
Hannah Petty

Hannah Petty

Director, Private Wealth Client Services
Wiley Pickett

Wiley Pickett

Associate, Investments
Michael Pickney

Michael Pinckney

Managing Director, Wealth Advisor