Our Cresset Team

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

Showing 257–272 of 345 results

Katherine Pyle

John Quinlan, CAPI, CPRIA

Managing Director, Head of Insurance Advisory

Angela Raitzin, CFP^®, CEPA, CRPC^®

Managing Director, Wealth Advisor

Vanessa Ramich

Managing Director, Wealth Advisor

Raquel Ramirez

Managing Director, Marketing Content & Collateral

Heather Ramsey, CFA

Managing Director, Investment Operations & Trading

Chad Recht

Managing Director, Head of Investment and Data Technology

Nikolas Reed

Associate Director, Private Wealth Client Services

Lisa Rickman, CPA

Director, Trust Services

Joey Rizza

Associate, Private Wealth Client Services

Jim Robbins, CIMA^®

Executive Managing Director

Maria Rogers

Associate, Private Wealth Client Services

Gia Llorin Rojas

Director, Private Wealth Client Services

Alyssa Rosendahl, J.D., CTFA

Director, Trust Services

Tim Ross, CFA, CFP^®

Managing Director, Investments

John Sarabia, CFP^®

Associate Director, Wealth Advisor