Our Cresset Team

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

Showing 257–272 of 353 results
Andy Preisendanz

Andy Preisendanz

Associate Director, Wealth Advisor
Candace Premo

Candace Premo

Associate, Executive Assistant
Davina Proffitt

Davina Proffitt

Director, Custodian Operations
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
Vanessa Ramich

Vanessa Ramich

Managing Director, Wealth Advisor
Raquel Ramirez

Raquel Ramirez

Managing Director, Marketing Content & Collateral
Heather Ramsey

Heather Ramsey, CFA

Managing Director, Head of Investment Operations
Chad Recht Featured Image

Chad Recht

Managing Director, Head of Investment and Data Technology
Nikolas Reed

Nikolas Reed

Associate Director, Private Wealth Client Services
Lisa Rickman

Lisa Rickman, CPA

Director, Trust Services
Max Ripans

Max Ripans

Associate, Investment Analyst
Joey Rizza

Joey Rizza

Associate, Private Wealth Client Services
James Robbins

Jim Robbins, CIMA®

Executive Managing Director
Maria Rogers

Maria Rogers

Associate, Private Wealth Client Services