Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 257–272 of 338 people
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Maria Rogers
Associate Director, Private Wealth Client Services
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Shelby Rogers
Managing Director, Private Wealth Client Services
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Gia Llorin Rojas
Director, Private Wealth Client Services
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Alyssa Rosendahl, J.D., CTFA
Managing Director, Trust Services
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Tim Ross, CFA, CFP®
Managing Director, Investments
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Alex Santos, CFP®, CEPA®
Managing Director, Wealth Advisor
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John Sarabia, CFP®
Director, Wealth Advisor
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Marc Sato
Managing Director, People and Culture
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Hanley Sayers
Managing Director, Wealth Advisor
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Chris Schlatter
Managing Director, Wealth Advisor
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Max Schnee
Associate, Investment Analyst
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Lacey Schoenbachler
Director, Private Wealth Client Services
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Eric H. Schoener, CFP®, CIMA®
Managing Director, Wealth Advisor
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John Schriver, CFA, CAIA
Managing Director, Wealth Advisor
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Richard Schwartz
Director, Tax Services
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Jake Schwinn, CFA
Managing Director, Wealth Advisor