Our Cresset Team

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

Showing 273–288 of 338 results
Chris Schlatter

Chris Schlatter

Managing Director, Wealth Advisor
Lacey Schoenbachler

Lacey Schoenbachler

Director, Private Wealth Client Services
Eric Schoener

Eric H. Schoener, CFP®, CIMA®

Managing Director, Wealth Advisor
John Schriver

John Schriver, CFA, CAIA

Managing Director, Wealth Advisor
Jake Schwinn

Jake Schwinn, CFA

Managing Director, Wealth Advisor
Kevin Sedwick

Kevin Sedwick

Managing Director, Investments
Aaron Self

Aaron Self

Associate, Wealth Advisor
Zach Senft

Zach Senft

Associate Director, Investment Operations
Isabel Sepulveda

Isabel Sepulveda, CFP®

Associate Director, Wealth Advisor
LeAnn Shea

LeAnn Shea, MBA

Director, Private Wealth Client Services
Maggie Shriver

Maggie Shriver

Director, Private Wealth Client Services
Patrick Siering

Patrick Siering, MBA

Managing Director, Wealth Advisor
Ryan Siewert

Ryan Siewert, CFP®, CEPA

Director, Wealth Advisor
Sarah Simon

Sarah Simon, J.D.

Managing Director, Wealth Advisor
Caleb Sine

Caleb Sine

Managing Director, Head of Operations – Family Office Services
Jimmy Sioris

Jimmy Sioris, MBA

Managing Director, Wealth Advisor