Our Cresset Team

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

Showing 273–288 of 345 results

Marc Sato

Managing Director, People and Culture

Hanley Sayers

Managing Director, Wealth Advisor

Chris Schlatter

Managing Director, Wealth Advisor

Lacey Schoenbachler

Director, Private Wealth Client Services

Eric H. Schoener, CFP^®, CIMA^®

Managing Director, Wealth Advisor

John Schriver, CFA, CAIA

Managing Director, Wealth Advisor

Jake Schwinn, CFA

Managing Director, Wealth Advisor

Kevin Sedwick

Managing Director, Investments

Aaron Self

Associate, Wealth Advisor

Zach Senft

Associate Director, Investment Operations

Isabel Sepulveda, CFP^®

Associate Director, Wealth Advisor

LeAnn Shea, MBA

Director, Private Wealth Client Services

Maggie Shriver

Director, Private Wealth Client Services

Patrick Siering, MBA

Managing Director, Wealth Advisor

Ryan Siewert, CFP^®, CEPA

Director, Wealth Advisor

Sarah Simon, J.D.

Managing Director, Wealth Advisor