Our Cresset Team

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

Showing 273–288 of 360 results
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 Director, Private Wealth Client Services
Shelby Rogers

Shelby Rogers

Managing Director, Private Wealth Client Services
Gia Llorin Rojas

Gia Llorin Rojas

Director, Private Wealth Client Services
Alyssa Rosendahl

Alyssa Rosendahl, J.D., CTFA

Managing Director, Trust Services
Tim Ross

Tim Ross, CFA, CFP®

Managing Director, Investments
Kara Rosello

Kara Rossello

Consultant, Security & Intelligence Advisor
John Sarabia

John Sarabia, CFP®

Director, Wealth Advisor
Marc Sato

Marc Sato

Managing Director, People and Culture
Hanley Sayers

Hanley Sayers

Managing Director, Wealth Advisor
Chris Schlatter

Chris Schlatter

Managing Director, Wealth Advisor
Max Schnee

Max Schnee

Associate, Investment Analyst
Lacey Schoenbachler

Lacey Schoenbachler

Director, Private Wealth Client Services