Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 273–288 of 338 people
-

Eddie Segura
Associate, Private Wealth Client Services
-

Aaron Self
Associate, 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
-

Caleb Sine
Managing Director, Head of Operations – Family Office Services
-

Jimmy Sioris, MBA
Managing Director, Wealth Advisor
-

Christine Sloboth
Director, Client Administration
-

Nick Smith
Managing Director, Wealth Advisor
-

Alex Smith
Managing Director, Wealth Advisor
-

Nathan Snodgrass, CFA, CFP®
Managing Director, Wealth Advisor
-

Kenny Sorosky
Managing Director, Wealth Advisor
-

Karen Sotallaro, CFP®, CRPS®
Managing Director, Wealth Advisor
-

Madison Spiegel
Director, Lifestyle Services