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Our Cresset Team

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

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Showing 289–304 of 345 results
Caleb Sine

Caleb Sine

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

Jimmy Sioris, MBA

Managing Director, Wealth Advisor
Jessica Sirotkin

Jessica Sirotkin

Associate Director, Operations Manager
Alex Smith 700x425 1

Alex Smith

Managing Director, Wealth Advisor
Nathan Snodgrass

Nathan Snodgrass, CFA, CFP®

Managing Director, Wealth Advisor
Kenny Sorosky

Kenny Sorosky

Managing Director, Wealth Advisor
Karen Sotallaro

Karen Sotallaro, CFP®, CRPS®

Managing Director, Wealth Advisor
Madison Spiegel

Madison Spiegel

Director, Lifestyle Services
Tami St. Francis

Tami St. Francis

Associate Director, Private Wealth Client Services
Holly Stallons

Holly Stallons, CAPI, CPRIA

Director, Insurance Advisory
Jack Stinn

Jack Stinn

Associate Director, Wealth Advisor
Nathan Stoker

Nathan Stoker, CFP®, CSRIC®

Associate Director, Wealth Advisor
Chris Stout

Chris Stout

Managing Director, Wealth Advisor
Adam Strauss

Adam Strauss

Managing Director, Wealth Advisor
Phillip Strohm

Phil Strohm, MSFS

Managing Director, Wealth Advisor
Cayla Surovsky

Cayla Surovsky

Associate, Family Governance
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