Our Cresset Team

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

Showing 17–32 of 351 results
David Karp 700x425

David W. Karp

Co-Founder and Senior Managing Director
Charles Maxwell

Charlie Maxwell, CFP®

Co-Founder and Co-Chairman
Justin Berman

Justin Berman

Co-Founder and Co-Chairman
Chris Chase

Chris Chase

Managing Director, Wealth Advisor
Erik Ralston

Erik Ralston

Managing Director, Wealth Advisor
Janet Dougherty

W Janet Dougherty, CFA

Managing Director, Wealth Advisor
Chris Demonte

Christopher J. DeMonte, CFA

Managing Director, Wealth Advisor
Oliver Rose

Oliver Rose, CEPA

Founder, Cresset Catalyst & Head of Strategy, Family Office Services
Whitney Webb

Whitney Webb

Managing Director, Head of Family Governance
Kirk Rimer

Kirk Rimer

Executive Managing Director
Kelly Downs

Kelly Downs, CFP®

Regional Managing Director, East Region
Oleg Ikhelson

Oleg Ikhelson, JD, CPA

Managing Director, Head of Tax
Cathy Rieder

Cathy Rieder

Managing Director, Digital Experience
Sam Katzman 700x425 1

Sam Katzman

Executive Managing Director, Wealth Advisor
David Arizini

David Arizini

Senior Managing Director, Wealth Advisor
Doug Raetz 700x425 1

Doug Raetz

Co-President, Cresset Sports & Entertainment