Our Cresset Team

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

Showing 17–32 of 338 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
Mike Silverman

Mike Silverman

Executive Managing Director, Chief Investment Officer
Kirk Rimer

Kirk Rimer

Executive Managing Director
Kelly Downs

Kelly Downs, CFP®

Regional Managing Director, East Region
Oleg Ikhelson

Oleg Ikhelson, J.D., 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