Our Cresset Team

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

Showing 17–32 of 337 results

David W. Karp

Co-Founder and Senior Managing Director

Charlie Maxwell, CFP^®

Co-Founder and Co-Chairman

Justin Berman

Co-Founder and Co-Chairman

Chris Chase

Managing Director, Wealth Advisor

Erik Ralston

Managing Director, Wealth Advisor

W Janet Dougherty, CFA

Managing Director, Wealth Advisor

Christopher J. DeMonte, CFA

Managing Director, Wealth Advisor

Oliver Rose, CEPA

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

Whitney Webb

Managing Director, Head of Family Governance

Mike Silverman

Executive Managing Director, Chief Investment Officer

Kirk Rimer

Executive Managing Director

Kelly Downs, CFP^®

Regional Managing Director, East Region

Oleg Ikhelson, J.D., CPA

Managing Director, Head of Tax

Cathy Rieder

Managing Director, Digital Experience

Sam Katzman

Executive Managing Director, Wealth Advisor

David Arizini

Senior Managing Director, Wealth Advisor