Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 17–32 of 338 people
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Paul E. Tramontano
Executive Managing Director, Wealth Advisor
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Jon Goldstein
Executive Managing Director, Wealth Advisor
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Dagny Maidman, JD
Executive Managing Director, Wealth Advisor
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David W. Karp
Co-Founder and Senior Managing Director
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Charlie Maxwell, CFP®
Co-Founder and Co-Chairman
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Justin Berman
Co-Founder and Co-Chairman
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Chris Chase
Managing Director, Wealth Advisor
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Erik Ralston
Managing Director, Wealth Advisor
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W Janet Dougherty, CFA
Managing Director, Wealth Advisor
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Christopher J. DeMonte, CFA
Managing Director, Wealth Advisor
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Oliver Rose, CEPA
Founder, Cresset Catalyst & Head of Strategy, Family Office Services
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Whitney Webb
Managing Director, Head of Family Governance, Education, and Philanthropy
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Kirk Rimer
Executive Managing Director
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Kelly Downs, CFP®
Regional Managing Director, East Region
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Cathy Rieder
Managing Director, Digital Experience
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Sam Katzman
Executive Managing Director, Wealth Advisor