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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 305–320 of 337 results
Diane Tobin

Diane Tobin

Managing Director, Operations
Josh Togger

Josh Togger, CFA

Associate Director, Wealth Advisor
Michelle Trivers

Michelle Trivers

Director, Private Wealth Client Services
Cady Troester

Cady Troester, J.D., CTFA

Director, Trust Services
Julian Turosienski

Julian Turosienski, CFP®

Associate Director, Wealth Advisor
Marina van Steen

Marina van Steen

Associate Director, Wealth Advisor
Catherine Vasquez

Catherine Vasquez

Associate Director, Private Wealth Client Services
Lillian Vassilatos

Lillian Vassilatos

Director, Private Wealth Client Services
Griffin Victorson 700x425 1

Griffin Victorson

Associate, Private Wealth Client Services
Camille Kroncke 700x425 1

Camille Vukodinovich CFP®, ABFP®

Director, Wealth Advisor
Ryan Walker

Ryan Walker, CFA

Managing Director, Wealth Advisor
Jamie Wall

Jamie Wall

Director, Private Wealth Client Services
Lori Wallace 700x425 1

Lori Wallace, MBA

Managing Director, Investments
Bing Wang

Bing Wang

Director, Fund Accounting
Cathy Ward

Catherine Ward

Associate Director, Private Wealth Client Services
Steve Wathen

Stephen P. Wathen

Managing Director, Client Services
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