Our Cresset Team

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

Showing 305–320 of 345 results

Sam Swenson

Associate, Private Wealth Services

Todd Tautfest

Managing Director, Wealth Advisor

Matt Teich, CFA, CFP^®

Managing Director, Wealth Advisor

Michael Texido

Managing Director, Wealth Advisor

Diane Tobin

Managing Director, Operations

Josh Togger, CFA

Associate Director, Wealth Advisor

Michelle Trivers

Director, Private Wealth Client Services

Cady Troester, J.D., CTFA

Director, Trust Services

Julian Turosienski, CFP^®

Associate Director, Wealth Advisor

Marina van Steen

Associate Director, Wealth Advisor

Catherine Vasquez

Associate Director, Private Wealth Client Services

Lillian Vassilatos

Director, Private Wealth Client Services

Angela Venuti

Associate, Private Wealth Client Services

Griffin Victorson

Associate, Private Wealth Client Services

Camille Vukodinovich CFP^®, ABFP®

Director, Wealth Advisor

Kelly Wagman

Director, AI Business Enablement