Our Cresset Team

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

Showing 33–48 of 345 results

Doug Raetz

Co-President, Cresset Sports & Entertainment

Heather Goodman

Co-President, Cresset Sports & Entertainment

Corey Kelly

Director, Wealth Advisor

Sarah Adams

Managing Director, Deputy General Counsel

Ginny Adcock

Associate, Marketing

John Allen, CFP^®

Director, Wealth Planner

Savannah Andersen, CFP^®

Managing Director, Head of Strategy

Michael Anderson

Katherine Archer

Taylor Arnwine

Associate, Private Wealth Client Services

Jill Asrael, CPA

Managing Director, Wealth Advisor

Serina Awadalla, CFP^®

Associate Director, Wealth Advisor

Jon Baldwin

Managing Director, Chief Information Security Officer

Beth Barrett Lawther, CFA, CEPA

Managing Director, Wealth Advisor

Colton Barron

Associate, Private Investment Reporting

Ben Bates

Managing Director, Private Markets