Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 33–48 of 338 people
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David Arizini
Senior Managing Director, Wealth Advisor
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Corey Kelly
Director, Wealth Advisor
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John Allen, CFP®
Director, Wealth Planner
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Brooks Allen, CFP®
Associate, Wealth Advisor
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Savannah Andersen, CFP®
Managing Director, Head of Strategy
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Michael Anderson
Associate
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Katherine Archer
Director
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Taylor Arnwine
Associate, Private Wealth Client Services
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Jill Asrael, CPA
Managing Director, Wealth Advisor
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Serina Awadalla, CFP®
Director, Wealth Advisor
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Leah Barr
Managing Director, Philanthropy
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Beth Barrett Lawther, CFA, CEPA
Managing Director, Wealth Advisor
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Ben Bates
Managing Director, Private Markets
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Karen Bayona
Director, Chief of Staff to Cresset Executive Managing Director
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Mark Bendinelli, CFA
Managing Director, Wealth Advisor
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Alicia Bennett, CGSP®
Director, Lifestyle Services