Our Cresset Team

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

Showing 65–80 of 345 results

Bill Buchband, CFA

Managing Director, Wealth Advisor

Jessica Buchholz

Associate Director, Tax Services

Sarah Burney

Managing Director, Wealth Advisor

Deborah Camillo

Associate Director, Private Wealth Client Services

Karla Campbell, CPA

Chief Financial Officer, Security Officer at The Connable Office

Noel Campbell, CFP^®, CEPA

Managing Director, Wealth Advisor

Leslie Cannon, CFP^®

Associate Director, Private Wealth Client Services

Sandy Cardin

Senior Consultant of Philanthropy and Impact

Jon Marc Carrier

Director, Business Management

Trish Cashman

Managing Director, Private Wealth Client Services

Kathleen Cassidy

Associate Director, Strategic Events & Marketing

Beth Kytle Chandler

Managing Director, Wealth Advisor

Michelle Chapin

Managing Director, Wealth Strategy

Shanting Chen

Associate Director, Fund Accounting

Cherry Cheng, CPA

Director, Tax Services

Steve Ching

Managing Director, Investments