Login
Contact

Our Cresset Team

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

Request an Introduction
Showing 65–80 of 356 results
Jessica Buchholz

Jessica Buchholz

Associate Director, Tax Services
Sarah Burney

Sarah Burney

Managing Director, Wealth Advisor
Deborah Camillo

Deborah Camillo

Associate Director, Private Wealth Client Services
Karla Campbell

Karla Campbell, CPA

Chief Financial Officer, Security Officer at The Connable Office
Noel Campbell, CFP®, CEPA

Noel Campbell, CFP®, CEPA

Managing Director, Wealth Advisor
Leslie Cannon

Leslie Cannon, CFP®

Associate Director, Private Wealth Client Services
Sandy Cardin

Sandy Cardin

Senior Consultant of Philanthropy and Impact
Jon Marc Carrier

Jon Marc Carrier

Director, Business Management
Kathleen Cassidy

Kathleen Cassidy

Associate Director, Strategic Events & Marketing
Beth Kytle Chandler

Beth Kytle Chandler

Managing Director, Wealth Advisor
Michelle Chapin

Michelle Chapin

Managing Director, Wealth Strategy
Shanting Chen

Shanting Chen

Associate Director, Fund Accounting
Steve Ching

Steve Ching

Managing Director, Investments
Derek Chipman

Derek M. Chipman

Director, Private Investment Reporting Manager
Tom Christman

Tom Christman

Managing Director, Talent Acquisition
Kasia Chudzik

Kasia Chudzik

Managing Director, Client Services
Login