Our Cresset Team

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

Showing 81–96 of 338 results
Cherry Cheng

Cherry Cheng, CPA

Director, Tax Services
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
Zack Cleveland

Zack Cleveland

Director
Brett Cloe

Brett Cloe, CFP®

Associate Director, Wealth Advisor
Trey Collins

Trey Collins, CFP®

Associate Director, Wealth Planner
Teresa Cooper

Teresa Cooper

Director, Private Wealth Client Services
Tim Cotter

Tim Cotter, J.D., CPA, LL.M

Director, Tax Manager
Jack Crampton

Jack Crampton, CFP®

Director, Wealth Advisor
Wesley Crane

Wesley Crane

Managing Director
Lewis Crosby

Lewis Crosby

Associate, Wealth Advisor
Jackson Crowther

Jackson Crowther

Director, Wealth Advisor
Yolanda Cunningham

Yolanda Cunningham

Associate, Executive Assistant
Rob D’Angelo

Rob D’Angelo, CFA

Director, Wealth Advisor