Our Cresset Team

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

Showing 81–96 of 346 results

Derek M. Chipman

Director, Private Investment Reporting Manager

Tom Christman

Managing Director, Talent Acquisition

Kasia Chudzik

Managing Director, Client Services

Zack Cleveland, CFA

Brett Cloe, CFP^®

Associate Director, Wealth Advisor

Trey Collins, CFP^®

Associate Director, Wealth Planner

Teresa Cooper

Director, Private Wealth Client Services

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

Director, Tax Manager

Jack Crampton, CFP^®

Director, Wealth Advisor

Wesley Crane

Managing Director

Lewis Crosby

Associate, Wealth Advisor

Jackson Crowther

Director, Wealth Advisor

Yolanda Cunningham

Associate, Executive Assistant

Rob D’Angelo, CFA

Director, Wealth Advisor

Henry Dale

Associate, Wealth Advisor

Jessica Daley

Director, Private Wealth Client Service