Our Cresset Team

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

Showing 97–112 of 346 results

Natalie Daneshbakhsh

Director, Private Wealth Client Services

Emily Dedmon

Director, Private Wealth Client Services

Tara DeLong

Associate, Events & Marketing

Matt Delricco CFA

Associate Director, Wealth Advisor

Hailey DeMarzo

Director, Reporting

Demi DiCristofano

Associate Director, Private Wealth Client Services

Lauren Dietz

Senior Associate, Events & Marketing

Erin Ditter

Associate Director, Lifestyle Services

Amanda Doyle

Director, Private Investment Operations

Kimberly DuBord, CPWA^®

Managing Director, Wealth Advisor

Katherine Dumont

Associate, Executive Assistant

Robert B. Dunkin

Managing Director, Wealth Advisor

Patrick Dunton, CFP^®

Associate Director, Wealth Advisor

Amanda Earl

Associate, Private Wealth Client Services

Carter Eckerline

Director, Private Markets

Stephanie Effron

Associate Director, CFO Services