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Our Cresset Team

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

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Showing 97–112 of 345 results
Natalie Daneshbakhsh

Natalie Daneshbakhsh

Director, Private Wealth Client Services
Emily Dedmon

Emily Dedmon

Director, Private Wealth Client Services
Tara DeLong

Tara DeLong

Associate, Events & Marketing
Mathew Delricco

Matt Delricco CFA

Associate Director, Wealth Advisor
Hailey DeMarzo

Hailey DeMarzo

Director, Reporting
Demi DiCristofano

Demi DiCristofano

Associate Director, Private Wealth Client Services
Lauren Dietz

Lauren Dietz

Senior Associate, Events & Marketing
Erin Ditter

Erin Ditter

Associate Director, Lifestyle Services
Amanda Doyle

Amanda Doyle

Director, Client Service Private Investments
Kimberly Dubord

Kimberly DuBord, CPWA®

Managing Director, Wealth Advisor
Katherine Dumont

Katherine Dumont

Associate, Executive Assistant
Bob Dunkin

Robert B. Dunkin

Managing Director, Wealth Advisor
Patrick Dunton

Patrick Dunton, CFP®

Associate Director, Wealth Advisor
Amanda Earl

Amanda Earl

Associate, Private Wealth Client Services
Carter Eckerline

Carter Eckerline

Director, Private Markets
Stephanie Effron

Stephanie Effron

Associate Director, CFO Services
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