Our Cresset Team

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

Showing 97–112 of 357 results
Tara DeLong

Tara DeLong

Associate Director, Events & Client Experience
Mathew Delricco

Matt Delricco CFA

Director, Investment Strategy
Hailey DeMarzo

Hailey DeMarzo

Director, Reporting
Demi DiCristofano

Demi DiCristofano

Associate Director, Private Wealth Client Services
John Diercksen

John Diercksen

Managing Director, Senior Relationship Manager
Lauren Dietz

Lauren Dietz

Associate Director, Events & Client Experience
Erin Ditter

Erin Ditter

Associate Director, Lifestyle Services
Ralph Divino

Ralph Divino

Managing Director, Investment Strategy
Amanda Doyle

Amanda Doyle

Director, Private Investment Operations
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 Real Estate
Stephanie Effron

Stephanie Effron

Associate Director, CFO Services