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Our Cresset Team

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

Showing 97–112 of 319 results
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
Trey Eldridge

Trey Eldridge, CTFA, JD

Chief Operating Officer and Executive Managing Director at The Connable Office
Michael Ellington

Michael Ellington

Executive Managing Director
Margaret Esquivel-Damato

Margaret Esquivel-Damato

Director, Private Wealth Client Services
Marina Fahmy

Marina Fahmy

Associate Director, Private Wealth Client Services
Joe Falchek

Joe Falchek III, CFP®, CPWA®

Director, Wealth Advisor
Katie Fauntleroy

Katie Fauntleroy

Director, Corporate Development
Bret Fincher

Bret Fincher, CFP®

Managing Director, Wealth Advisor
Chris Fisher

Chris Fisher

Associate, Private Wealth Client Services
Dani Fitzgerald

Dani Fitzgerald

Managing Director, Head Of Business Management
Zach Gardner

Zach Gardner

Managing Director, Wealth Advisor
Chris Georgopoulo

Christopher Georgopoulos

Director, Wealth Advisor
Kathleen Gibson

Kathleen Gibson

Managing Director
Rachel Gil

Rachel Gil

Managing Director, Family Governance, Education, and Philanthropy