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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 113–128 of 346 results
Trey Eldridge

Trey Eldridge, J.D., CTFA

Chief Operating Officer and Executive Managing Director at The Connable Office
Alvaro Encinas

Alvaro Encinas

Associate, Private Investment Operations
Margaret Esquivel-Damato

Margaret Esquivel-Damato

Director, Private Wealth Client Services
Cheryl Evert

Cheryl Evert

Managing Director, Fixed Income
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
Jordan Feurer

Jordan Feurer

Regional Managing Director, Client Service – East Region
Bret Fincher

Bret Fincher

Managing Director, Wealth Advisor
Chris Fisher

Chris Fisher

Associate, Private Wealth Client Services
Dani Fitzgerald

Dani Fitzgerald

Managing Director, Head Of Business Management
John Flaherty

John Flaherty

Associate Director, Banking & Lending
Matt Gaines

Matthew Gaines, CFA, CFP®

Managing Director, Head of CFO Services
Chris Georgopoulo

Christopher Georgopoulos

Director, Wealth Advisor
Kathleen Gibson

Kathleen Gibson

Managing Director
Rachel Gil

Rachel Gil

Managing Director, Family Governance
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