Our Cresset Team

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

Showing 113–128 of 345 results

Trey Eldridge, J.D., CTFA

Chief Operating Officer and Executive Managing Director at The Connable Office

Alvaro Encinas

Associate, Client Service Private Investments

Margaret Esquivel-Damato

Director, Private Wealth Client Services

Cheryl Evert

Managing Director, Fixed Income

Marina Fahmy

Associate Director, Private Wealth Client Services

Joe Falchek III, CFP^®, CPWA^®

Director, Wealth Advisor

Katie Fauntleroy

Director, Corporate Development

Jordan Feurer

Regional Managing Director, Client Service – East Region

Bret Fincher

Managing Director, Wealth Advisor

Chris Fisher

Associate, Private Wealth Client Services

Dani Fitzgerald

Managing Director, Head Of Business Management

John Flaherty

Associate Director, Banking & Lending

Matthew Gaines, CFA, CFP^®

Managing Director, Head of CFO Services

Christopher Georgopoulos

Director, Wealth Advisor

Kathleen Gibson

Managing Director

Rachel Gil

Managing Director, Family Governance