Our Cresset Team

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

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Susie Cranston

Susie Cranston

Chief Executive Officer (effective April 15, 2026)
Amy Hong

Amy Hong

Executive Managing Director, Chief Operating Officer & Chief Compliance Officer
Melissa Karetny

Melissa Karetny

Executive Managing Director, Chief People Officer
Dheeraj Soni

Dheeraj Soni

Managing Director, Chief Technology Officer & Head of Trading
Dagny Maidman

Dagny Maidman, JD

Executive Managing Director, Wealth Advisor
Chris Chase

Chris Chase

Managing Director, Wealth Advisor
Erik Ralston

Erik Ralston

Managing Director, Wealth Advisor
Brooks Hays Slate

Brooks Hays Slate, CFA

Managing Director, Wealth Advisor
Alex Smith 700x425 1

Alex Smith

Managing Director, Wealth Advisor
Whitney Webb

Whitney Webb

Managing Director, Head of Family Governance
Heather Goodman 700x425 1

Heather Goodman

Co-President, Cresset Sports & Entertainment
Sarah Adams

Sarah Adams

Managing Director, Deputy General Counsel
Erica Berger

Erica Berger

Associate Director, Private Wealth Client Services
Jake Bond

Jake Bond

Managing Director, Wealth Advisor
Steve Ching

Steve Ching

Managing Director, Investments
Jackson Crowther

Jackson Crowther

Director, Wealth Advisor