Our Cresset Team

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

Showing 17–32 of 41 results
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Natalie Daneshbakhsh

Natalie Daneshbakhsh

Director, Private Wealth Client Services
Amanda Earl

Amanda Earl

Associate, Private Wealth Client Services
Chris Fisher

Chris Fisher

Associate, Private Wealth Client Services
Megan Hall Weinberg

Megan Hall Weinberg

Associate, Executive Assistant to Susie Cranston
Patrick Hejlik

Patrick Hejlik

Managing Director, Investments
Andrew Huang

Andrew Huang, CFA

Managing Director, Wealth Advisor
Lexi Johnson

Lexi Johnson

Associate, Private Wealth Client Services
Sophie Lee

Sophie Lee, CFP®

Managing Director, Wealth Advisor
James Longinotti

James Longinotti, CFA, CFP®

Managing Director, Wealth Advisor
George Lujan

George Lujan, CFP®

Director, Wealth Advisor
Tim Maguire

Tim Maguire

Regional Managing Director, West Region
Josh Togger

Micah Miller, J.D., LL.M, AEP®, TEP

Managing Director, Wealth Strategy
Bernardo Murillo

Bernardo Murillo, E.A.

Director, Tax Services
Erica Olsen

Erica Olsen

Associate, Private Client Service
Heather Pelant 700x420 1

Heather Pelant

Managing Director, Wealth Advisor
Gia Llorin Rojas

Gia Llorin Rojas

Director, Private Wealth Client Services