Our Cresset Team

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

Showing 1–7 of 7 results
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Jon Crow

Jon Crow

Executive Managing Director, Head of Client Advisory Services
Charles Maxwell

Charlie Maxwell, CFP®

Co-Founder and Co-Chairman
James Robbins

Jim Robbins, CIMA®

Executive Managing Director
Jacob Kaites

Jacob Kaites

Associate, Wealth Advisor
Dan Kambeitz

Dan Kambeitz, CFP®

Managing Director, Wealth Advisor
Selena Long

Selena Long

Associate Director, Private Wealth Client Services
Chris Mortvedt

Chris Mortvedt, ChFC®

Associate, Wealth Advisor