Our Cresset Team

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

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Eric Becker

Eric Becker

Founder and Co-Chairman
Avy Stein

Avy Stein

Founder and Co-Chairman
Susie Cranston

Susie Cranston

President and Chief Operating Officer
Doug Regan

Doug Regan

Founding Partner and Co-Chairman
Jack Ablin

Jack Ablin, CFA

Chief Investment Officer and Founding Partner
Jessica Malkin

Jessica Malkin

Executive Managing Director, Chief Growth Officer
Adwoa Mograbi

Adwoa Mograbi

Executive Managing Director, Chief People Officer
Mark Rogozinski

Mark Rogozinski

President, Family Office Services
Bill Rudnick

Bill Rudnick

Executive Managing Director, Chief Legal Officer
Amy Hong

Amy Hong

Executive Managing Director, Chief Compliance Officer
Patrick Regan

Patrick Regan, MBA, CFA

Managing Director, Deputy CIO
Paul Algreen

Paul Algreen

Managing Director, Chief Technology Officer
Michael Costabile

Michael Costabile

Executive Managing Director, Chief Financial Officer
Paul Tramontano

Paul Tramontano

Executive Managing Director, Wealth Advisor
Jon Goldstein

Jon Goldstein

Executive Managing Director, Wealth Advisor
Dagny Maidman

Dagny Maidman, J.D.

Executive Managing Director, Wealth Advisor
David Karp 700x425

David W. Karp

Co-Founder and Senior Managing Director
Charles Maxwell

Charlie Maxwell, CFP®

Co-Founder and Co-Chairman
Justin Berman

Justin Berman

Co-Founder and Co-Chairman
Mike Silverman

Mike Silverman

Executive Managing Director
Kirk Rimer

Kirk Rimer

Executive Managing Director
Chris Chase

Chris Chase

Managing Director, Wealth Advisor
Erik Ralston

Erik Ralston

Managing Director, Wealth Advisor
Janet Dougherty

W Janet Dougherty, CFA

Managing Director, Wealth Advisor