Our Cresset Team

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

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Eric Becker

Founder and Co-Chairman

Avy Stein

Founder and Co-Chairman

Susie Cranston

President and Chief Operating Officer

Doug Regan

Founding Partner and Co-Chairman

Jack Ablin, CFA

Chief Investment Officer and Founding Partner

Jessica Malkin

Executive Managing Director, Chief Growth Officer

Adwoa Mograbi

Executive Managing Director, Chief People Officer

Mark Rogozinski

President, Family Office Services

Bill Rudnick

Executive Managing Director, Chief Legal Officer

Amy Hong

Executive Managing Director, Chief Compliance Officer

Patrick Regan, MBA, CFA

Managing Director, Deputy CIO

Paul Algreen

Managing Director, Chief Technology Officer

Michael Costabile

Executive Managing Director, Chief Financial Officer

Paul Tramontano

Executive Managing Director, Wealth Advisor

Jon Goldstein

Executive Managing Director, Wealth Advisor

Dagny Maidman, J.D.

Executive Managing Director, Wealth Advisor

David W. Karp

Co-Founder and Senior Managing Director

Charlie Maxwell, CFP^®

Co-Founder and Co-Chairman

Justin Berman

Co-Founder and Co-Chairman

Mike Silverman

Executive Managing Director

Kirk Rimer

Executive Managing Director

Chris Chase

Managing Director, Wealth Advisor

Erik Ralston

Managing Director, Wealth Advisor

W Janet Dougherty, CFA

Managing Director, Wealth Advisor

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.