Our Cresset Team

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

Showing 17–32 of 37 results
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Anthony Golesorkhi

Anthony Golesorkhi

Associate Director, Private Investment Operations
Piper Greenbaum

Piper Greenbaum

Director, Private Wealth Client Services
Abby Holmes

Abby Holmes, CEPA, CFP®

Managing Director, Wealth Advisor
Tara Jones Headshot

Tara Jones, CGSP®

Managing Director, Head of Lifestyle Services
Ali Kahil

Ali Kahil

Director, Tax Services Automation & Operations
Melissa Long

Melissa Long

Director, Private Wealth Client Services
MeMe McNairy-Glenn

MeMe McNairy-Glenn

Managing Director, National Strategic Growth
Lars Okeson

Lars G. Okeson, CPA

Managing Director, Wealth Advisor
Amanda Plonski

Amanda Plonski, CEPA, CFP®, CPWA®

Managing Director, Wealth Advisor
Andy Preisendanz

Andy Preisendanz

Associate Director, Wealth Advisor
Davina Proffitt

Davina Proffitt

Director, Custodian Operations
Eric Schoener

Eric H. Schoener, CFP®, CIMA®

Managing Director, Wealth Advisor
Maggie Shriver

Maggie Shriver

Director, Private Wealth Client Services
Madison Spiegel

Madison Spiegel

Director, Lifestyle Services
Tami St. Francis

Tami St. Francis

Associate Director, Private Wealth Client Services
Josh Togger

Josh Togger, CFA

Associate Director, Wealth Advisor