Cresset announced today the addition of experienced financial advisors in the Atlanta region. Michael Mohr, CFA, and Todd Tautfest have joined Cresset from Wilmington Trust. The team will be based in Atlanta and will serve local clientele in addition to clients across the country.
Mohr joins Cresset as Managing Director. He previously held the position of Managing Director, Southeast Region for Wilmington Trust, where he was responsible for leading investment advisory services for high-net-worth clients and managed the firm’s advisors in Georgia.
Mohr has more than 25 years of experience in portfolio management and is a CFA charterholder and member of the CFA Institute. He is also a member of the Finance Council of the Roman Catholic Archdiocese of Atlanta, where he chairs the investment committee. Mohr earned a bachelor’s degree from Furman University and an MBA from Georgia State University.
Tautfest also joins Cresset as Managing Director. Prior to Cresset, he was Managing Director, Southeast Region for Wilmington Trust, where he worked with high-net-worth clients, business owners, foundations, and endowments. Tautfest has nearly 30 years of experience in wealth management.
In addition to being a member of the Atlanta Estate Planning Council, Tautfest is a board member with The NAMES Project Foundation, which is the custodian of The AIDS Memorial Quilt, and Open Hand. He is a past board member of the Atlanta Botanical Garden and the Museum of Contemporary Art of Georgia. Tautfest earned a bachelor’s degree from the University of Oklahoma.
“We’re thrilled to welcome Michael, and Todd to Cresset. They embody our innovative spirit and commitment to put clients first. Given their deep commitment to the Atlanta community, we’re excited to partner with them in serving their hometown,” said Doug Regan, Cresset Co-Chairman and Founding Partner.
Since its founding less than three years ago, Cresset has grown to more than $6 billion in assets under management and seven offices across the United States.
About Cresset
Cresset is an independent, award-winning multi-family office and private investment firm with more than $70 billion in assets under management (as of 7/1/25). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.
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