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Cresset Chicago Family Office & Private Wealth Management

We serve founders, entrepreneurs, and ultra high net worth families. Schedule a call with one of our Chicago wealth advisors.

Contact Our Chicago Office

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Our Chicago Wealth Advisory & Family Office Team

Meet the Chicago wealth advisors providing a boutique experience dedicated to your needs.

Pat Biladeau

Patrick Biladeau

Managing Director, Wealth Advisor
Janet Dougherty

W Janet Dougherty, CFA

Managing Director, Wealth Advisor
Bill Buchband

Bill Buchband, CFA

Managing Director, Wealth Advisor
Chris Demonte

Christopher J. DeMonte, CFA

Managing Director, Wealth Advisor
Kimberly Dubord

Kimberly DuBord, CPWA®

Managing Director, Wealth Advisor
Zack Bindler

Zac Bindler

Managing Director, Wealth Advisor
Mark Rogozinski

Mark Rogozinski

President, Family Office Services
Oliver Rose

Oliver Rose, CEPA

Founder of Cresset Catalyst
Eva Greene

Eva Greene

Director, Client & Office Experience
Dave Jackson

David Jackson

Managing Director, Wealth Advisor
Matt Gaines

Matthew Gaines, CFA, CFP®

Managing Director, Head of CFO Services
Richard Lowry

Richard Lowry

Managing Director, Wealth Strategy
John Schriver

John Schriver, CFA, CAIA

Managing Director, Wealth Advisor
Matt Teich

Matt Teich, CFA, CFP®

Managing Director, Wealth Advisor
Zach Kanicka

Zach Kanicka

Director, Wealth Advisor
Megan Lepman

Megan Lepman, CFP®, RICP®

Director, Wealth Planner
Thomas McKeown

Thomas McKeown, CFP®

Director, Wealth Advisor
Michael Pickney

Michael Pinckney

Director, Wealth Advisor
Patrick Dunton

Patrick Dunton

Associate Director, Wealth Advisor
Spencer Gribble

Spencer Gribble

Associate Director, Wealth Strategy
Brett Greenspan

Brett Greenspan, CFA, CFP®

Associate Director, Wealth Advisor
John Michael Klopfenstein

John Michael Klopfenstein, CFA

Associate Director, Wealth Advisor
Aleks Kurzydlowski

Aleksandra Kurzydlowski

Associate Director, Wealth Advisor
Talk to an Advisor

Chicago Location

444 West Lake Street
Suite 4700
Chicago, IL 60606

Parking Info

Metropolitan Valet

Gibson Valet

312.429.2456

Our Chicago Family Office

Cresset is a multi-family office and private wealth management firm headquartered in Chicago, Illinois. Our main office is located in the downtown Fulton River District with exceptional views of the Chicago River, the Loop, and Lake Michigan. We serve clients in the Chicagoland area and across the US from our 21 office locations.
 
Our Chicago financial advisors provide holistic wealth advisory services including wealth management, financial planning, tax strategy, liquidity and exit planning, private investment access, and even more family office services. We are committed to our clients’ best interests through True Fiduciary® standards and have numerous awards from Barron’s, Forbes, and Crain’s Chicago Business.
 
Learn more about how we can streamline your life so you have more time for what matters to you most.
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$60B+ Family Office

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Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

Forbes Top RIA Firms 2024

Forbes #14 Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.

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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.

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