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Our Cresset Team

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

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Showing 209–224 of 337 results
Shannon Miller

Shannon Miller

Managing Director, Private Wealth Client Services
Ashley Moe

Ashley Mo

Director, Growth Marketing
Andrew Moel

Andrew Moel

Director, Private Wealth Client Services
Michael Mohr

Michael Mohr, CFA

Managing Director, Wealth Advisor
Dan Morgan

Dan Morgan

Associate, Investment Analyst
Cathy Morris

Cathy Morris

Associate Director, Office Manager and Client Administration
Chris Mortvedt

Chris Mortvedt, ChFC®

Associate, Wealth Advisor
Duke Mulvoy

Mark (Duke) Mulvoy

Managing Director, Wealth Advisor
Bernardo Murillo

Bernardo Murillo, E.A.

Director, Tax Services
Marcel Myszewski

Marcel Myszewski

Associate Director, Wealth Advisor
Wen Nottebohm

Wen Nottebohm, CFP®

Managing Director, Wealth Advisor
Anne Novak

Anne Novak, CPA, PFS, CTFA

Managing Director & Vice President, Cresset Trust Company
Andy O'connell

Andrew O’Connell

Managing Director, Wealth Advisor
Paula Oaxaca

Paula Oaxaca

Managing Director, Private Wealth Client Services
Andy Ohman

Andy Ohman, CPA, CFP®

Regional Managing Director, Client Service – West Region
Lars Okeson

Lars G. Okeson, CPA

Managing Director, Wealth Advisor