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Our Cresset Team

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

Showing 225–240 of 337 results
Clay Olsen

Clay Olsen

Director, Private Markets
Erica Olsen

Erica Olsen

Associate, Private Client Service
Mark Ostroff

Mark Ostroff

Managing Director, Wealth Advisor
Beth Otero

Beth Otero

Associate Director, Private Wealth Client Services
Debbie Ottomeyer

Debbie Ottomeyer

Director, Private Wealth Client Services
Anne Paape

Anne Paape, J.D.

Managing Director, Head of Wealth Strategy
Eve Paquet

Eve Paquet

Associate Director, Private Wealth Client Services
Joe Park

Joe Park

Managing Director, Chief Operating Officer
Priti Patel

Priti Patel

Managing Director, Head of Bill Pay
Heather Pelant

Heather Pelant

Managing Director, Wealth Advisor
Hannah Petty

Hannah Petty

Director, Private Wealth Client Services
Michael Pickney

Michael Pinckney

Managing Director, Wealth Advisor
Amanda Plonski

Amanda Plonski, CFP®, CEPA, CPWA®

Managing Director, Wealth Advisor
Jen Plourd

Jen Plourd

Director, Private Wealth Client Services
Scott Politz

Scott Politz, CFP®

Associate Director, Wealth Advisor
Kim Polston

Kim Polston

Director, Private Wealth Client Services