Contact
Cresset background image

Our Cresset Team

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

Request an Introduction
Showing 241–256 of 337 results
Sarah Ponczek

Sarah Ponczek-Van Camp, CFP®, CIMA®

Managing Director, Wealth Advisor
Jonathan Pope

Jonathan Pope

Director, Private Wealth Client Services
Teresa Pravata

Teresa Pravata

Director, Private Wealth Client Services
Andy Preisendanz

Andy Preisendanz

Associate Director, Wealth Advisor
Katherine Pyle

Katherine Pyle

Associate Director, Wealth Advisor
John Quinlan

John Quinlan, CAPI, CPRIA

Managing Director, Head of Insurance Advisory
Angela Raitzin

Angela Raitzin, CFP®, CEPA, CRPC®

Managing Director, Wealth Advisor
Vanessa Ramich

Vanessa Ramich

Managing Director, Wealth Advisor
Raquel Ramirez

Raquel Ramirez

Managing Director, Head of Brand & Marketing
Nik Reed

Nikolas Reed

Director, Private Wealth Client Services
Lisa Rickman

Lisa Rickman, CPA

Director, Trust Services
Max Ripans

Max Ripans

Associate, Investment Analyst
Joey Rizza

Joey Rizza

Associate, Private Wealth Client Services
James Robbins

Jim Robbins, CIMA®

Executive Managing Director
Maria Rogers

Maria Rogers

Associate Director, Private Wealth Client Services
Shelby Rogers

Shelby Rogers

Managing Director, Private Wealth Client Services