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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 273–288 of 337 results
LeAnn Shea

LeAnn Shea, MBA

Director, Private Wealth Client Services
Maggie Shriver

Maggie Shriver

Director, Private Wealth Client Services
Patrick Siering

Patrick Siering, MBA

Managing Director, Wealth Advisor
Ryan Siewert

Ryan Siewert, CFP®, CEPA

Director, Wealth Advisor
Sarah Simon

Sarah Simon, J.D.

Managing Director, Wealth Advisor
Caleb Sine

Caleb Sine

Managing Director, Head of Operations – Family Office Services
Jimmy Sioris

Jimmy Sioris, MBA

Managing Director, Wealth Advisor
Chris Sloboth

Christine Sloboth

Director, Client Administration
Nick Smith

Nick Smith

Managing Director, Wealth Advisor
Alex Smith

Alex Smith

Managing Director, Wealth Advisor
Nathan Snodgrass

Nathan Snodgrass, CFA, CFP®

Managing Director, Wealth Advisor
Kenny Sorosky

Kenny Sorosky

Managing Director, Wealth Advisor
Karen Sotallaro

Karen Sotallaro, CFP®, CRPS®

Managing Director, Wealth Advisor
Madison Spiegel

Madison Spiegel

Director, Lifestyle Services
Tami St. Francis

Tami St. Francis

Associate Director, Private Wealth Client Services
Holly Stallons

Holly Stallons, CAPI, CPRIA

Director, Insurance Advisory