Candace Premo
…ons practice.
Candace earned a Bachelor of Arts degree in history and political science from the University of Kansas.
In her free time, she loves travel, photography, and hiking.
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Ashley Mo
…ients and was awarded the agency’s first Google Premier Partner Award.
Ashley graduated from the University of Michigan with a BA in economics and psychology. In her free time, she enjoys eating at new restaurants, exploring neighborhoods with her puppy, and west coast swing dancing.
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Cindy Herrera
…arketing for Lombardia Capital Partners.
Cindy lives in Marietta, Georgia, with her fiancé, their daughter, Priscilla, and their German shepherd. During her free time, Cindy enjoys hanging out with her family, cooking, traveling, and spending time outdoors.
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John Michael Klopfenstein, CFA
…ial Analyst charter holder, a member of the CFA® Institute and CFA® Society of Chicago and previously held CPA licenses in North Carolina and Colorado. In his free time, he enjoys the outdoors, playing golf, skiing, and watching college football.
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Kim Polston
…gh their financial journeys, including investments, retirement planning, income tax planning, estate planning, and insurance needs. She was instrumental in helping to develop and build operational processes across several wealth advisory firms and handled daily trading, portfolio management, and client service needs.
Kim is a graduate of The University of Georgia and enjoys cheering for the DAWGs in the fall. She lives in Sandy Springs wit…
Taylor Arnwine
…r Trust Company. She also spent three years at Invesco, where she gained a comprehensive understanding of asset management from multiple stakeholders’ perspectives.
Taylor earned a Bachelor of Science degree in computer information systems from the University of Houston. She resides in her hometown of Houston with her husband and three children. In her free time, she loves singing and serving in her church, and she especially enjoys spendi…
Wendy Krucina
…ent service, positive demeanor and eagerness to succeed propelled her to become a valued team member in multiple, often fast paced, challenging environments.
Wendy has an MBA with a concentration in Finance and Digital Marketing from the University of Illinois at Urbana-Champaign, Gies College of Business. She also has a BA in Interior Design from Columbia College Chicago.
Wendy and her husband, Ron, live in Northwest Indiana with …
Leslie Cannon, CFP®
…n from Northeastern Illinois University and holds a CERTIFIED FINANCIAL PLANNER® certification. She lives in Itasca, Illinois, with her husband. In her free time, she enjoys gardening, music, and spending time with her family.
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Aleksandra Kurzydlowski
…rstand, enhance, and improve upon a family’s entire wealth picture. This encompasses advising on estate and wealth transfer, financial planning, philanthropic endeavors, banking and credit needs, along with customizing an appropriate investment delivery. Prior to joining Cresset, she spent seven years at BlackRock in New York, working across a range of businesses. Most recently, she was a Vice President in the US Wealth Advisory business at BlackR…
Michelle Gorrell, CFA
…lth management career at Bernstein Private Wealth Management, ultimately becoming a Senior Managing Associate.
Michelle earned a bachelor’s degree in business administration, cum laude, with a concentration in finance and marketing from Chapman University and holds the Chartered Financial Analyst designation.
Michelle lives in San Francisco with her husband and son. In her free time, she enjoys spending time with her family outdoor…
Andrew Huang, CFA
…ntration in accounting, from the University of California, Santa Barbara. He holds the Chartered Financial Analyst® designation and is fluent in Mandarin.
A resident of the Bay Area, Andrew is married and has two children. Raised by committed and hardworking parents in the restaurant industry, he credits his upbringing for his core values of hard work and client service. In his free hours, he likes to be with family and friends, spend time…
Dagny Maidman, J.D.
…ty.
In portfolio construction, Dagny is sensitive to weeding out uncompensated risk and employs dynamic hedging strategies to generate income, reduce portfolio volatility, and manage concentrated stock positions.
A lawyer by training, she practiced as a corporate litigator for several years before transitioning to financial services in 1996.
Dagny earned her BA, cum laude, from Williams College and her JD from Yale Law Scho…
Derek Noel
…eeds.
Prior to joining Cresset, Derek spent two years as a Fixed Income Portfolio Manager for Bankers’ Bank, where he actively managed a diverse portfolio of fixed income securities, while adhering to rapidly changing market conditions. Prior to his work at Bankers’ Bank, Derek worked as an Institutional Fixed Income salesperson for Piper Sandler, where he provided investment solutions to a myriad of institutions.
Derek graduated f…
Raquel Ramirez
… led the overarching marketing efforts at Kovitz and oversaw the Marketing Committee, comprised of the firm’s senior leaders. Raquel began her career at Bessemer Trust, where she worked for more than eleven years and held various roles in business development support and marketing.
Raquel earned a bachelor’s degree in English, with a minor in business, from Northwestern University and was a member of the Alpha Sigma Lambda Honor Society. S…
James Longinotti, CFA, CFP®
…served as a member of both the Manager Research Team and Investment Review Committee.
Prior to joining Cresset, James was a Principal at Cypress Wealth Advisors, serving as Chief Compliance Officer and Co-Chief Investment Officer. His primary responsibilities included asset allocation development and implementation, investment sourcing and diligence, oversight of the firm’s regulatory compliance, and management of the overall day-to-day cl…
Matt Teich, CFA, CFP®
…signations of Chartered Financial Analyst, a CERTIFIED FINANCIAL PLANNER®, and a member of the Chicago Estate Planning Council.
Matt is actively involved in his community and spends his free time with his wife and three daughters where they live in the Chicago suburbs.
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