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 305–320 of 337 results
Catherine Vasquez

Catherine Vasquez

Associate Director, Private Wealth Client Services
Lillian Vassilatos

Lillian Vassilatos

Director, Private Wealth Client Services
Ed Ventrice

Ed Ventrice, CFP®, CIMA®

Executive Managing Director, Wealth Advisor
Angela Venuti

Angela Venuti

Associate, Private Wealth Client Services
Griffin Victorson

Griffin Victorson

Associate, Private Wealth Client Services
Camille Vukodinovich

Camille Vukodinovich, ABFP, CFP®

Director, Wealth Advisor
Colleen Waddell

Colleen Waddell, CPA

Director, CFO Services
Kelly Wagman

Kelly Wagman

Director, Head of AI Strategy
Ryan Walker

Ryan Walker, CFA

Managing Director, Wealth Advisor
Jamie Wall

Jamie Wall

Director, Private Wealth Client Services
Lori Wallace

Lori Wallace, MBA

Managing Director, Investments
Cathy Ward

Catherine Ward

Associate Director, Private Wealth Client Services
Steve Wathen

Stephen P. Wathen

Managing Director, Head of Supervision, Advisory & Client Service
Lauren Watson

Lauren Watson, CFA, CFP®, CPA

Director, Wealth Advisor
John Wattles

John Wattles

Associate Director, Wealth Advisor
Bradley Weller

Brad Weller, J.D.

Executive Managing Director, Chief Fiduciary Officer at The Connable Office