Edmund Yau
…d serves as an Associate, Office Coordinator and Client Administration with Cresset in San Francisco and supports day-to-day operations and business development efforts. Prior to becoming part of the Cresset team, Edmund was a Sales and Marketing Intern at a up-and-coming marketing agency in downtown Los Angeles. Edmund holds a Bachelor of Arts degree in Business Economics from the University of California, Riverside.
Edmund is a San Franc…
Sean Sweet, CFA
… Sean graduated with a Bachelor of Science in Finance from the University of Illinois, Urbana-Champaign. He lives in Chicago and enjoys spending his free time with friends and family, cooking, and attending concerts.
…
Savannah Andersen, CFP®
…College of Business.
Savannah is a ski fanatic, yoga enthusiast, and home-improvement aficionado. She and her husband, Tommy, live in Atlanta with their two kittens (Stella and Luna) and like to spend their free time hiking in the sunshine and fresh mountain air. Savannah is a member of the Georgia Tech Stamps President’s Scholars Program selection committee and an Atlanta Habitat for Humanity volunteer.
…
Amy Macleod
…rom the University of Chicago Booth School of Business, her J.D. from The University of Chicago Law School, and her A.B. in economics from Princeton University.
She serves on the boards of The Lobero Theatre Foundation and Montessori Center School, the audit committee of the Community Environmental Council, and the judicial committee of USA Bobsled and Skeleton. She is also a member of Premier Professionals of Santa Barbara.
Amy sp…
Colton Barron
…aduated with a Bachelor of Science in Business Management from the Minnesota State University, Mankato. He lives in Atlanta and enjoys spending his free time with friends, sports, traveling, and attending concerts.
…
Ginny Adcock
…ve Assistant for the Regional Manager of Accounts Payable.
Ginny graduated from East Carolina University with a Bachelor of Science in Economics. In her free time, she enjoys working out, traveling, and spending time with her family and friends.
…
Shane Harjes
…nt opportunities and uses a forensic finance approach to develop holistic, comprehensive financial plans tailored to their specific goals and objectives.
Before joining Cresset, Shane worked at J.P. Morgan in Minneapolis and Los Angeles, focused on underwriting complex credit, and providing clients guidance on investment solutions, balance sheet optimization, and long-term wealth projections.
Shane earned his Master of Science in f…
Jack Sawyer, J.D.
… for foster youth), the Atlanta Jewish Foundation, the High Museum of Art, Open Hand, and the Georgia Museum of Art. Jack is also a member of the Buckhead Coalition.
In 2009 Jack was honored for corporate and philanthropic commitment by the board of the Atlanta History Center at the Swan House Ball. In 2011, Jack was the honoree of the nsoro Foundation’s Starfish Ball, and the High Museum of Art’s Driskell Prize Dinner (showcasing the Afri…
Rebecca Bily
…ars of experience in the wealth management industry, primarily focusing on community outreach and event planning for high-net-worth individuals, business owners, and foundations.
Prior to Cresset, Rebecca was a Marketing Manager at Wilmington Trust. Rebecca earned a bachelor’s degree from Berry College. She is a founding member of the Atlanta Humane Society Junior Board, past board member of WonderRoot arts organization, present member of …
Susie Cranston
…ategy, risk management, and transformational change for financial services companies.
Active in the San Francisco business community, Susie is a “Forever Influential” honoree and three-time recipient of the San Francisco Business Times “Most Influential Women in Business” designation and a member of C200. Susie is also a board member of the Commonwealth Club. She has authored several published articles and a book on women and leadership, “…
Patrick Hejlik
…ing options as an asset class in conjunction with global equities, fixed income, commodities, currencies, and cash. He has also worked at Fisher Investments, where he was a Research Analyst in the Industrials sector, and TD Securities, where he was a Vice President of Equity Options, responsible for managing the market-making book for the food, bank, and drug sectors. He began his investing career in 1997, as the Head Options Trader for Stafford T…
Michelle Chapin
…rt.
Outside of the office, Michelle can be found cheering on her kids in their many activities and giving exceptional book recommendations.
…
David W. Karp
…r, Jeffries & Company as an investment banking associate and Oppenheimer & Company as an equities research analyst.
In 2014, David was recognized as a fiduciary and quoted in Tony Robbins’ best-selling book, MONEY Master the Game: 7 Simple Steps to Financial Freedom, on the importance of the fiduciary standard in financial advisor/client relationships.
David is a member of the Washington D.C. Chapter of Young Presidents’ Organizati…
Julie Smolyansky
… most recently, “On the Record.” In 2013 Julie co‐founded a non‐profit, Test400k, an organization dedicated to advocating ending the backlog of 400,000 untested rape kits in the United States. She released her first book, The Kefir Cookbook: An Ancient Healing Superfood for Modern Life, Recipes from My Family Table and Around the World in March of 2018. She lives in Chicago and is the mother of two girls.
…
Christopher Georgopoulos
…ust) as a Private Client Advisor and served as the lead advisor on a large book of ultra-high-net-worth clients.
Chris is a graduate of the University of Tampa with a bachelor’s degree in Finance with a concentration in Statistics. He is active in the Greek Orthodox community in south Florida and a proud member of the Friends of the Uffizi, which supports the cultural treasures of the Uffizi Gallery in Florence, Italy.
Chris and hi…
Labor vs Capital: Battling for the Spoils of Innovation
… the 90th percentile on the bar exam, well enough to pass the NY State Bar Exam and the exam in most states, according to a recent report in Business Insider. If Moore’s Law applies, AI’s cognitive abilities will double every 18 months.
At the same time, automobile production is tilting toward electric vehicles. As of the end of last year, more than 14 million EVs were produced worldwide, with nearly 1 million built in the US. Tha…