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Rankings & Awards

Fiduciary Financial Advisor

Breakaway Advisors

Private Wealth Management

Ultra-High-Net-Worth Wealth Management Firm

Business Exit Planning & Strategies for Entrepreneurs

What Is a Multi-Family Office?

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Related Resources (184 results)

11 Questions To Ask Your Advisor Right Now

11 Questions to Ask Your Advisor Right Now

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What Is an Independent RIA?

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Nine Cresset Advisors Named to Forbes 2024 Best-in-State Wealth Advisors List

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Related People (260 results)

Blake Green

Blake Green, CPA, CFP®

Associate Director, Wealth Advisor
Sophie Lee

Sophie Lee, CFP®

Managing Director, Wealth Advisor
Ryan Walker

Ryan Walker, CFA

Managing Director, Wealth Advisor
Savannah Andersen

Savannah Andersen, CFP®

Managing Director, Head of Strategy
Kasia Chudzik

Kasia Chudzik

Managing Director, Head of Operations Strategy & Administration
Marina Fahmy

Marina Fahmy

Associate Director, Private Wealth Client Services
Charles Maxwell

Charlie Maxwell, CFP®

Co-Founder and Co-Chairman
Cindy Herrera

Cindy Herrera

Director, Private Wealth Client Services