Associate, Private Investment Specialist
Breann serves as an Associate, Private Investment Specialist at Cresset working with both our Client Services and Operations teams. She plays a support role in investments, client services and portfolio management systems. Breann has nearly 10 years of administrative experience with a strong emphasis on client services. She joined the firm from Cypress Wealth Advisors in 2019.
Breann holds a Bachelor of Arts degree in Psychology from the University of California, San Diego. She enjoys listening to podcasts and lectures, cooking, and organizing. She lives in the Bay Area with her husband, Guy.