Partner and Managing Director
Jaimi is a Partner and Managing Director at Cresset. With her partners, Paul Meyer and Chris Kalafatis, they lead the Pacific Northwest office for Cresset. As a senior advisor, Jaimi works closely with clients to develop an in-depth understanding of their individual and family wealth management needs and preferences; providing tailored solutions for investment management, wealth transition, trust, credit and tax strategies. She advises clients on optimizing their asset allocation and identifying investment opportunities that allow them to reach their family’s financial goals. Jaimi advises a broad range of clients including: multi-generational families, private business owners and entrepreneurs, public company executives, and private and public foundations.
Prior to joining Cresset, Jaimi was an Investor with the J.P. Morgan Private Bank in Seattle where she advised clients on strategic asset allocation decisions as well as specific investment opportunities across public and private markets. She also had a focus on helping public company executives with their complex investment planning needs. Before joining J.P. Morgan in 2009, Jaimi worked with Charles Schwab Institutional, where she advised ultra high-net-worth family offices and advisors for the west region. Most recently, she oversaw the alternative investments desk for the trust company and worked with foundations and large plan retirement plans on their alternative and non-standard investments.
Jaimi received a B.S. in finance and global business from The W.P. Carey School of Business at Arizona State University. She recently served as board Vice President for Art with Heart, a local non-profit focusing on the power of art to help kids who have experienced trauma and adversity. She also enjoys cooking and traveling and spending time with her family and two dogs.