James Longinotti, CFA ,CFP®
James serves as a Director with Cresset. Prior to joining Cresset, James was a Principal with Cypress Wealth Advisors serving as Chief Compliance Officer and co-Chief Investment Officer. Primary responsibilities included asset allocation development and implementation, investment sourcing and diligence, the firm’s regulatory compliance and management of the overall day-to-day client activity.
James holds a BSBA in Finance from Washington University in St. Louis. He is also a CFA® charterholder, CFP® professional and a NRS Investment Adviser Certified Compliance Professional®. James lives in San Francisco with his wife, Krista. When not in the office he enjoys spending time in the great outdoors camping, scuba and free diving, and skiing.