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Cresset

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Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW, and multi-generational families across the nation.

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Michael Cole
Chief Executive Officer
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Jack Ablin
CIO and Founding Partner
Michael Costabile
Chief Financial Officer
Paul Algreen
Chief Technology Officer
David Jackson
Chief Experience Officer
Paul Pagnato
Co-Chairman and Chief Visionary Officer
Daniel Terlep
Senior Managing Director, Chief Financial Officer Services
Will Hoesley
Chief of Staff
Amy Gierak
VP, Client Relationship Specialist
Jessica Buchholz
VP, Client Relationship Specialist
Lillian Vassilatos
VP, Client Relationship Specialist
Patrick Dunton
VP, Client Relationship Specialist
Tassy Hannemann
VP, Client Relationship Specialist
Tyrone Stephens
VP, Wealth Advisor
David W. Karp
Founding Partner & Senior Managing Director
Barbara Young
Senior Managing Director & Co-Head of Family Office Services
Adam Strauss
Partner and Managing Director
Alex Smith
Partner, Managing Director & Wealth Advisor
Alyse Reiser Comiter
Managing Director, Wealth Strategist
Bill Buchband
Partner and Managing Director
Bill Rudnick
Executive Managing Director & General Counsel
Brooks Hays
Partner, Managing Director & Wealth Advisor
Christopher J. Demonte
Partner and Managing Director
Dick Hall
Partner and Managing Director
Greg Downs
Managing Director, Investment Strategy
Gus Spaulding
Managing Director, Wealth Advisor
Jack Sawyer
Partner and Managing Director
Jason Heckler
Partner and Managing Director
Jessica Malkin
Executive Managing Director & CMO
John Schriver
Partner and Managing Director
Jon Mccumber
Managing Director and Wealth Advisor
Kevin Long
Partner and Senior Managing Director
Martim De Arantes Oliveira
Senior Managing Director
Robert B. Dunkin
Senior Managing Director
Kimberly Dubord
Partner and Managing Director
Mark Guinney
Managing Director, Investment Strategy
Michael Mohr
Partner and Managing Director, Wealth Advisor
Nathan Snodgrass
Partner and Managing Director
Patrick Biladeau
Partner and Managing Director
Patrick Mahoney
Partner and Managing Director
Peter Sherlock
Managing Director, Wealth Advisor
Todd Tautfest
Partner and Managing Director
Tom Christman
Head of Talent Acquisition
Vimala Snow
Managing Director, Wealth Strategist
Vincent Colabianchi
Managing Director
W. Janet Dougherty
Partner and Managing Director
Mary Ceas
Managing Director, Human Resources Executive
Whitney Webb
Managing Director, Family Governance
April Neuhaus
Executive Assistant
Oleg Ikhelson
Managing Director, Tax Services
David Fisher
Executive Managing Director
Archan Basu
Managing Director, Deputy Chief Investment Officer & Head of Portfolio
Sarah Simon
Managing Director, Wealth Advisor
Michael Pinckney
Partner and Wealth Advisor
Tony Comorat
Partner and Financial Advisor
Zac Bindler
Partner and Wealth Advisor
Lorrie Zimecki
Director, Lifestyle Services
Oliver Rose
Founder of Cresset Catalyst

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