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.

Finance

Cresset Capital

Cresset Capital's headquarters in Chicago, IL, United States

Douglas P. Regan

Lillian Vassilatos

Amy Gierak

Jessica Buchholz

Patrick Dunton

Robert B. Dunkin

Vimala Snow

Brooks Hays

Susie Cranston

Oleg Ikhelson

Christopher J. Demonte

Zac Bindler

Todd Tautfest

Bill Buchband

Michael Mohr

Alex Smith

Michael Pinckney

Kimberly Dubord

W. Janet Dougherty

Jason Heckler

Dick Hall

John Schriver

Patrick Biladeau

Jack Sawyer

Kenny Sorosky

Alyse Reiser Comiter

Nathan Snodgrass

Greg Downs

Oliver Rose

Whitney Webb

Chris Schlatter

Vincent Colabianchi

David Jackson

David W. Karp

Jack Ablin

Mike Silverman

Michael Costabile

Bill Rudnick

Jessica Malkin

Barbara Young

April Neuhaus

Jon Marc Carrier

Patrick Regan

Will Hoesley

Eric Becker

Doug Regan

Avy Stein

Justin Berman

Charlie Maxwell

This department provides personalized financial guidance and wealth management solutions to clients.

Wealth Advisory Services

This department oversees strategic direction, risk management, and operational excellence across the organization.

Leadership and Governance

This department manages and oversees the processes involved in trading, reporting, and operations related to investments.

Investment Operations

The Investment Strategy Team at Cresset Capital is responsible for developing and executing tailored investment strategies that align with the unique financial goals and values of high-net-worth clients. Leveraging deep market insights and a collaborative approach, the team focuses on optimizing asset allocation, identifying investment opportunities, and managing risk to help clients achieve sustainable wealth growth and legacy planning.

Investment Strategy Team

This department manages legal affairs, reporting, data strategies, and operational efficiency within the organization.

Legal and Operations

This department provides financial leadership and strategic guidance for corporate financial operations and tax services.

CFO Services

Cresset Capital

Org chart

Board & advisors

Teams

Wealth Advisory Services

Leadership and Governance

Investment Operations

Investment Strategy Team

Legal and Operations

CFO Services

Offices

Cresset Capital

Org chart

Board & advisors

Teams

Wealth Advisory Services

Leadership and Governance

Investment Operations

Investment Strategy Team

Legal and Operations

CFO Services

Offices

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