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

Amy Gierak

Jack Sawyer

Alex Smith

W. Janet Dougherty

Oleg Ikhelson

Gus Spaulding

April Neuhaus

Whitney Webb

Jack Ablin

Christopher J. Demonte

Bill Rudnick

Robert B. Dunkin

Travis Henry

Zac Bindler

Barbara Young

Dick Hall

Michael Mohr

Brooks Hays

Adam Strauss

Vincent Colabianchi

Vimala Snow

Jason Heckler

Jessica Malkin

Jessica Buchholz

Patrick Biladeau

Nathan Snodgrass

John Schriver

Patrick Dunton

Bill Buchband

Michael Pinckney

Alyse Reiser Comiter

Susie Cranston

Lillian Vassilatos

Kimberly Dubord

Greg Downs

Todd Tautfest

Will Hoesley

David W. Karp

Doug Raetz

Oliver Rose

David Jackson

Patrick Regan

Michael Costabile

Mike Silverman

Ansh Jhaveri

Joey Lee

Sarah Adams

George F. Boudria

Jimmy Sioris

Cady Troester

Caleb Sine

Elizabeth Law

Corey Kelly

Chad Martin

Erik Ralston

Hailey Demarzo

Chelsey Yacos

Melissa Yeoh Hoeck

Meme McNairy-Glenn

Tom Christman

Angela Raitzin

Jake Schwinn

Sophie Lee

James Longinotti

Jackson Crowther

Chris Stout

Abby Holmes

Amy MacLeod

Robert Woessner

Kevin McGuire

Patrick Hejlik

Richard J. Orlando

Bernardo Murillo

Jon Baldwin

Jon Marc Carrier

Chris Schlatter

James Robbins

David Mason

Bing Wang

Wiley Pickett

Shanting Chen

Laura Wolfe Ferlisi

Ben Bates

Anne Paape

Zack Cleveland

Andrew Putterman

Paul Algreen

Amy Hong

Eric Becker

Doug Regan

Avy Stein

Justin Berman

Charlie Maxwell

The Leadership Team at Cresset Capital plays a pivotal role in guiding the firm's strategic direction and overseeing its wealth management services. Comprising senior executives with diverse expertise in investment strategy, client relations, and legal affairs, the team collaborates to enhance client experiences, implement innovative financial solutions, and ensure the firm remains responsive to the unique needs of high-net-worth families and entrepreneurs. Their collective leadership fosters a culture of excellence and accountability, driving Cresset's mission of delivering personalized wealth management strategies.

Leadership Team

The Wealth Advisory Team at Cresset Capital specializes in providing tailored financial strategies and personalized wealth management services to high-net-worth individuals and families. Comprising experienced professionals, the team focuses on family governance, investment strategy, and comprehensive financial planning to help clients achieve their long-term financial goals while addressing their unique needs and values.

Wealth Advisory Team

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

The Client Services Team at Cresset Capital is dedicated to delivering personalized support and exceptional service to high-net-worth clients and multi-generational families. Comprised of specialists in wealth management, family coaching, and business development, the team works collaboratively to understand client needs, streamline services, and enhance the overall client experience, ensuring tailored financial strategies align with their unique goals and values.

Client Services Team

The Legal and Compliance Team at Cresset Capital ensures adherence to regulatory requirements and industry standards, safeguarding the firm and its clients. Comprising experienced legal professionals, the team provides strategic counsel on legal matters, manages risk, and develops compliance protocols to support the firm's fiduciary responsibilities and operational integrity in serving high-net-worth families and entrepreneurs.

Legal and Compliance Team

Cresset Capital

Org chart

Board & advisors

Teams

Leadership Team

Wealth Advisory Team

Investment Strategy Team

Client Services Team

Legal and Compliance Team

Offices

Cresset Capital

Org chart

Board & advisors

Teams

Leadership Team

Wealth Advisory Team

Investment Strategy Team

Client Services Team

Legal and Compliance Team

Offices

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