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

Whitney Webb

Christopher J. Demonte

Travis Henry

Barbara Young

Adam Strauss

Patrick Biladeau

John Schriver

Patrick Dunton

Michael Pinckney

Jason Heckler

Jessica Buchholz

Nathan Snodgrass

Bill Buchband

Alyse Reiser Comiter

Lillian Vassilatos

Kimberly Dubord

Greg Downs

Todd Tautfest

Will Hoesley

David W. Karp

Oliver Rose

Patrick Regan

Michael Mohr

Oleg Ikhelson

April Neuhaus

Jack Ablin

Bill Rudnick

Robert B. Dunkin

Zac Bindler

Dick Hall

Brooks Hays

Vincent Colabianchi

Susie Cranston

Doug Raetz

David Jackson

Michael Costabile

Mike Silverman

Jessica Malkin

Vimala Snow

Tom Christman

Chris Stout

Lacey Schoenbachler

Bernardo Murillo

Heather Pelant

Lars Okeson

Andrew O'Connell

Jon Goldstein

Joey Lee

James Longinotti

Richard Lowry

Paul Tramontano

Hailey Demarzo

Shanting Chen

Andrew Putterman

Andrew Woolridge

Steve Wathen

Meme McNairy-Glenn

Wiley Pickett

Matthew Gaines

Patrick Hejlik

Kevin McGuire

Jake Schwinn

Tara Jones

Bob Dunkin

Eric Schoener

Lori Wallace

Anne Paape

Richard Hall

James Robbins

Dean Jackson

Sarah Adams

Raquel Ramirez

Paul Algreen

Patricia Devlin-Piggott

Jackson Crowther

Melissa Yeoh Hoeck

Richard J. Orlando

Hanley Sayers

Manish Thakur

Chelsey Yacos

Angela Raitzin

Jean Wright

Bing Wang

Rachel Gil

Jon Baldwin

David Mason

Chad Martin

Corey Kelly

Ben Bates

Kenny Sorosky

Sarah E. Burney

Christopher Chase

Chris Schlatter

Elizabeth Law

Caleb Sine

Amy MacLeod

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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