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

Amy Gierak

Jack Sawyer

Alex Smith

W. Janet Dougherty

Oleg Ikhelson

Whitney Webb

Gus Spaulding

Kevin Long

April Neuhaus

Mark Rogozinski

Jack Ablin

Michael Costabile

Bill Rudnick

Tassy Hannemann

Christopher J. Demonte

Robert B. Dunkin

Zac Bindler

Jon Mccumber

Dick Hall

Martim De Arantes Oliveira

Michael Mohr

Brooks Hays

Vincent Colabianchi

David Jackson

Adam Strauss

Tyrone Stephens

Jessica Malkin

Patrick Biladeau

John Schriver

Patrick Dunton

Michael Pinckney

Patrick Mahoney

Vimala Snow

Jason Heckler

Peter Sherlock

Jessica Buchholz

Nathan Snodgrass

Bill Buchband

Alyse Reiser Comiter

Lillian Vassilatos

Kimberly Dubord

Greg Downs

Todd Tautfest

Tony Comorat

Randy Conte

Will Hoesley

David W. Karp

Oliver Rose

Patrick Regan

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

Leadership Team

Investment Strategy Team

Wealth Advisory Team

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Leadership Team

Investment Strategy Team