Berman | Cresset Family Office Employee Directory

Q: What is Berman | Cresset Family Office known for?

Berman | Cresset Family Office was founded in 2010. Berman | Cresset Family Office operates in the Financial Services industry.

Financial ServicesGeorgia, United States2-10 Employees

Berman was acquired by Cresset in October 2021. For more information, visit Cresset's website at cressetcapital.com.

Find Berman | Cresset Family Office employees' phone numbers or email addresses

Berman | Cresset Family Office Global Highlights

North America
21

United States Of America
21

Berman | Cresset Family Office's Leadership

J. A.
Chief Financial Officer
Mobile Phone
Email
K. E.
Manager Of Client Services
Mobile Phone
Email
L. T.
Client Service Manager
Mobile Phone
Email
C. B.
Associate
Mobile Phone
Email
D. Z.
Associate
Mobile Phone
Email
E. L.
Specialist
Mobile Phone
Email
G. A.
Executive Assistant
Mobile Phone
Email
S. A.
Associate Wealth Advisor
Mobile Phone
Email

Berman | Cresset Family Office Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Berman | Cresset Family Office

Name

Title

Contact Info

Location

Last Update

J. A.
Chief Financial Officer
Mobile Phone
Email
Jul 01, 2025
K. E.
Manager Of Client Services
Mobile Phone
Email
Oct 23, 2024
L. T.
Client Service Manager
Mobile Phone
Email
Oct 21, 2024
C. B.
Associate
Mobile Phone
Email
Oct 16, 2024
D. Z.
Associate
Mobile Phone
Email
Oct 16, 2024
E. L.
Specialist
Mobile Phone
Email
United StatesGeorgia
Aug 01, 2024
G. A.
Executive Assistant
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
S. A.
Associate Wealth Advisor
Mobile Phone
Email
UNITED STATES
May 08, 2024
S. H.
Associate Relationship Management
Mobile Phone
Email
Oct 23, 2024
W. T.
Wealth Advisor
Mobile Phone
Email
UNITED STATES
Oct 23, 2024

Frequently Asked Questions

What is Berman | Cresset Family Office known for?

Berman | Cresset Family Office was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 3445 Peachtree Road Northeast Atlanta, Georgia 30326 United States; you can contact the main corporate office by phone at

+1-404-554-****

. Explore Berman | Cresset Family Office's company overview page for more information.

What is Berman | Cresset Family Office's most common email format?

Berman | Cresset Family Office employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Berman | Cresset Family Office email formats with LeadIQ.

How many employees does Berman | Cresset Family Office have currently?

Berman | Cresset Family Office has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Berman | Cresset Family Office's key employees and leadership?

As of February 2026, Berman | Cresset Family Office's key employees include:

Chief Financial Officer: J. A.
Manager Of Client Services: K. E.
Client Service Manager: L. T.
Associate: C. B.
Associate: D. Z.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.