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Berman | Cresset Family Office Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Berman | Cresset Family Office is a component of Cresset Capital within the financial services industry, formed after Cresset acquired Berman in October 2021. It is based in Atlanta, Georgia, at 3445 Peachtree Road Northeast, and operates with a small professional team.

In 2026, Cresset announced several leadership appointments, including executives joining as general counsel and leading family office services. The firm added a Denver-based managing director and other senior hires in wealth advisory and institutional consulting, reflecting a broader effort to expand client services. These developments suggest a focus on supporting entrepreneurs and business owners through liquidity events, complex wealth transitions, and multi-generational planning within the family office framework.

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

Berman | Cresset Family Office Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Berman | Cresset Family Office's Leadership

  • Stylized image of a person
    J. A.
    Chief Financial Officer
    Mobile Phone
  • Stylized image of a person
    L. T.
    Client Service Manager
    Mobile Phone
  • Stylized image of a person
    C. B.
    Associate
    Mobile Phone
  • Stylized image of a person
    D. Z.
    Associate
    Mobile Phone
  • Stylized image of a person
    S. H.
    Associate Relationship Management
    Mobile Phone

Berman | Cresset Family Office Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Berman | Cresset Family Office

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. A.
    Chief Financial Officer
    Mobile Phone
    May 01, 2026
  • Stylized image of a person
    L. T.
    Client Service Manager
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. B.
    Associate
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    D. Z.
    Associate
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    S. H.
    Associate Relationship Management
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Berman | Cresset Family Office known for?

Minus sign iconPlus sign iconBerman | Cresset Family Office was founded in 2010 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconBerman | 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?

Minus sign iconPlus sign iconBerman | Cresset Family Office has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Chief Financial Officer: J. A.
  • Client Service Manager: L. T.
  • Associate: C. B.
  • Associate: D. Z.
  • Associate Relationship Management: S. H.

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