Cresset Employee Directory

Financial ServicesIllinois, United States201-500 Employees

Cresset is an independent, client-owned financial services firm that operates as a multi-family office and private investment platform. Its mandate centers on wealth optimization and aligning planning with each client's vision of success through an integrated and intentional advisory approach. The firm provides access to high-caliber talent, ideas, and opportunities typically available to the largest single-family offices and institutions, delivered through a personalized, client-first model. 

Headquartered in Chicago, in the Midwest, Cresset emphasizes enduring relationships and aims to function as a long-term, century-spanning organization. In 2026 the firm announced leadership appointments, including Lucas Huizar as Executive Managing Director and General Counsel.

Find Cresset employees' phone numbers or email addresses

Cresset Global Highlights

Location
Employees

North America
615

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  • United States Of America
    615

Asia
10

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  • Pakistan
    5
  • India
    2
  • Bangladesh
    1
  • Singapore
    1
  • Japan
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

South America
2

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  • Colombia
    1
  • Brazil
    1

Africa
1

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  • South Africa
    1

Cresset's Leadership

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    D. P.
    Chief Executive Officer And Founder
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    K. B.
    Chief Of Staff
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    T. S.
    President
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    G. A.
    Head Of Data Governance
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    J. B.
    Co-Founder And Co-Chairman
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    C. M.
    Co-Founder And Co-Chairman
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    D. K.
    Co-Founder And Senior Managing Director
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    A. N.
    Executive Assistant To The Cto And Co-Chairman
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Cresset Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Administrative
  • Analytics
  • Information Technology
  • Other
  • Marketing
  • Engineering
  • Banking
  • Community & Social Services
  • Entrepreneurship
  • Consultant

Contact profiles from Cresset

Name
Title
Contact Info
Location
Last Update
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    J. B.
    Co-Founder And Co-Chairman
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    United StatesGeorgia
    May 05, 2026
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    C. M.
    Co-Founder And Co-Chairman
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    Jun 15, 2024
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    D. K.
    Co-Founder And Senior Managing Director
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    Jul 22, 2024
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    K. D.
    Executive Assistant To Founder And Co-Chairman
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    United StatesMaryland
    Mar 24, 2026
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    A. J.
    Director, Cfo Services
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    United States
    May 19, 2026
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    B. D.
    Partner & Regional Managing Director
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    United StatesFlorida
    Feb 27, 2026
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    M. L.
    Director, Cfo Services
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    United StatesGeorgia
    May 19, 2026
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    M. M.
    Partner And Managing Director
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    United StatesGeorgia
    Jun 13, 2024
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    R. H.
    Partner & Managing Director
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    United StatesMinnesota
    Mar 25, 2026
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    T. T.
    Partner And Managing Director
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    United StatesGeorgia
    May 05, 2026

Frequently Asked Questions

What is Cresset known for?

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Cresset was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 444 West Lake Street Suite 4700 Chicago, Illinois 60606 United States. Explore Cresset's company overview page for more information.

What is Cresset's most common email format?

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

How many employees does Cresset have currently?

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Cresset has approximately 487 employees as of June 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Cresset's key employees and leadership?

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As of June 2026, Cresset's key employees include:

  • Chief Executive Officer And Founder: D. P.
  • Chief Of Staff: K. B.
  • President: T. S.
  • Head Of Data Governance: G. A.
  • Co-Founder And Co-Chairman: J. B.

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