Cresset Employee Directory

Financial ServicesIllinois, United States201-500 Employees

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized*—integrated, intentional, and aligned with each client’s vision of success.  
   
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.  
   
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top multi-family offices** Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.  
 
*Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.
 
**Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/

Find Cresset employees' phone numbers or email addresses

Cresset Global Highlights

Location
Employees

North America
602

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  • United States Of America
    602

Asia
9

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  • Pakistan
    4
  • India
    2
  • Singapore
    1
  • Bangladesh
    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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  • Brazil
    1
  • Colombia
    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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    J. B.
    Chief Information Security Officer
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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. C.
    Head Of Technology Strategy & Transformation
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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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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
    Mar 05, 2026
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    C. M.
    Co-Founder And Co-Chairman
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    Jan 31, 2025
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    D. K.
    Co-Founder And Senior Managing Director
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    Jan 27, 2026
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    J. B.
    Chief Information Security Officer
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    Mar 15, 2026
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    K. D.
    Executive Assistant To Founder And Co-Chairman
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    United StatesMaryland
    Mar 13, 2026
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    K. M.
    Partner And Managing Director
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    United StatesColorado
    Mar 10, 2026
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    O. I.
    Partner, Managing Director, Head Of Tax
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    United StatesVirginia
    Nov 04, 2025
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    A. J.
    Director, Cfo Services
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    United States
    Mar 06, 2026
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    B. D.
    Partner & Regional Managing Director
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    United StatesFlorida
    Feb 27, 2026
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    H. S.
    Partner, Market Managing Director
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    United StatesTexas
    Mar 03, 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 475 employees as of March 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 March 2026, Cresset's key employees include:

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

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