Meristem l Cresset Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Meristem l Cresset is a financial services entity based in Minnetonka, Minnesota, operating within the wealth management and multi-family office ecosystem. The firm, which operates under Cresset Capital after its June 2022 acquisition, positions itself in a market that includes large, specialized advisory groups serving high-net-worth individuals and families, with a focus on sophisticated wealth management and transition needs. While small in size, the company is part of a broader network that seeks to support clients through complex financial events, liquidity planning, and multi-generational planning, leveraging the resources and reach of a larger parent organization. The recent organizational updates at Cresset, such as executive appointments and office expansions, indicate ongoing efforts to broaden its capability and geographic footprint, including leadership appointments and new roles across its offices.

Find Meristem l Cresset employees' phone numbers or email addresses

Meristem l Cresset Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Meristem l Cresset's Leadership

  • Stylized image of a person
    I. O.
    Head Business Development
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  • Stylized image of a person
    K. D.
    Executive Assistant To Chief Information Officer And Controller At Meristem Family Wealth
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    A. R.
    Owner
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    T. L.
    Co-Owner
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    P. S.
    Managing Director, Wealth Advisor
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  • Stylized image of a person
    A. W.
    Executive Director
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  • Stylized image of a person
    D. L.
    Managing Director
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  • Stylized image of a person
    P. R.
    Managing Director
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Meristem l Cresset Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Information Technology
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design
  • Consultant

Contact profiles from Meristem l Cresset

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. R.
    Owner
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    K. D.
    Executive Assistant To Chief Information Officer And Controller At Meristem Family Wealth
    Phone icon
    United StatesMinnesota
    Oct 16, 2024
  • Stylized image of a person
    T. L.
    Co-Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    I. O.
    Head Business Development
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. S.
    Managing Director, Wealth Advisor
    Phone icon
    United StatesMinnesota
    Jun 02, 2026
  • Stylized image of a person
    A. W.
    Executive Director
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    D. L.
    Managing Director
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    Aug 02, 2024
  • Stylized image of a person
    P. R.
    Managing Director
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    Jul 26, 2024
  • Stylized image of a person
    S. A.
    Manager, Technology And Systems
    Phone icon
    United StatesMinnesota
    Mar 26, 2026
  • Stylized image of a person
    B. Q.
    Senior Lead Client Advisor
    Phone icon
    UNITED STATES
    Mar 27, 2024

Frequently Asked Questions

What is Meristem l Cresset known for?

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Meristem l Cresset operates in the Financial Services industry. The company's main headquarters is located in 701 Carlson Parkway Suite 1400 Minnetonka, Minnesota 55305 United States. Explore Meristem l Cresset's company overview page for more information.

What is Meristem l Cresset's most common email format?

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

How many employees does Meristem l Cresset have currently?

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Meristem l Cresset has approximately 5 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Meristem l Cresset's key employees and leadership?

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As of May 2026, Meristem l Cresset's key employees include:

  • Head Business Development: I. O.
  • Executive Assistant To Chief Information Officer And Controller At Meristem Family Wealth: K. D.
  • Owner: A. R.
  • Co-Owner: T. L.
  • Managing Director, Wealth Advisor: P. S.

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