Meristem l Cresset logo

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
  • Stylized image of a person
    A. R.
    Owner
  • Stylized image of a person
    R. C.
    Partner
  • Stylized image of a person
    T. L.
    Co-Owner
  • Stylized image of a person
    D. L.
    Managing Director
  • Stylized image of a person
    P. R.
    Managing Director
  • Stylized image of a person
    L. W.
    Accounting Manager For Pooled Investment Vehicles
  • Stylized image of a person
    L. K.
    Senior Associate

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
Location
Last Update
  • Stylized image of a person
    A. R.
    Owner
    Oct 18, 2024
  • Stylized image of a person
    R. C.
    Partner
    Oct 17, 2024
  • Stylized image of a person
    T. L.
    Co-Owner
    Oct 22, 2024
  • Stylized image of a person
    I. O.
    Head Business Development
    Oct 17, 2024
  • Stylized image of a person
    D. L.
    Managing Director
    Aug 02, 2024
  • Stylized image of a person
    P. R.
    Managing Director
    Jul 18, 2026
  • Stylized image of a person
    L. W.
    Accounting Manager For Pooled Investment Vehicles
    Oct 23, 2024
  • Stylized image of a person
    L. K.
    Senior Associate
    Oct 16, 2024
  • Stylized image of a person
    J. F.
    Client Advisor
    Jul 12, 2023

Frequently Asked Questions

What is Meristem l Cresset known for?

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Meristem l Cresset operates in the Financial Services industry. 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 July 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 July 2026, Meristem l Cresset's key employees include:

  • Head Business Development: I. O.
  • Owner: A. R.
  • Partner: R. C.
  • Co-Owner: T. L.
  • Managing Director: D. L.

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