What departments does The Connable Office, A Cresset Company have?

The Connable Office, A Cresset Company has employees across 6 departments including Finance, Operations, Information Security, Administrative, Legal.

What is the largest department at The Connable Office, A Cresset Company?

The largest department at The Connable Office, A Cresset Company is Finance with 2 employees.

Where are The Connable Office, A Cresset Company employees located globally?

The Connable Office, A Cresset Company has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has The Connable Office, A Cresset Company's team size changed over time?

The Connable Office, A Cresset Company's team has decreased from approximately 25 to 22 employees based on available data.

The Connable Office, A Cresset Company Employee Directory

Financial ServicesMichigan, United States11-50 Employees

The Connable Office, A Cresset Company, is a small- to mid-sized financial services firm based in Kalamazoo, Michigan. With a history spanning more than a century, it serves multi-generational families of wealth and focuses on helping preserve family legacies.

Its services are delivered through an integrated set of offerings that includes investment management, estate planning and trust administration, personal and financial advisory, tax planning and compliance, foundation administration, and guidance on business and real estate matters, as well as individual retirement accounts. The firm targets families seeking to protect and transfer wealth across generations, addressing both current needs and long-term planning. In June 2024, The Connable Office was acquired by Cresset, marking a change in ownership and affiliation.

The Connable Office, A Cresset Company Global Highlights

North America
39

United States Of America
39

Europe
5

United Kingdom Of Great Britain And Northern Ireland
5

The Connable Office, A Cresset Company's Leadership

K. C.
Chief Financial Officer
Mobile Phone
Email
L. L.
Chief Investment Officer
Mobile Phone
Email
J. R.
Investment Operations Manager
Mobile Phone
Email
M. P.
It And Cyber Security Manager
Mobile Phone
Email
T. W.
Humor Columnist
Mobile Phone
Email
S. R.
Estate Administration Specialist
Mobile Phone
Email
L. F.
Executive Assistant
Mobile Phone
Email
M. C.
Investments Operations Assistant
Mobile Phone
Email

The Connable Office, A Cresset Company Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Business
Finance
Other

Contact profiles from The Connable Office, A Cresset Company

Name

Title

Contact

Location

Last Update

K. C.
Chief Financial Officer
Mobile Phone
Email
Mar 08, 2024
L. L.
Chief Investment Officer
Mobile Phone
Email
Oct 23, 2024
J. R.
Investment Operations Manager
Mobile Phone
Email
Oct 22, 2024
M. P.
It And Cyber Security Manager
Mobile Phone
Email
Oct 17, 2024
T. W.
Humor Columnist
Mobile Phone
Email
Oct 25, 2025
S. R.
Estate Administration Specialist
Mobile Phone
Email
Jul 01, 2026
L. F.
Executive Assistant
Mobile Phone
Email
Oct 16, 2024
M. C.
Investments Operations Assistant
Mobile Phone
Email
Oct 22, 2024
S. R.
Paralegal
Mobile Phone
Email
Oct 16, 2024
S. W.
Tax Accountant
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is The Connable Office, A Cresset Company known for?

The Connable Office, A Cresset Company operates in the Financial Services industry. Explore The Connable Office, A Cresset Company's company overview page for more information.

What is The Connable Office, A Cresset Company's most common email format?

The Connable Office, A Cresset Company employees' email format typically follows the pattern of FLast@connableoffice.com. Trying to find reliable and up-to-date employee contact data? Find more The Connable Office, A Cresset Company email formats with LeadIQ.

How many employees does The Connable Office, A Cresset Company have currently?

The Connable Office, A Cresset Company has approximately 25 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are The Connable Office, A Cresset Company's key employees and leadership?

As of September 2026, The Connable Office, A Cresset Company's key employees include:

Chief Financial Officer: K. C.
Chief Investment Officer: L. L.
Investment Operations Manager: J. R.
It And Cyber Security Manager: M. P.
Humor Columnist: T. W.

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The Connable Office, A Cresset Company Employee Directory

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