John Wattles is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Cresset since 2022. Prior to his advisory role, he held positions at ServiceSource Inc, Pioneer Landscape Centers, and Arrow Electronics. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and includes comprehensive due diligence and ongoing monitoring of third-party managers across various asset classes.

Jacob Bond is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2023. Prior to joining Cresset, he spent 16 years at TRUE Capital Management. He is also a licensed insurance agent with True Capital Insurance Services, LLC, an affiliated insurance company, though he does not receive compensation for those services. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, offering services such as portfolio management, wealth planning, private fund advisory, and family office services. Cresset employs a diversified, asset-allocation-driven investment approach combining active and passive strategies with a structured due diligence process for manager selection and ongoing monitoring.

Eric Schoener is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. Prior to joining Cresset, he worked at Pagnato Karp Partners, LLC from 2016 to 2020. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and private fund management across public equities, fixed income, alternatives, real estate, and private markets.

Alexander Lytle is a Series 65-licensed financial advisor at Cresset Asset Management, LLC with four years of industry experience. He previously worked at First Republic Investment Management, Inc. and has a background that includes roles at Fairfield University and Canterbury School. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investments across multiple asset classes, including alternatives such as private equity and digital assets.

L Wright is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 20 years and Citigroup Global Markets for one year. He is based in Atlanta, GA. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and various alternatives.

James Sioris is a financial advisor with Cresset Asset Management, LLC, holding Series 65 and Series 66 credentials and 12 years of industry experience. He joined Cresset in 2022 after 15 years with Meristem Family Wealth LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and various alternatives.

Catherine Ward is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets and RSM McGladrey Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of advisory and family office services.

Jill Asrael is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Berman Capital Advisors, LLC and Grapevine Partners, LLC. She serves as President of the Epstein Foundation, which supports the Epstein School in Atlanta, GA. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management across various asset classes.

Heather Pelant is a CFP®-certified financial advisor at Cresset Asset Management, LLC with over 20 years of industry experience. She previously worked at Baker Street Advisors for 10 years and BlackRock for 13 years. Pelant holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, high-net-worth families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and employs a structured due-diligence process to manage investments across various asset classes.

Varun Jain is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, First Republic Investment Management, and Evidation Health. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, utilizing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investment strategies across various asset classes and alternatives.

Joshua Togger is a CFA® charterholder with 8 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2021. His prior experience includes roles at Heritage Wealth Advisors, Bingham Arbitrage Rebate Services, Inc., and Northwestern Mutual Investment Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles using a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across multiple asset classes.

Camille Vukodinovich is a CFP® professional with six years of industry experience. She has worked at Cresset Asset Management, LLC since 2022 and previously held roles at Meristem Family Wealth LLC, CliftonLarsonAllen Wealth Advisors, LLC, Wipfli Financial Advisors, LLC, Hewins Financial Advisors, LLC, and the University of Wisconsin-Madison. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, active and passive management, and alternatives across various asset classes, while using tools such as artificial intelligence and machine learning for research and analysis.

Michael Texido is a financial advisor at Cresset Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities in various roles from 2015 to 2023. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in client assets for individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program for manager selection and ongoing monitoring.

Michael Ellington Jr. is a financial advisor at Cresset Asset Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked for 25 years at Sanford C. Bernstein & Co., LLC and Alliance Capital Management LP. Outside of his advisory role, he is a partner in Ellington Family Partners, LLC, a non-investment related business. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction using a combination of active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Garrett Birnbaum is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. Garrett also held positions at Sonoco Products earlier in his career. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Shane Harjes is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cresset since 2019. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, the University of Colorado Boulder, and Filter Haus LLC. Harjes serves as treasurer for The Table Minneapolis, a charitable organization. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach that blends active and passive strategies, supported by a structured due diligence program and private fund management activities.

Beatrice Maidman is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cresset Asset Management, LLC and has prior experience at JP Morgan Chase Bank, N.A., First Republic Securities Company, LLC, and Boston University School of Law. Maidman’s background includes both legal and financial roles. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Andrew Woolridge is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining Cresset in 2020, he worked at PagnatoKarp Partners, LLC from 2016 to 2020. Outside of his advisory role, Woolridge is involved in managing rural real estate and natural resources interests and holds officer positions in family-owned businesses, including an independent insurance agency. Cresset Asset Management is a multidisciplinary firm managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled vehicles. The firm employs a risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive strategies across equities, fixed income, and alternatives.

Erik Ralston is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and management of private funds across multiple asset classes.

Andrew Preisendanz is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across multiple asset classes.