Jeffrey Wiseman is a financial advisor at Cresset Asset Management, LLC with 20 years of industry experience. He holds the Series 63 designation and has been with Cresset since 2023, following nine years as a self-employed advisor. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, high-net-worth families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and conducting rigorous due diligence on third-party managers.

Lillian Vassilatos is a financial advisor at Cresset Asset Management, LLC with seven years of industry experience. She holds a Series 65 credential and has worked at Cresset since 2018, following a ten-year tenure at The Northern Trust Company. 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, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

John Klopfenstein is a CFA® charterholder with three years of industry experience. He has worked at Cresset Asset Management, LLC since 2022 and previously held roles at PricewaterhouseCoopers and Sea Island Resorts. Klopfenstein serves as Vice President on the Board of Directors for the Samuel L. Asbury Foundation, a charitable organization. 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, offering wealth management, portfolio management, retirement plan consulting, and family office services using a disciplined, risk-aware investment approach.

Nathan Snodgrass is a financial advisor at Cresset Asset Management, LLC with 27 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Cresset, he worked at Evanston Investments Inc. (dba Evanston Advisors) for 26 years. Outside of his advisory role, Mr. Snodgrass serves as a trustee for a client account, providing administrative and fiduciary services. Cresset Asset Management manages approximately $71.9 billion in client assets and serves a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies and emphasizes thorough manager due diligence and ongoing monitoring.

Molly Stelmar is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at First Republic Investment Management, First Republic Securities Company, Bank of America, and Merrill. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets and serves a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and employs a structured due-diligence program for manager review and private fund management.

Michael Silverman is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at CH Investment Partners and Crow Holdings Capital Partners. Silverman serves as a board member and chair of the investment committee for multiple organizations, including Children’s Health System of Texas and The Thomas Jefferson Foundation. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in assets for a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes and alternatives.

Nicolette Davicino is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. Her prior roles include positions at Commonwealth Financial Network and Armstrong, Fleming & Moore. 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, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive investment strategies across various asset classes.

Renay Henderson is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Cresset Asset Management, LLC, where she has worked since 2022. Prior to joining Cresset, she spent over two decades at Meristem Family Wealth. Cresset Asset Management, LLC manages approximately $71.9 billion in client 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, supported by a structured due diligence process and private fund management.

Andrea Item is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at UBS Financial Services, SunTrust Advisory Services, Quorum Investment Counsel, and United Capital Financial Advisors. 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 investment approach combining strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives, utilizing tools such as artificial intelligence and machine learning.

David Legus is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Meristem Family Wealth, U.S. Bancorp Investments, Inc., and AllianceBernstein L.P. prior to joining Cresset in 2022. 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 through a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

George Boudria is a financial advisor at Cresset Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including First Republic Securities Company, Merrill, Bank of America, and Stephens Inc. before joining Cresset in 2023. Cresset Asset Management manages approximately $78.9 billion in assets, serving 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 implementation across various asset classes, including alternatives.

Danique Van Der Velden is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at AllianceBernstein for several years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Elizabeth Lawther is a CFA charterholder with six years of industry experience. She has worked at Cresset Asset Management, LLC since 2020 and previously spent nine years with M&T Securities, Inc. and M&T Bank. Cresset Asset Management is a multi-disciplinary adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach across public equities, fixed income, and alternatives, utilizing both active and passive strategies along with tools such as artificial intelligence and machine learning.