Zach Senft is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Rockefeller Capital Management, Wells Fargo, and Berman Capital Advisors. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Brent Meyer is a CFP® professional at Cresset Asset Management, LLC with eight years of industry experience. He previously worked at Meristem Family Wealth LLC from 2013 to 2022 before joining Cresset. 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 both active and passive implementation across various asset classes.

William Marino is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Cresset Asset Management, LLC and previously spent 10 years at UBS Financial Services. 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 incorporates strategic asset allocation, manager selection, and a mix of active and passive investments across equities, fixed income, and alternatives.

Patrick Dunton is a CFP® professional with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2018. Prior to joining Cresset, he spent five years at JPMorgan Chase Bank NA. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm emphasizes diversified, asset-allocation-driven portfolio construction tailored to individual objectives and risk profiles, employing both active and passive strategies alongside third-party managers.

Anne Novak is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She holds the PFS™ designation and Series 65 license. Novak has worked at Cresset Asset Management since 2022 and has been Vice President at Cresset Trust Company since 2015, where she oversees operations, business development, and vendor relations. Prior to joining Cresset, she spent 17 years with Meristem Family Wealth, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, using diversified, asset-allocation-driven portfolio construction with both active and passive strategies.

Maggie Shriver is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Cresset since 2020, following four years at PagnatoKarp Partners, LLC. Based in Chicago, IL, she is part of a firm with 196 advisors. 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 incorporates strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Shannon Miller is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding Series 63, 65, and 66 licenses with two years of industry experience. Prior to joining Cresset Asset Management in 2024, Miller worked at CH Investment Partners for five years, Crow Holdings Capital Investment Partners for five years, and UBS Financial Services for one year. 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, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and the use of active and passive strategies across multiple asset classes.

Jodi Van Voorhis is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Equitable, LPL Financial, and CURO Private Wealth. 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 risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Stephen Wathen is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cresset in 2020, he was with PagnatoKarp Partners, LLC from 2016 to 2020. 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 investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Michael Bruno is a CFA® charterholder with 12 years of industry experience. He is currently with Cresset Asset Management, LLC and previously worked at Bank of America and CiTIGROUP. Cresset Asset Management manages approximately $78.9 billion in client assets and serves a diverse client base including high-net-worth individuals, trusts, retirement plans, and corporations. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

Micah Miller is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, First Republic Investment Management, and Pillsbury Winthrop Shaw Pittman, LLP. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, 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 access to both public and private markets.

Chelsey Yacos is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 designation. She has worked in the investment industry since 2011, previously with Cushing Asset Management and CH Investment Partners before joining Cresset in 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and private-fund management across multiple asset classes.

Sarah Ponczek is a CFP®-certified financial advisor at Cresset Asset Management, LLC with five years of industry experience. Prior to joining Cresset in 2026, she worked at UBS Financial Services and Bloomberg LP. She also serves as a consultant for GenUnion, an organization focused on mentoring and providing career opportunities to underrepresented individuals pursuing careers in financial services. Cresset Asset Management is a multi-disciplinary firm managing approximately $78.9 billion in client assets, serving individuals, families, retirement plans, and institutional clients. The firm employs a risk-aware investment approach that combines strategic asset allocation, active and passive management, and alternative investments, supported by tools such as artificial intelligence and ongoing client reviews.

Jacqueline Vertucci Alfonso is a financial advisor at Cresset Asset Management, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Stifel, Nicolaus & Company, Incorporated, among other roles. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets and serving a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across public equities, fixed income, and alternative assets.

Marcel Myszewski is a CFP® professional at Cresset Asset Management, LLC with four years of industry experience. He previously worked at BBR Partners, LLC and Northern Trust Corporation. Cresset Asset Management is a multi-disciplinary investment 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 combining strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Patrick Siering is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He worked at Meristem Family Wealth for 11 years before joining Cresset in 2022. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using a combination of active and passive strategies and conducts thorough due diligence on third-party managers.

Lewis Crosby is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 credential and having two years of industry experience. Prior to joining Cresset, he worked at Tradition Companies and has held various roles in education and other sectors. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in 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 integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

William Buchband is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Cresset Asset Management, LLC since 2017. Prior to joining Cresset, he worked at J.P. Morgan Securities, LLC for nine years. He holds Series 63 and Series 66 licenses. 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, 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 and private fund management across various asset classes.

David Arizini is a financial advisor at Cresset Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and First Republic Securities Company. Outside of his advisory role, he is involved as managing partner of an LLC that operates an active vineyard. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, 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 provides services such as portfolio management, wealth planning, private fund advisory, and family office solutions.

Mark Thompson is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James. 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 implementation across various asset classes, including alternatives.