Noel Campbell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior experience includes roles at ICONIQ Capital and Wetherby Asset 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, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across a broad range of asset classes.

Paul Tramontano is a financial advisor at Cresset Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory role, he serves on the Board of Directors for Eagle Point Capital and its related funds and is an Investment Committee Member for the ONS Foundation for Clinical Research and Education. 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, and institutions. 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 affiliated advisory and fund sponsors.

Rupert Hansford is a CFA® charterholder with two years of industry experience. He is currently an advisor at Cresset Asset Management, LLC and has prior experience at Fleetcor Technologies, Schroders, and Sun Life Capital Management. 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 institutions. The firm employs a diversified, asset-allocation-driven approach utilizing both active and passive strategies, supported by a structured due-diligence program and a range of advisory and private fund services.

William McMahan is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at CH Investment Partners for four years and Crow Holdings for 26 years. Outside of his advisory role, he serves as a director overseeing the wind down and liquidation of Catmontu Insurance Company, Ltd. 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 combining active and passive strategies and offers services including portfolio management, wealth management, and private fund advisory.

Alana Yokoyama is a CFP® and Series 66-registered financial advisor at Cresset Asset Management, LLC with nine years of industry experience. She has previously worked at J.P. Morgan Securities, First Republic Investment Management, and LPL Financial. 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 that combines strategic asset allocation, manager selection, and both active and passive implementation across a diversified range of asset classes, including alternatives such as private equity and digital assets.

Robert Politz is a CFP® with six years of industry experience, currently serving at Cresset Asset Management, LLC. He has worked at Cresset since 2023 and previously held roles at Avondale Wealth Management and Pilytix LLC. Politz also spent time with the St. Louis Cardinals organization and attended Yale University. 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 investment approach that includes strategic asset allocation, manager selection, and a combination of active and passive strategies across public and alternative asset classes.

Dagny Maidman is a financial advisor at Cresset Asset Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Maidman also serves as a trustee for a client trust account. 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, and corporations, utilizing a disciplined, risk-aware investment approach that incorporates strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Richard Hall is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and worked previously at J.P. Morgan Securities Inc for nine years before joining Cresset in 2019. 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 employs a diversified, asset-allocation-driven investment approach combining active and passive strategies and utilizes a structured due diligence process for manager selection and ongoing monitoring.

Charles Maxwell Jr. is a CFP® with 13 years of industry experience, currently serving at Cresset Asset Management, LLC since 2022. He previously worked with Sargent Management Company and Meristem Family Wealth LLC. Outside of advising, he is a board member of Album Health, a start-up healthcare company in Des Moines, Iowa. 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 a mix of active and passive strategies across public equities, fixed income, and alternatives.

Leslie Cannon is a CFP® professional with 16 years of experience in the financial services industry. Currently with Cresset Asset Management, LLC since 2024, Leslie previously worked at The Invictus Collective, LLC, JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Merrill. 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, 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 program and a range of wealth management and advisory services.

Angela Raitzin is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds the CFP® designation as well as Series 63, 65, and 66 licenses. Prior to joining Cresset in 2023, she worked at First Republic Investment Management, First Republic Securities, Constellation Wealth Advisors, Credit Suisse Securities, and Pershing. She serves as an advisory board member for the Institutional Investor Wealth Advisor Summit. 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 risk-aware approach combining strategic asset allocation, manager selection, and active and passive implementation across multiple asset classes.

Patrick Hejlik is a financial advisor at Cresset Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, First Republic Securities Company, First Republic Investment Management, and Fourth Quadrant Asset Management. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base, including high-net-worth individuals, 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 program and a range of affiliated entities.

Timothy Ross is a financial advisor at Cresset Asset Management, LLC with 21 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Cresset in 2023, he worked at First Republic Investment Management and First Republic Securities Company LLC from 2015 to 2023. 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, 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 and conducts structured due diligence across public and private markets.

Kenneth Sorosky is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at True Capital Management for 10 years. Outside of his advisory role, he serves on the board of directors for Diversified Pacific, a real estate investment entity. Cresset Asset Management 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, employing a diversified, asset-allocation-driven approach that combines active and passive strategies across multiple asset classes.

Gregory Laughlin is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Meristem Family Wealth LLC for 10 years before joining Cresset in 2022. Outside of his advisory role, he assists in organizing special events through Twirl Events. Cresset Asset Management is an SEC-registered investment adviser managing 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 approach, combining active and passive strategies and utilizing third-party managers where appropriate.

Blake Green is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and HighTower Securities, LLC. Outside of his advisory role, he is also an Independent Insurance Agent. 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 across a range of asset classes and leverages third-party managers and advanced tools such as artificial intelligence for research and analysis.

Darci Hawkins is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Investment Management and First Republic Securities Company from 2015 to 2023. Hawkins serves as Treasurer on the Board of the National Charity League, Willow Rose Chapter. Cresset Asset Management manages 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 incorporates both active and passive strategies, along with third-party manager allocations, supported by a structured due-diligence process.

Michael Pinckney is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon Wealth Management for seven years. 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 employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and access to multiple affiliated entities offering specialized advisory and private fund services.

Robert Dunkin II is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Trust, Bank of America, N.A. for eight years before joining Cresset in 2018. 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 through a range of services including wealth management, portfolio management, and family office support. Their investment approach combines strategic asset allocation, active and passive management, and the use of alternative assets alongside advanced research tools such as artificial intelligence.

Patrick Biladeau is a financial advisor at Cresset Asset Management, LLC in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank & Co. and J.P. Morgan Securities from 2013 to 2018. 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.