Thomas Mckeown is a CFP® and CFA® with 10 years of industry experience. He has worked at Cresset Asset Management, LLC since 2021 and previously spent six years at Fidelity Investments. Based in Chicago, IL, he holds the Series 63 and Series 66 licenses. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets across a diverse range of clients. The firm employs a diversified, asset-allocation-driven approach that combines active and passive strategies, supported by a structured due-diligence program and private fund management.

Patrick Regan is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Cresset Asset Management, LLC, where he has worked since 2022. Prior to joining Cresset, he spent 16 years at Meristem Family Wealth LLC. 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 that combines active and passive strategies, third-party manager allocations, and a structured due diligence process across multiple asset classes.

Kevin Benesh II is a CFA® charterholder with nine years of industry experience. He currently works at Cresset Asset Management, LLC, where he has been since 2026. Prior to joining Cresset, he spent nine years at JP Morgan Chase Bank. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets and 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 public equities, fixed income, and alternatives, utilizing tools such as artificial intelligence and machine-learning for research and analysis.

Lacey Schoenbachler is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. She holds a Series 65 credential and has worked at Cresset since 2021, following prior roles at Berman Capital Advisors, LLC and Edge Capital Partners LLC. Cresset Asset Management, LLC 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 emphasizes diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and utilizing third-party managers as appropriate.

Ralph Divino 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 BNY Investments, FLX Networks, Macquarie Investment Management, and Voya 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 various asset classes, including alternatives.

Zachary Bindler is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Cresset since 2018, previously spending four years at New Market Wealth Management, LLC. 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 tailored to client objectives, employing both active and passive strategies alongside third-party managers.

Alexander Smith is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He has held positions at J.P. Morgan from 2008 to 2020 before joining Cresset in 2020. He holds Series 63 and Series 66 licenses. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a broad range of clients, 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 and conducts thorough due diligence on third-party managers and private funds.

Jon Crow is a financial advisor at Cresset Asset Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Cresset and its related entities since 2019, including serving as president of Cresset Trust Company. Prior to that, he spent 17 years at Meristem Family Wealth LLC. 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, families, trusts, retirement plans, and charitable organizations, offering portfolio management, wealth planning, and private fund advisory with a focus on diversified, asset-allocation-driven strategies.

Bradley Stinn is a financial advisor at Cresset Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eaton Vance Distributors, Inc., Morgan Stanley Smith Barney LLC, and Morgan Stanley & Co., 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 integrates strategic asset allocation, manager selection, and a mix of active and passive investment strategies across public and alternative assets.

Matthew Williams is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Cresset, he worked at Allied Wealth and Ithaka Hospitality Partners and has also been involved in life insurance and annuity sales through AWM Insurance Services, Inc. Cresset Asset Management manages 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, active and passive management, and alternatives across various asset classes, supported by tools such as artificial intelligence and machine learning.

Marina Eastman is a financial advisor at Cresset Asset Management, LLC with five years of industry experience. She has previously worked at IEQ Capital, LLC, Callan LLC, and the University of California. 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, family office services, and advisory services to private funds through a disciplined, risk-aware approach utilizing both active and passive strategies across various asset classes.

Michael Anderson is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He previously worked at CH Investment Partners and HDVI. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across 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, supported by a structured due-diligence program and multiple affiliated entities.

Todd Tautfest is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, with six years of industry experience. He previously worked at Wilmington Trust for 11 years. Outside of his advisory role, he is the owner of AXIOM, LLC, an oil and gas mineral company. 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 integrates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes.

Jennifer Lam is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Mariner Wealth, JPMorgan Chase Bank, First Republic Securities Company, and Merrill. 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 public equities, fixed income, and alternatives.

Le Ann Shea is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cerity Partners LLC, Bingham, Osborn, & Scarborough, LLC, RBC Capital Markets, Capfinancial Securities, LLC, CapTrust, and Natixis. Cresset Asset Management, LLC 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 focuses on diversified, asset-allocation-driven portfolios using both active and passive strategies, supported by a structured due-diligence program and private fund management across various asset classes.

Elizabeth Chandler is a financial advisor at Cresset Asset Management, LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Outside of her advisory role, she serves as Vice Chair of the Board at Zoo Atlanta and is a member of the Board of Trustees at Atlanta International School. 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, estates, retirement plans, and charitable organizations, using a diversified, asset-allocation-driven approach that combines active and passive strategies with third-party manager allocations.

Kaitlyn Greco is a financial advisor at Cresset Asset Management, LLC with Series 63 and Series 65 designations and two years of industry experience. Prior to joining Cresset in 2024, she held roles at Equitable Advisors, LLC, First Citizens Bank, and Truist Investment Services, Inc. Outside of finance, she has experience working in the hospitality and entertainment industries. 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 risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across a wide range of asset classes.

Christopher Tiano is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He previously worked at Lazard Asset Management LLC for two years and DNB Markets, Inc. for ten years. He holds Series 63 and Series 65 licenses and is based in Los Angeles, CA. 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 both active and passive investment strategies across various asset classes.

Allison Hild is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at J.P. Morgan Private Bank for 11 years. Allison serves as an ex-officio board member of Kent Denver School, a private school in Colorado. Cresset Asset Management manages 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 strategies across multiple asset classes, including private equity, private credit, real estate, and digital assets.

Jeanne Mcgannon is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2023. Prior to joining Cresset, she worked for seven years at Geller Advisors 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 incorporates strategic asset allocation, manager selection, and both active and passive strategies across a range of asset classes.