Daniel Biondi is a CFA® charterholder with 10 years of industry experience, currently serving at Cresset Asset Management, LLC. His prior experience includes multiple roles at JP Morgan Private Bank from 2015 to 2021. 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, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies and integrates thorough due diligence and monitoring in its portfolio management.

Andrew O’Connell is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company and First Republic Investment Management from 2015 to 2023. 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 investment approach that combines active and passive strategies and includes discretionary and non-discretionary portfolio management, wealth management, financial planning, and private fund advisory services.

Kendall Kozikowski is a financial advisor at Cresset Asset Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cresset, he worked at Bravo Capital for three years and Greystone for three years. He has held roles at Boston College and Oak Ridge Country Club. 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 includes strategic asset allocation, manager selection, and a combination of active and passive investment strategies across public equities, fixed income, and alternatives.

Katherine Archer is a financial advisor at Cresset Asset Management, LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at CH Investment Partners and Deutsche Bank Securities. She serves as an Investment Committee Board Member for the Dallas Regional Chamber. Cresset Asset Management manages approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Timur Zeinapur is a financial advisor at Cresset Asset Management, LLC with 11 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, LLC is an SEC-registered 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 investment approach using both active and passive strategies, supported by structured due diligence and private fund management.

Ryan Walker is a CFA® charterholder with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2021. His prior experience includes roles at Berman Capital Advisors, LLC and Merrill Lynch. 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 with a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across a diverse range of asset classes.

Zachary Ventrice is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at UBS Financial Services, Inc. from 2024 to 2026. Cresset Asset Management is a multi-disciplinary investment adviser managing 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 includes strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

Serina Awadalla is a CFP® professional with seven years of industry experience. She has worked at Cresset Asset Management, LLC since 2021 and previously at Berman Capital Advisors, LLC from 2016 to 2021. 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 integrates strategic asset allocation, manager selection, and active and passive strategies across public equities, fixed income, and alternative investments.

Christopher Chase is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at First Republic Investment Management, J.P. Morgan Securities, and JPMorgan Chase Bank, among others. He is based in San Francisco, CA. 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, active and passive management, and a variety of alternative investments.

Joseph Sayers III is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for nine years. Outside of his advisory role, Mr. Sayers serves on the advisory board for The General's Redoubt, a historical preservation group affiliated with Washington and Lee University, acting as a point of contact for Texas. 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 employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due diligence program and a range of affiliated entities offering comprehensive wealth management and advisory services.

Michelle Trivers 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 Morgan Stanley, Rockefeller Capital Management, and Berman Capital Advisors. Based in Atlanta, GA, she has been with Cresset since 2021. Cresset Asset Management is an SEC-registered 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 portfolio construction using both active and passive strategies, supported by a structured due diligence process and a range of advisory services.

Robert D'angelo is a CFA charterholder with 15 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2022, following roles at Altrius Capital Management Inc., GAM Services Inc., and AllianceBernstein L.P. 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 active and passive implementation across a range of asset classes including alternatives.

Christine Sloboth is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Cresset in 2026. 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 integrates strategic asset allocation, manager selection, and a combination of active and passive investment strategies across various asset classes.

James Cheap is a financial advisor at Cresset Asset Management, LLC in San Francisco, CA, with five years of industry experience. He holds a Series 66 designation and has worked at Cresset Asset Management and Peakline Partners LLC, as well as True Capital Management, SharesPost Research LLC, and Equilar Inc. 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 that combines strategic asset allocation, active and passive management, and alternative investments.

Phillip Strohm is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 65 credential and previously worked at Meristem Family Wealth LLC for 16 years before joining Cresset in 2022. 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 approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Charles Hinman is a CFA® charterholder affiliated with Cresset Asset Management, LLC in San Francisco, CA. He has held roles at firms including Baker Street Advisors, Avalon Capital Management, Fiera Capital, and Wellington Management. Prior to his financial services career, he worked at the U.S. Commercial Service and was associated with Tufts University. 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, manager selection, and both active and passive implementation across multiple asset classes, including alternatives.

John Crampton is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Cresset Asset Management, LLC since 2023 and previously held roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and UBS Financial Services, Inc. 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, estates, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and incorporates third-party managers, supported by a structured due diligence and monitoring process.

Rachel Clore is a financial advisor at Cresset Asset Management, LLC, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Wealthspire Advisors LLC, Scott Tucker Solutions, Inc., Kent M. Lucaccioni, Ltd., Borkan & Scahill, Ltd., and Mueller Law Firm. 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 corporations, employing a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Christopher Georgopoulos is a financial advisor with Cresset Asset Management, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill and Bank of America Private Bank from 2017 to 2022, and Lowry Research from 2010 to 2017. Cresset Asset Management is an SEC-registered 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 focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due diligence program and multiple affiliated entities.

Dylan Bushelle is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at Goldman Sachs for two years and has held positions at J.P. Morgan Chase & Co., Ameriprise Financial, and Indiana University. Dylan holds Series 63 and Series 65 licenses. Cresset Asset Management is a multi-disciplinary investment adviser that manages approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with wealth management, financial planning, and portfolio management services, employing a disciplined, risk-aware approach across a broad range of asset classes.