Mark Mulvoy is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Investment Management and First Republic Securities Company. Outside of his advisory role, Mr. Mulvoy serves as a manager for a client-owned LLC, a non-investment activity for which he receives no compensation. 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 and employs a diversified, asset-allocation-driven approach that includes both active and passive strategies, third-party manager allocations, and private fund management.

Mark Ostroff is a financial advisor at Evoke Advisors in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Oath Private Capital and Alloy Asset Management. Evoke Advisors serves a diverse client base including high and ultra-high net worth individuals, family offices, trusts, foundations, and corporations. The firm provides comprehensive financial planning, tax services staffed by CPAs and EAs, and both discretionary and non-discretionary investment management, emphasizing diversified, long-term asset allocation across a variety of investment vehicles.

Mark Thompson is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He holds the Series 66 designation and 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 a range of clients including individuals, trusts, retirement plans, and corporations. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, active and passive management, and alternative investments, and it utilizes tools such as artificial intelligence and machine learning for research and analysis.

Noel Campbell is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Cresset Asset Management, LLC since 2021, with prior roles at ICONIQ Capital and Wetherby Asset Management. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, high-net-worth families, trusts, estates, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, incorporating third-party managers where appropriate.

Angela Raitzin is a CFP® professional with 22 years of industry experience. She currently works at Cresset Asset Management, LLC and previously held positions at First Republic Investment Management and First Republic Securities Company. She serves as an advisory board member for the Institutional Investor Wealth Advisor Summit. 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 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 specialized advisory and private fund management services.

Jeanne McGannon is a CFP® certificant with 14 years of industry experience. She is currently with Cresset Asset Management, LLC, where she has worked since 2023. Her prior experience includes roles at Geller Advisors LLC and First Republic Securities Company. 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 using both active and passive strategies, supported by a structured due-diligence program and a range of advisory and family office services.

Sam Katzman is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities Company in various roles from 2015 to 2023. Katzman also serves as a trustee for clients' accounts. Cresset Asset Management, LLC manages 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 investment approach using both active and passive strategies, supported by a structured due-diligence program and management of private funds across multiple asset classes.

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.

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.

Alexander Lytle is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at First Republic Investment Management, Inc. and in educational roles at Fairfield University and Canterbury School. 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 employs a diversified, asset-allocation-driven approach using both active and passive strategies and incorporates third-party managers, supported by a structured due-diligence and monitoring program across multiple asset classes.

George Boudria is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at First Republic Securities Company, Merrill, Bank of America, and Stephens Inc. Cresset Asset Management 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 employs a diversified, asset-allocation-driven approach, combining active and passive strategies with third-party manager allocations, supported by a structured due-diligence program and private fund management activities.