Veronica Martinez is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at UBS Financial Services and SunTrust Advisory Services. Outside of her advisory role, she works as a coach motivating individuals on workout and eating plans. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach across public equities, fixed income, and alternative investments.

Michael Bober is a CFP® professional with 34 years of industry experience, currently serving at Cresset Asset Management, LLC since 2026. His prior roles include positions at UBS Financial Services, Oppenheimer, Stanford Group Company, Stillpoint Wealth Management, and Citigroup Global Markets. He serves as a trustee on the board of Saint Andrews School in Boca Raton, Florida. 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 wealth management, portfolio management, retirement consulting, and family office services, employing a risk-aware investment approach across public equities, fixed income, and various alternatives.

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.

Sarah Ponczek is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Cresset Asset Management, LLC and previously held roles at UBS Financial Services and Bloomberg LP. Outside of her advisory role, she consults with GenUnion, an organization focused on mentoring underrepresented individuals seeking careers in 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, and corporations, employing a disciplined, risk-aware investment approach that includes strategic asset allocation, manager selection, and the use of both active and passive strategies across multiple asset classes.

Michael Macdonald is a CFP® with 33 years of experience in the financial industry. He currently works at Cresset Asset Management, LLC and has previously held positions at UBS Financial Services, Oppenheimer, Stanford Group Company, Stillpoint Wealth Management, and Citigroup Global Markets. Outside of his advisory role, he is a partner and manager in a family real estate partnership. 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, and corporations, offering services such as wealth management, financial planning, and family office solutions through an affiliate.

Evan Blake is a CFA charterholder with 14 years of industry experience. He is currently with Cresset Asset Management, LLC and has previously worked at UBS Financial Services and J.P. Morgan Securities. 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 strategies across public equities, fixed income, and alternatives.

Ettore Ventrice is a CFP® designated financial advisor with 34 years of industry experience. He currently works at Cresset Asset Management, LLC and has held prior positions at UBS Financial Services, Oppenheimer, Stanford Group Company, Stillpoint Wealth Management, LLC, and Citigroup Global Markets. Outside of his advisory role, he serves on the boards of the Impact 100 charity and the FAU Foundation, and is involved in the audit committee at the Royal Palm Yacht & Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving a wide range of clients including individuals, high-net-worth clients, and institutions. The firm uses a risk-aware investment approach combining strategic asset allocation, active and passive management, and alternative investments, and offers services such as wealth management, retirement plan consulting, and advisory support to private funds.

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.

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.

Andrea Item is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at UBS Financial Services, SunTrust Advisory Services, Quorum Investment Counsel, and United Capital Financial Advisors. 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 investment 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.