John Schriver IV is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has been with Cresset Asset Management, LLC since 2018 and previously worked at BMO Private Bank for 16 years. He serves on the investment committee of Christ Church of Oakbrook, advising on investment strategy and allocation. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program and a range of services including portfolio management, wealth planning, private fund advisory, and family office services.

Dimant Patel is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2022. Prior to joining Cresset, he held positions at Bank of America Private Bank and Kforce Inc. 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 combines strategic asset allocation, active and passive management, and the use of third-party managers and advanced research tools such as artificial intelligence and machine learning.

Daniel Morgan is a financial advisor at Cresset Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hightower Advisors and Citigroup. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, offering services including portfolio management, wealth management, financial planning, and private fund advisory. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies along with third-party manager allocations tailored to client objectives and risk profiles.

Matthew Teich is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. He holds the CFP® and CFA® designations and has worked at Cresset since 2017, with prior experience at J.P. Morgan Private Bank. 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 focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and offers a range of services including portfolio management, financial planning, private fund advisory, and family office services.

Zachary Kanicka 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 eight years before joining Cresset in 2020. 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, active and passive management, and alternative investments across multiple asset classes.

David Jackson is a Series 65 licensed financial advisor with 21 years of industry experience. He has worked at Cresset Asset Management, LLC since 2019 and previously spent 18 years at Evanston Investments, Inc. Outside of his advisory role, Jackson owns and operates QB Innovations, a management consulting business, and serves as a trustee and board member of three private foundations. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, and institutions. The firm employs a diversified, asset-allocation-driven investment approach combining active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities that provide a broad range of investment and advisory services.

Patrick Dunton is a CFP® professional with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2018. Prior to joining Cresset, he spent five years at JPMorgan Chase Bank NA. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm emphasizes diversified, asset-allocation-driven portfolio construction tailored to individual objectives and risk profiles, employing both active and passive strategies alongside third-party managers.

Maggie Shriver is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Cresset since 2020, following four years at PagnatoKarp Partners, LLC. Based in Chicago, IL, she is part of a firm with 196 advisors. 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 incorporates strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Stephen Wathen is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cresset in 2020, he was with PagnatoKarp Partners, LLC from 2016 to 2020. 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 investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Marcel Myszewski 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 BBR Partners, LLC and Northern Trust Corporation. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes 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 private-fund management across multiple asset classes.

William Buchband is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Cresset Asset Management, LLC since 2017. Prior to joining Cresset, he worked at J.P. Morgan Securities, LLC for nine years. He holds Series 63 and Series 66 licenses. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program and private fund management across various asset classes.

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.

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.

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.

Patrick Biladeau is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Cresset in 2018, he worked at JPMorgan Chase Bank & Co. and J.P. Morgan Securities from 2013 to 2018. Cresset Asset Management manages approximately $78.9 billion in client assets and provides wealth management, financial planning, portfolio management, and family office services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a risk-aware approach combining strategic asset allocation with active and passive investment management across a broad range of asset classes.

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.

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.

Matthew Williams is a financial advisor at Cresset Asset Management, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Cresset, he worked at Allied Wealth and Ithaka Hospitality Partners and has experience in both hospitality and education sectors. He is also a licensed insurance sales representative, conducting life insurance and annuity sales through AWM Insurance Services, Inc. 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, using a disciplined, risk-aware approach that incorporates strategic asset allocation, manager selection, and active and passive strategies across a broad range of asset classes.

Isabel Chudzik is a financial advisor with Cresset Asset Management, LLC in Chicago, IL. She holds a Series 66 designation and has 13 years of industry experience. Prior to joining Cresset Asset Management in 2020, she worked at PagnatoKarp Partners, LLC from 2016 to 2020. 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 both active and passive strategies across multiple asset classes.

Matthew Cooper is a CFP® certified financial advisor with five years of industry experience. He is currently with Cresset Asset Management, LLC and has previously worked at Rockefeller Capital Management, Truist Securities, and Merrill Lynch. Prior to his advisory roles, he was employed at Elsmore Swim Shop and Indiana University Bloomington. 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 both active and passive investments across various asset classes.

Brett Greenspan is a financial advisor at Cresset Asset Management, LLC in Chicago, IL, holding the CFP® and CFA® designations along with Series 66 and Series 63 licenses. He has 13 years of industry experience, including prior roles at Morningstar Investment Services LLC and Fidelity Brokerage 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 with a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and active and passive implementation across various asset classes.

Jack Ablin is a CFA® with eight years of industry experience, currently serving at Cresset Asset Management, LLC. Prior to his current role, he spent 17 years at BMO Harris Bank. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, high-net-worth families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and includes both discretionary and non-discretionary portfolio management, wealth planning, private fund advisory, and family office services.

Kimberly Dubord is a financial advisor at Cresset Asset Management, LLC in Chicago, IL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cresset since 2017, following four years at J.P. Morgan Securities. Cresset Asset Management 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 uses a diversified, asset-allocation-driven approach combining active and passive strategies and employs a structured due-diligence program for manager selection and monitoring.

Christopher Demonte is a CFA® charterholder with 20 years of industry experience. He has been with Cresset Asset Management, LLC since 2018 and previously worked at Neuberger Berman LLC from 2013 to 2017. He holds a Series 66 license and is based in Chicago, IL. 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 that integrates active and passive strategies and includes a structured due diligence program for manager selection and monitoring.

Wonee Janet Dougherty is a CFA® charterholder with 24 years of industry experience. She has been with Cresset Asset Management, LLC since 2018 and previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. 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 focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, utilizing both active and passive strategies alongside third-party managers, supported by a structured due-diligence and monitoring program.

Rachel Clore is a financial advisor at Cresset Asset Management, LLC with a Series 65 designation and experience spanning several roles since 2015, including positions at Wealthspire Advisors LLC, Scott Tucker Solutions, Inc., and multiple law firms. She is based in Chicago, IL. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, and provides services including portfolio management, wealth management, private fund advisory, and family office services.

Dylan Bushelle is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for two years. 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 broad range of asset classes.

Catherine Ward is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets and RSM McGladrey Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for individuals, families, trusts, 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, supported by a structured due-diligence program and a range of advisory and family office services.

Nathan Snodgrass is a financial advisor at Cresset Asset Management, LLC with 27 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Cresset, he worked at Evanston Investments Inc. (dba Evanston Advisors) for 26 years. Outside of his advisory role, Mr. Snodgrass serves as a trustee for a client account, providing administrative and fiduciary services. Cresset Asset Management manages approximately $71.9 billion in client assets and serves 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 and emphasizes thorough manager due diligence and ongoing monitoring.