Corey Kelly is a financial advisor at Cresset Asset Management, LLC in Los Angeles, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Cresset, he worked at TRUE Capital Management and has held roles at several other firms including Creative Artist Agency and Madison + Vine. 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 risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Franklin Starz is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC, California Bank & Trust, Boot Barn, Big Sky Resort, Chapman University, and MountainScapes. 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.

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.

Jon Carrier is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked with the Los Angeles Rams and the National Football League. 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, offering services such as wealth management, financial planning, and discretionary portfolio management with a disciplined, risk-aware approach that incorporates active and passive strategies across multiple asset classes.