Atlanta, GA Office

Justin Berman is a financial advisor at Cresset Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and previously led Berman Capital Advisors, LLC for 11 years before joining Cresset in 2021. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across individuals, families, trusts, retirement plans, and institutions. 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.

Michael Mohr is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. He previously worked at Wilmington Trust from 2009 to 2020. Outside of his advisory role, Mohr chairs the Investment Committee and serves on the Finance and Advisory Council for the Archdiocese of Atlanta, advising on general business and finance matters. Cresset Asset Management manages approximately $71.9 billion in client assets, offering services to a diverse client base 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 conducts structured due diligence across multiple asset classes.

Jamie Wall is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan for seven years before joining Cresset in 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, high-net-worth families, trusts, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and offers services such as portfolio management, wealth planning, private fund advisory, and family office services.

Suhwan Lee is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Configure Partners Securities, LLC and engagement with Emory University. Outside of his advisory role, he is also involved with Bare Carbon, LLC. 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, offering services including wealth management, portfolio management, and retirement plan consulting with a risk-aware, diversified investment approach.

Savannah Andersen is a CFP® with six years of industry experience currently serving as a financial advisor at Cresset Asset Management, LLC. She previously worked at Berman Capital Advisors, LLC, BioShield, LLC, and Deloitte Consulting. Andersen is based in Atlanta, GA. Cresset Asset Management, LLC manages 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 and conducts structured due diligence for manager selection and ongoing monitoring.

Wenyuan Nottebohm is a CFP® professional with 12 years of industry experience, currently advising at Cresset Asset Management, LLC since 2021. Prior to joining Cresset, Nottebohm worked at Berman Capital Advisors, LLC for seven years. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. Cresset Asset Management manages approximately $78.9 billion in assets and serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes and alternative investments.

Max Ripans is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Cresset, he had brief tenures at Goldman Sachs and Brown Advisory. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets across individuals, high-net-worth clients, and institutional investors. The firm employs a disciplined, risk-aware approach using strategic asset allocation, active and passive management, and a range of alternatives, supported by advanced tools including artificial intelligence and machine learning.

Brendan Hungerford is a CFA® charterholder with nine years of industry experience. He is currently with Cresset Asset Management, LLC in Atlanta, GA, where he has worked since 2022. Prior to joining Cresset, he held roles at Merrill Lynch, LCG Associates, and The AYCO Company/Mercer Allied. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves a diverse range of clients including individuals, high-net-worth clients, trusts, and institutional entities, employing a disciplined, risk-aware investment approach that integrates strategic asset allocation, active and passive management, and a broad spectrum of alternative investments.

Zach Senft is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Rockefeller Capital Management, Wells Fargo, and Berman Capital Advisors. Cresset Asset Management 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 emphasizes diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Rupert Hansford is a CFA® charterholder with two years of industry experience. He is currently an advisor at Cresset Asset Management, LLC and has prior experience at Fleetcor Technologies, Schroders, and Sun Life Capital Management. 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 institutions. The firm employs a diversified, asset-allocation-driven approach utilizing both active and passive strategies, supported by a structured due-diligence program and a range of advisory and private fund services.

Lacey Schoenbachler is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. She holds a Series 65 credential and has worked at Cresset since 2021, following prior roles at Berman Capital Advisors, LLC and Edge Capital Partners LLC. 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 emphasizes diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and utilizing third-party managers as appropriate.

Todd Tautfest is a financial advisor at Cresset Asset Management, LLC with five years of industry experience. He previously worked at Wilmington Trust for eleven years before joining Cresset in 2020. Outside of his advisory role, he is the owner of AXIOM, LLC, an oil and gas mineral company. 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 focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and incorporates a structured due diligence process for manager selection and monitoring.

Elizabeth Chandler is a financial advisor at Cresset Asset Management, LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Outside of her advisory role, she serves as Vice Chair of the Board at Zoo Atlanta and is a member of the Board of Trustees at Atlanta International School. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations, using a diversified, asset-allocation-driven approach that combines active and passive strategies with third-party manager allocations.

Kaitlyn Greco is a financial advisor with Cresset Asset Management, LLC in Atlanta, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC, First Citizens Bank, and Truist Investment Services, Inc. Outside of finance, she has worked in the hospitality and entertainment sectors, including at a restaurant and an indoor trampoline park. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a disciplined, risk-aware approach combining strategic asset allocation with both active and passive management across various asset classes and uses tools such as artificial intelligence and machine learning for research and analysis.

Kelly Downs is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. Prior to joining Cresset, he worked for Berman Capital Advisors, LLC for 10 years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing 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 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 activities.