Chicago, IL Office

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.

Jovan Brockett is a financial advisor at Cresset Asset Management, LLC in Chicago, holding a Series 65 designation with one year of industry experience. Prior to joining Cresset in 2026, he spent six years at Emory University and four years at Oglethorpe University. Cresset Asset Management manages 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 that integrates strategic asset allocation, manager selection, and a mix of active and passive strategies across multiple asset classes, including alternatives.

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 CFP® professional at Cresset Asset Management, LLC with four years of industry experience. He previously worked at BBR Partners, LLC and Northern Trust Corporation. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investment strategies across various 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.