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Cresset Employee Directory

Financial ServicesIllinois, United States501-1000 Employees

Cresset is an independent, client-owned financial services firm that operates as a multi-family office and private investment platform. Its mandate centers on wealth optimization and aligning planning with each client's vision of success through an integrated and intentional advisory approach. The firm provides access to high-caliber talent, ideas, and opportunities typically available to the largest single-family offices and institutions, delivered through a personalized, client-first model. 

Headquartered in Chicago, in the Midwest, Cresset emphasizes enduring relationships and aims to function as a long-term, century-spanning organization. In 2026 the firm announced leadership appointments, including Lucas Huizar as Executive Managing Director and General Counsel.

Find Cresset employees' phone numbers or email addresses

Cresset Global Highlights

Location
Employees

North America
619

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  • United States Of America
    619

Asia
14

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  • Pakistan
    9
  • India
    2
  • Bangladesh
    1
  • Singapore
    1
  • Japan
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

South America
2

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  • Colombia
    1
  • Brazil
    1

Africa
1

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  • South Africa
    1

Cresset's Leadership

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    D. P.
    Chief Executive Officer And Founder
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    D. L.
    Chief Operating Officer
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    T. S.
    President
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    C. M.
    Co-Founder And Co-Chairman
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    D. K.
    Co-Founder And Senior Managing Director
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    D. B.
    Founder
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    D. R.
    Founding Partner And Co-Chairman
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    M. C.
    Partner And Vice President

Cresset Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Administrative
  • Analytics
  • Information Technology
  • Other
  • Marketing
  • Engineering
  • Banking
  • Community & Social Services
  • Entrepreneurship
  • Consultant

Contact profiles from Cresset

Name
Title
Contact
Location
Last Update
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    J. Q.
    Managing Director, Head Of Insurance Advisory
    Jun 18, 2026
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    K. L.
    Managing Director, Head Of Learning And Development
    Dec 09, 2024
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    A. H.
    Managing Director, Wealth Advisor
    Jul 15, 2026
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    A. W.
    Managing Director, Wealth Advisor
    Jun 30, 2026
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    B. B.
    Managing Director, Private Markets
    Jul 23, 2026
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    L. N.
    Director Of Family Office Services
    Apr 13, 2026
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    A. K.
    Director, Tax Services & Automation Operations
    Jul 22, 2026
  • Stylized image of a person
    A. N.
    Managing Director, Wealth Advisor
    May 23, 2026
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    J. S.
    Managing Director
    Jul 01, 2026
  • Stylized image of a person
    J. T.
    Associate Director, Wealth Advisor
    Apr 16, 2026

Frequently Asked Questions

What is Cresset known for?

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Cresset was founded in 2017 operates in the Financial Services industry. Explore Cresset's company overview page for more information.

What is Cresset's most common email format?

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Cresset employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cresset email formats with LeadIQ.

How many employees does Cresset have currently?

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Cresset has approximately 503 employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Cresset's key employees and leadership?

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As of July 2026, Cresset's key employees include:

  • Chief Executive Officer And Founder: D. P.
  • Chief Operating Officer: D. L.
  • President: T. S.
  • Co-Founder And Co-Chairman: C. M.
  • Co-Founder And Senior Managing Director: D. K.

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