Organizational Chart of Cresset

Cresset Org Chart

cressetcapital.com

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CEO

Kirk Rimer
Move

Co-Chairman

Eric Becker
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Co-Chairman

Justin Berman
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Co-Chairman

Charlie Maxwell
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Co-Chairman

Doug Regan
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Co-Chairman

Avy Stein
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Director

Katherine Archer
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Director

Chelsey Yacos
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CFO

Michael Costabile
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Fund Accounting

B...
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Reporting

W...
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Tax Strategy

R...
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Trading

D...
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CFO Services

M...
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Insurance Advisory

J...
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M&A

W...
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COO & Compliance

Amy Hong
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Corporate Development

A...
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COO, Menlo Park & NYC

J...
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Operations

D...
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East Region

K...
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Staff & Corporate Development

M...
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CEO

S...
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Senior Managing Director

D...
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Co-Head, Sports & Entertainm...

H...
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Co-Head, Sports & Entertainm...

D...
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Connable Office

J...
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COO & Connable Office

T...
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Fiduciary

B...
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Growth

J...
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Client & Office Experience

E...
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Client Advisory Services

J...
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Client Services

S...
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National Strategic Growth

M...
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Investment

M...
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Strategy, Family Office

O...
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Deputy CIO

P...
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Investment & Data Technology

C...
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Investment Operations

H...
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Lifestyle Services

T...
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Operations Family Office

C...
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Family Governance

R...
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Family Governance

W...
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Fixed Income

C...
Move

Family Office Services

V...
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Investment Strategy

T...
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Investments

K...
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Investments

T...
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Investments

A...
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Investments

P...
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Investments

S...
Move

Private Markets

B...
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Investments

D...
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Investments

L...
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HR

M...
Move

HR & Culture

M...
Move

Talent Acquisition

T...
Move

CTO

P...
Move

AI Business Enablement

K...
Move

Information Security

J...
Move

Digital Experience

C...
Move

IT Operations & Infrastructu...

J...
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Legal

B...
Move

Deputy Legal

S...
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Deputy Legal

N...
Move

Investment Strategy

J...
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Investment Strategy

R...
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Strategy

S...
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Institutional Consulting

M...
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Private Wealth

M...

Managing Director @ Cresset Private Wealth
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Private Wealth Client Service

T...
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Business Management

D...
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Integrations

M...
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Strategy & Administration

K...
Move

Cresset Trust Company

A...
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Trust Services

C...
Move

Trust

K...
Move

Mktg Content & Collateral

R...
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Updated Mar 20, 2026
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