Who We Are

Berman | Cresset is an SEC-registered independent investment advisor. We are deeply experienced and independent, focused solely on helping to enrich your life each and every day.

We combine sophisticated service, true creativity and objective advice of an experienced, boutique firm with extensive knowledge and resources to provide holistic wealth management and investment consulting.

We pride ourselves on being connectors and well-connected, bringing you exclusive access to experts not only in markets and finance, but also in community, business, health and wellness, and more.

A unique team to fit your distinct needs

We carefully build the right team to fit each individual client—looking deep into our firm and our exclusive Berman | Cresset Network to identify the mix of expertise and experience we believe will best meet your unique needs.

Leadership

Justin Berman

Co-Founder and Co-Chairman

Justin sets the vision for Berman | Cresset. He leads by example and enjoys helping clients and their families to get the most from their assets for generations to come.

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David Fisher

Executive Managing Director

David focuses on building a highly collaborative team and culture, along with the systems and infrastructure needed to deliver an exceptional experience for our clients and associates.

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Jill Asrael, CPA

Managing Director, Wealth Advisor

With her 20 years of experience in the family office space, Jill can help your family navigate the planning and decisions that come with wealth, to bring you peace of mind and help you live a life that is rich in every way.

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Kelly Downs, CFP®

Managing Director, Operations

Kelly drives the firm to achieve organizational and performance excellence by creating a seamless experience for clients, that is also manageable and effective for our team, helping them be equipped to anticipate client needs and respond effectively to client requests and concerns.

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Eric Becker

Eric Becker

Founder and Co-Chairman, Cresset

In addition to serving on the firm’s leadership team, Eric Becker provides deep expertise to founders, entrepreneurs, private equity partners, and ultra-high net worth families.

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Avy Stein

Avy Stein

Founder and Co-Chairman, Cresset

Longtime business innovator and entrepreneur, Avy Stein leads the expansion of our multi-family office to help deliver a new paradigm for wealth management.

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Wealth Advisors

Savannah Andersen, CFP®

Associate Director, Wealth Advisor

From the most complex problems to the smallest tasks, Savannah is always there to make sure her clients have an attentive and trusted financial partner. Savannah simplifies her clients’ financial lives so they can focus on the people and experiences that matter most.

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Jill Asrael, CPA

Managing Director, Wealth Advisor

With her 20 years of experience in the family office space, Jill can help your family navigate the planning and decisions that come with wealth, to bring you peace of mind and help you live a life that is rich in every way.

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Serina Awadalla, CFP®

Associate Director, Wealth Advisor

Serina will always take the time to listen and understand your financial goals so you can rest assured you have a trustworthy and reliable advocate on your side. Serina’s goal is to make sure her clients have financial peace of mind.

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Justin Berman

Co-Founder and Co-Chairman

Justin sets the vision for Berman | Cresset. He leads by example and enjoys helping clients and their families to get the most from their assets for generations to come.

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Josh Hoffman

Associate Director, Wealth Advisor

Josh works with the team of Wealth Advisors to bring clients financial guidance that maximizes their peace of mind. He helps clients navigate a complex investment landscape to preserve and grow their wealth so they have the freedom and flexibility to spend time on the activities they enjoy with the people they love. 

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Parker Mitchell, CFA, CFP®

Managing Director, Wealth Advisor

Parker makes complicated financial matters easy for his clients so they can make well informed financial decisions that help them reach their goals. Ultimately Parker wants his clients to be able to find joy in their prosperity.

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Bob Morton III, CIMA®

Associate Director, Wealth Advisor

Bob is a trusted advisor with a strategic view for the long term. He strives to preserve and grow clients’ legacies so they can have a financial peace of mind and focus on what matters most.

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Wen Nottebohm, CFP®

Wealth Advisor

Wen helps clients protect and grow their legacy in order to have a bigger impact on what is most important to them. She is a problem solver who strives to be her clients’ first call on all issues that matter to them.

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Ryan Walker, CFA

Director, Wealth Advisor

Ryan is a trusted advisor for clients who can guide clients through the esoteric world of financial markets with confidence. At the end of day, Ryan knows it is important for clients to be able to enjoy their wealth, and it only comes from a sound belief in their investment approach. Being an ardent student of capital markets, Ryan’s clients have the peace of mind that their wealth is being stewarded thoughtfully.

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Whitney Warmack, CFP®

Director, Wealth Advisor

As a Wealth Advisor, Whitney asks the right questions to help clients find clarity around their goals. She strives to be a trusted resource so clients can focus on what matters most to them.

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Joseph Zaccardi

Joseph Zaccardi, CFA

Director, Wealth Advisor

Joe helps clients build portfolios that are resilient to ever changing markets in order achieve their long-term goals.

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Investment Research

Ted Werthman

Managing Director, Investment Strategy

As a senior member of the investment team, Ted focuses on sourcing and vetting investment managers with a particular emphasis on equity managers and strategies. In addition, Ted oversees Berman | Cresset’s hedge fund efforts.

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Lauren West, CFA, CAIA

Director of Investment Operations

As Director of Operations, Lauren is responsible for due diligence on prospective investment managers and continuously monitoring existing investments. Her sharp attention to detail and passion for perfection often position her leading the charge on team initiatives and organization.

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Robert Woessner, CFA, CAIA, FRM

Director, Investment Strategy

As a member of the Research team, Robert collects information, performs research, and analyzes assets for potential inclusion in client portfolios. His primary responsibilities include assisting in portfolio asset allocation decisions and manager due diligence with an interest in macroeconomic indicators and statistical modeling to aid in achieving client goals.

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David Zisek

David Zisek

Associate, Investment Strategy

David assists with investment and operational manager due diligence and selection as well as portfolio construction and asset allocation decisions.

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Client Services

Marina Fahny

Marina Fahmy

Associate, Private Wealth Client Service

Marina devotes her time to ensuring client’s operational requests are efficiently accomplished.

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Caragh Kloiber

Director, Private Wealth Client Service

Caragh focuses on handing the day to day functional needs within client portfolios as well as the intricate moving parts of the family office detail management.

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Robbie Leis

Associate, Private Wealth Client Service

Robbie focuses on making sure our client’s operational matters are handled with care.

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Jeanne Leon

Director, Operations

Jeanne focuses on making sure our client’s transition to Berman | Cresset is seamless.

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Eleanor Littlefield

Associate Director, Operations

With years of knowledge gained in the private alternative investment industry, Eleanor helps to ensure our clients experience a smooth investment process from document execution to wiring capital. Eleanor builds strong rapport with our investment managers and communicates with them to provide our team further guidance on fund operations, events and procedures.

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John Sheffield

Associate Director, Private Wealth Client Service

John strives to be a trusted contact for clients and assist them in any of their financial endeavors or needs. He takes pride in providing efficient, accurate and personalized service for all clients.

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Lacey Schoenbachler

Associate Director, Operations

Lacey’s utilizes her years of experience to ensure the Client Service Team has the resources and support needed to provide Berman | Cresset clients with exceptional client service. Lacey also works in tandem with the team, assisting with client needs, improving efficiencies, and jumping in on cross functional projects within the firm.

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Jilian Tobaben

Jilian Tobaben

Associate, Private Wealth Client Service

Jilian has a constant drive to learn more. Her purpose and mission is to make sure to listen to her client’s needs and execute in the best way she knows how.

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Michelle Trivers

Michelle Trivers

Director, Private Wealth Client Service

Prior to joining the firm, Michelle was an Associate Vice President Senior Client Service Associate at Rockefeller Capital Management and spent several years as a client service associate at Morgan Stanley.

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Business Operations

Will Acuff

Will Acuff

Associate, Reporting

As a member of the Investment Reporting team, Will understands that operational excellence is vital to a client’s peace of mind. Will strives to serve clients by providing accurate performance data across a wide array of investment strategies.

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Ginny Adcock

Associate, Executive Assistant

As an Executive Assistant, Ginny provides support to the CEO and other employees of the firm to contribute to the efficiency of Berman | Cresset.

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Shae Amerson

Director, Reporting

With several years of operational experience in her career, Shae brings a lot of insightful knowledge and skills to you and your family’s financial wishes. She has a vast understanding when it comes to meeting client’s viable needs and her constant strive for exceptional accuracy will certainly benefit when it comes to the output of data you will receive from our performance provider.

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Colton Barron

Colton Barron

Associate, Reporting

Colton grew up in Saint Paul, Minnesota gained an interest in finance at young age and started a few small businesses of his own as a child.

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Stephanie Effron

Associate Director, Operations

With 25 years of public accounting and family office experience under her belt, Stephanie can help you with all your accounting needs. From bookkeeping, to tax filings, to payroll and benefits, Stephanie can help your family office run smoothly.

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Heather Ramsey, CFA

Director, Reporting

As a manager on the Investment Reporting Team, Heather focuses on ensuring that our Black Diamond reporting system always reflects accurate and timely consolidated performance data for our clients.

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Zach Senft

Zach Senft

Associate Director, Reporting

As a member of the reporting team, Zach oversees trading to provide timely execution. He also aims to ensure that the reporting platform reflects accurate investment manager and performance data.

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Board of Advisors

Mitesh Shah

Founder and Managing Principal, Noble Investment Group, Atlanta, GA

Ronnie Goldman

Managing Director, Croft & Bender, Atlanta, GA

Gary Kay

Managing Member, Masters Research Partners, LLC, Delray Beach, FL

Wendell Reilly

Managing Partner, Grapevine Partners