Our Team

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.

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.

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.

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.

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.

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

Will is an Associate, Wealth Advisor with Cresset. He understands that operational excellence is vital to a client’s reassurance and strives to provide accurate performance data across a wide array of investment strategies.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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

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.

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

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.