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Cfp® Sophie Lee

Director - Wealth Advisor at Cresset

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CRESSET

CRESSET

  • Employees count Employees 201-500
  • Revenue Revenue 100 Million to 250 Million
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Employees

Sarah Burney

Managing Director, Wealth Advisor

Cfp® Bob Morton

Associate Director, Wealth Advisor

Savannah Andersen

Director, Advisor Practice Management

Oleg Ikhelson

Partner, Managing Director, Head of Tax

Peter Sherlock

Managing Director and Partner

Vanessa Ramich

Managing Director, Wealth Advisor

Nick Clausen

Associate Director, Reporting

Jake Schwinn

Managing Director, Wealth Advisor

Frequently Asked Questions Regarding Cfp® Sophie Lee

Answer: Cfp® Sophie Lee works for Cresset as Director - Wealth Advisor

Answer: Cfp® Sophie Lee’s role in Cresset is Director - Wealth Advisor

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Answer: Cfp® Sophie Lee works in the industry of: Financial Services

Answer: Cfp® Sophie Lee works Cresset located at 444 W Lk St, Chicago, Illinois, 60606, United States

Answer: Cresset's Director - Wealth Advisor is Cfp® Sophie Lee

Answer: Cfp® Sophie Lee contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@cressetcapital.com

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