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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

Jake Schwinn

Managing Director, Wealth Advisor

Heather Ramsey

Director, Investment Operations

Chad Recht

Director, Investment Solutions Lead

Kate Banwell

Associate, Private Wealth Client Services

Peter Sherlock

Managing Director and Partner

Steve Wathen

Managing Director, Client Service

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's business email address is s****@cressetcapital.com

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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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