Amy MacLeod - Email & Phone Number

Managing Director, Wealth Advisor at Cresset

Amy MacLeod is based out of Santa Barbara, California, United States and works at Cresset as Managing Director, Wealth Advisor.

Amy MacLeod's Contact Information

Amy MacLeod's Work email

a*****@cresse***.com

Valid

Latest update

November 1, 2025

Location

Santa Barbara, California, United States

Amy's current employer

Cresset

Description

Welcome! Berman Capital Management is now Cresset Family Office. You have been redirected to the Cresset Capital website.

Website

cressetcapital.com

HQ Location

Chicago, IL, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about Cresset

Frequent questions about Amy MacLeod

What company is Amy MacLeod working for?

Amy MacLeod works for Cresset.

What is Amy MacLeod's function at Cresset?

Amy MacLeod is Managing Director, Wealth Advisor at Cresset.

Where is Amy MacLeod based?

Amy MacLeod is based out of Santa Barbara, California, United States.

What is Amy MacLeod's work email address?

Amy MacLeod's professional email address is a*****@cresse***.com

Who are Amy MacLeod's co-workers?

Amy MacLeod's colleagues are Charles Maxwell, Douglas Regan, Tara Johnson, Beth Hangren, Liz Nesvold, Katherine Dumont, Avy Stein, April Neuhaus, Paul Pagnato, Patrick Canning, Oliver Rose, Sara Johanneson, Beth Benoit, Leah Sargent, Madison Nervig, Paulina Soltys, Lauren Dietz, Matthew Gaines, Christopher DeMonte, Andy Preisendanz, Nick Clausen, Wanna Zhang, Andrew Woolridge, Beth Chandler, Suzanne Babin, Stuart Birdt, Dominic DeRose, Michael Costabile, Tammy Prim, Jake Bond, Cherry Cheng, Joseph Falchek, Kristiana Sullivan, Lynn Mathre, Patricia Basan.

Amy's co-workers

Charles Maxwell

Co-Founder, Co-Chairman

Douglas Regan

Founding Partner & Co-Chairman

Tara Johnson

Executive Assistant to Founder and Co-Chairman

Beth Hangren

Executive Assistant to Co-Chairman and Chief Investment Officer

Liz Nesvold

President

Katherine Dumont

Executive Assistant to Founder and Co-Chairman

Avy Stein

Founder & Chairman

April Neuhaus

Executive Assistant to the Co-Chairman & Founder

Paul Pagnato

Co-Chairman & Chief Visionary Officer

Patrick Canning

Vice Chairman

Oliver Rose

Founder of Cresset Catalyst

Sara Johanneson

Office Coordinator

Beth Benoit

Associate, Office Coordinator

Leah Sargent

Associate Director, Digital Experience Coordinator

Madison Nervig

Associate, First Impressions and Office Coordinator

Paulina Soltys

Office Experience Coordinator

Lauren Dietz

Events Coordinator

Matthew Gaines

Managing Director, CFO Services

Christopher DeMonte

Partner, Managing Director & Wealth Advisor

Andy Preisendanz

Associate Director

Nick Clausen

Associate Director, Reporting

Wanna Zhang

Director

Andrew Woolridge

Managing Director, Wealth Advisor

Beth Chandler

Managing Director, Wealth Advisor

Suzanne Babin

Director, Reporting & Operational Due Diligence

Stuart Birdt

Managing Director, Wealth Advisor

Dominic DeRose

Managing Director

Michael Costabile

EXECUTIVE MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER - CRESSET CAPITAL MANAGEMENT

Tammy Prim

Associate Director, Private Wealth Client Services

Jake Bond

Managing Director

Cherry Cheng

Director, Tax Services

Joseph Falchek

Director | Wealth Planner at Cresset Capital

Kristiana Sullivan

Associate Director, Client Experience

Lynn Mathre

Market Managing Director & Wealth Advisor

Patricia Basan

Director—Accounting Manager

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