Most recently, McEahern was head of wealth planning for Wells Fargo’s private bank. Prior to that he was an attorney in the Denver area. In addition to being a Certified Financial Planner  and a Certified Trust and Financial Advisor, McEahern has been admitted to the Colorado and District of Columbia Bar Associations and is a Registered Investment Advisor Representative. He earned his Masters of Law and Juris Doctor degrees from the University of Denver College of Law; and a Bachelor of Science in Mathematics and Computer Science, as well as Criminal Justice and Criminology, from Metropolitan State University of Denver. 

Terlep is an experienced accounting and financial professional with a focus on tax planning, estate planning and operational planning for ultra-high net worth family offices, family-owned enterprises, private equity and real estate businesses. Previously, he was a senior manager for RSM, where he led family office restructuring efforts to maximize family objectives, governance and tax considerations. Terlep is a Certified Public Accountant and earned a Bachelor of Science in Accountancy from Northern Illinois University.

Alberts will serve the Midwest market, based in Minneapolis. Most recently, he was a director with Abbot Downing of Wells Fargo. In addition to managing client relationships, he is experienced in working with closely-held business owners and addressing wealth transfer planning objectives. He earned a Juris Doctor degree from the University of Iowa College of Law and a Bachelor of Science in Business Administration from Central University of Iowa.

This publication recently interviewed Cresset’s family office head, Michael Cole.