Anne Novak — Managing Director and Vice President, Cresset Trust Company · Cresset

Reach Anne directly.

1 verified contact method on file — work email. Masked until you unlock.

Emailan•••••••@•••••.••

Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

Or explore more contacts in this database — from 60 credits.

I work with high-net-worth and ultra-high-net-worth individuals and families who want clarity, confidence, and coordination around their financial lives.

With over 25 years of experience in wealth management, trust services, and financial advisory, I help clients navigate complex financial decisions through comprehensive wealth planning, investment strategy, trust and fiduciary services, and multi-generational planning. My role is to simplify complexity, anticipate challenges, and design thoughtful solutions aligned with long-term goals.

At Cresset, I partner closely with clients, their families, and professional advisors to deliver customized, integrated solutions, often during pivotal moments such as liquidity events, transitions, or evolving family priorities. My background in public accounting and tax allows me to bring both technical depth and practical, real-world perspective.

I’m known for building long-term relationships grounded in trust, transparency, and proactive guidance, helping clients make informed decisions today while positioning them well for the future.

Areas of focus: • Comprehensive wealth planning and strategy • Investment management • Trust administration strategy and portfolio management • Multi-generational and legacy planning