The Connable Office, A Cresset Company Company Profile, Contacts & Intelligence

Financial ServicesKalamazoo, Michigan, United States25 employees
3 contacts with email or phone data3 with email data3 with phone data
View verified contacts Compare competitors
Employees
25
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts

The Connable Office, A Cresset Company Overview

For 130 years, the Connable Office has served multi-generational families of wealth to help secure their legacy for generations to come. We approach wealth management and planning from a comprehensive perspective that preserves the heritage of the past and protects legacies for the future. Our holistic approach includes investment management, estate planning and trust and estate administration, financial and personal advisory, tax planning and compliance, foundation administration, business and real estate consulting, and individual retirement accounts. In June 2024, the Connable Office was acquired by Cresset.

Headquarters
Kalamazoo, Michigan, United States
Website
connableoffice.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Kalamazoo

The Connable Office, A Cresset Company Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 3 with phone data in the visible sample.

The Connable Office, A Cresset Company People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

K
Ken Larason
Executive Managing Director and Chief Investment Officer at the Connable Office - a Cresset Company
EP
M
Maria Schneider
Contracts, Legal & Executive Administrator, Remote Experienced
M
Mike Segal
EP
A
Anne Fassler
Senior Tax Advisor at the Connable Office, Inc.
EP

The Connable Office, A Cresset Company Workforce Composition

Seniority breakdown across 3 visible profiles.

Executive
1
Senior / Lead
1
Individual contributor
1

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