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Lars Okeson Email & Phone Number

Managing Director and Family Wealth Advisor at Cresset
Location: Washington DC-Baltimore Area, United States, United States 7 work roles 1 school
1 work email found @cressetcapital.com 3 phones found area 212, 703, and 715 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email l****@cressetcapital.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cresset
Role
Managing Director and Family Wealth Advisor
Location
Washington DC-Baltimore Area, United States, United States
Company size
442 employees

Who is Lars Okeson? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Lars Okeson is listed as Managing Director and Family Wealth Advisor at Cresset, a company with 442 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at cressetcapital.com, phone signal with area code 212, 703, 715, and a matched LinkedIn profile for Lars Okeson.

Lars Okeson previously worked as Managing Director & Family Wealth Advisor at Cresset and Vice President & Financial Advisor at Bernstein Private Wealth Management. Lars Okeson holds Bba, Accounting from William & Mary.

Company email context

Email format at Cresset

This section adds company-level context without repeating Lars Okeson's masked contact details.

{first_initial}{last}@cressetcapital.com
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AeroLeads found 1 current-domain work email signal for Lars Okeson. Compare company email patterns before reaching out.

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Profile bio

About Lars Okeson

Specialties: CPA

Listed skills include Mergers, Due Diligence, Venture Capital, Ipo, and 18 others.

Current workplace

Lars Okeson's current company

Company context helps verify the profile and gives searchers a useful next step.

Cresset
Cresset
Managing Director and Family Wealth Advisor
Washington, DC, US
Website
cressetcapital.com
Employees
442
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Company profile
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7 roles · 32 years

Lars Okeson work experience

A career timeline built from the work history available for this profile.

Managing Director And Family Wealth Advisor

Cresset

Washington, DC, US

Managing Director & Family Wealth Advisor

Current
Cresset

Reston, VA

Lars Okeson is a Managing Director & Family Wealth Advisor at Cresset, advising Family Office clients on financial planning, estate and tax planning, and investment strategies. Lars came to Cresset with the PagnatoKarp acquisition.Lars obtains strategic and financial leadership qualities from over 35 years in a broad range of industries, including IT.

Mar 2016 - Present

Vice President & Financial Advisor

Bernstein Private Wealth Management

Washington D.C. Metro Area

Advises high-net-worth individuals and institutions regarding investment strategies and, in conjunction with the Wealth Management Group, works closely with clients and their professional advisors on a wide range of investment matters.Capabilities include among others: Asset allocation advice, Risk management, Tax planning, Retirement planning.

Jan 2012 - Feb 2016

Executive Vice President And Cfo

Revolution Llc

Washington, DC

Lars was Executive Vice President and CFO of Revolution LLC, a private equity firm, and also CFO of certain of the firm's portfolio companies.

Jan 2007 - Dec 2011

Senior Manager, M&A

Arthur Andersen
1999 - 2001 ~2 yrs

Chief Accounting Officer/Corporate Controller

Fuisz Technologies
1994 - 1999 ~5 yrs
Team & coworkers

Colleagues at Cresset

Other employees you can reach at cressetcapital.com. View company contacts for 442 employees →

MF Marina Fahmy Marina Fahmy Colleague at Cresset Atlanta Metropolitan Area, United States View → ML Megan Lepman, Cfp®, Ricp® Megan Lepman, Cfp®, Ricp® Colleague at Cresset Chicago, Illinois, United States, United States View → KM Kevin Mcguire Kevin Mcguire Colleague at Cresset Denver, Colorado, United States, United States View → AS Aashka Singh, Cfp® Aashka Singh, Cfp® Colleague at Cresset Austin, Texas, United States, United States View → BW Brandon Williams Brandon Williams Colleague at Cresset Houston, Texas, United States, United States View → NC Nick Clausen Nick Clausen Colleague at Cresset Arlington, Virginia, United States, United States View → AP Andy Preisendanz Andy Preisendanz Colleague at Cresset Purcellville, Virginia, United States, United States View → PR Patrick Regan Patrick Regan Colleague at Cresset Hopkins, Minnesota, United States, United States View → LR Lisa Rickman Lisa Rickman Colleague at Cresset Greater Minneapolis-St. Paul Area, United States View → AB Andrew Buchner Andrew Buchner Colleague at Cresset Reston, Virginia, United States, United States View →
1 education record

Lars Okeson education

FAQ

Frequently asked questions about Lars Okeson

Quick answers generated from the profile data available on this page.

What company does Lars Okeson work for?

Lars Okeson works for Cresset.

What is Lars Okeson's role at Cresset?

Lars Okeson is listed as Managing Director and Family Wealth Advisor at Cresset.

What is Lars Okeson's email address?

AeroLeads has found 1 work email signal at @cressetcapital.com for Lars Okeson at Cresset.

What is Lars Okeson's phone number?

AeroLeads has found 3 phone signal(s) with area code 212, 703, 715 for Lars Okeson at Cresset.

Where is Lars Okeson based?

Lars Okeson is based in Washington DC-Baltimore Area, United States, United States while working with Cresset.

What companies has Lars Okeson worked for?

Lars Okeson has worked for Cresset, Bernstein Private Wealth Management, Revolution Llc, Servervault, and Arthur Andersen.

Who are Lars Okeson's colleagues at Cresset?

Lars Okeson's colleagues at Cresset include Marina Fahmy, Megan Lepman, Cfp®, Ricp®, Kevin Mcguire, Aashka Singh, Cfp®, and Brandon Williams.

How can I contact Lars Okeson?

You can use AeroLeads to view verified contact signals for Lars Okeson at Cresset, including work email, phone, and LinkedIn data when available.

What schools did Lars Okeson attend?

Lars Okeson holds Bba, Accounting from William & Mary.

What skills is Lars Okeson known for?

Lars Okeson is listed with skills including Mergers, Due Diligence, Venture Capital, Ipo, Sec Filings, Financial Reporting, Internal Controls, and Corporate Development.

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