Lars Okeson, CPA is Managing Director, Wealth Advisor, advising Family Office clients on financial planning and investment strategies. Lars is responsible for client portfolio creation, implementation, due diligence and ongoing management. Lars obtains strategic and financial leadership qualities from over 35 years in a broad range of industries, including information technology, software, pharmaceutical, healthcare services and hospitality. He began his career in 1986 as a CPA with Arthur Andersen LLP. His work experience includes tenures in leadership roles at both private and public companies including Fuiz Technologies Inc, Convergence Holdings Corp, IKIMBO Inc, ServerVault Corp, and

Lars Okeson
Managing Director & Family Wealth Advisor
Cresset
United States, Minnesota, Washington
About Me
Profile Information
Managing Director & Family Wealth Advisor
Cresset
Investment Team,Operations Team
Investor
Multi-Family Office
Washington
Minnesota
United States
Jun 4, 2025
More profiles to browse

Charles Maxwell
Co-Founder, Co-Chairman
Amy MacLeod
Managing Director, Wealth Advisor
MS
Maggie Shriver
Director, Private Wealth Client Services
Vimala Snow
Managing Director, Head of Wealth Strategy
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc