CoverProfile

Lars Okeson

Managing Director & Family Wealth Advisor

Cresset

United States, Minnesota, Washington

About Me

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

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Profile Information

Managing Director & Family Wealth Advisor

Cresset

Investment Team,Operations Team

Investor

Multi-Family Office

Washington

Minnesota

United States

Jun 4, 2025

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