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

View more

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

JA
Jill Asrael
Managing Director, Wealth Advisor
Profile Photo
Jack Ablin
Founding Partner and Chief Investment Officer
Profile Photo
Sarah E. Burney
Managing Director, Wealth Advisor
BB
Bill Buchband
Managing Director, Wealth Advisor

You Might Like

JB
Joy Bunzel
Client Services
Sierra Investment Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth