- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Sheri Bullard
- Brad Coppel
- Kevin Cuff
- Dwight Davenport
- Jason Edelson
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Lucas W. Hodge
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Stephen Jacobson
- Edward Karppi
- Leo J. Kelly III
- Kathryn Kelly
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Taylor O’Hara
- Matthew Pietzak
- Avery A. Prkna
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Michele Welsh
- Andrew Wright
- Kelly Wright
Kai Kressman
Family Office Client Services Specialist
As a Family Office Client Services Specialist for our Verdence/Family division, Kai assists clients and families in navigating the complexities of bookkeeping, bill pay, and financial reporting. Kai earned a Business Administration degree from Towson University with a concentration in Finance. Kai was formerly a Business Management and Acquisitions Intern at NSA, where he obtained Top Secret/SCI SI/TK clearance with Full Scope Polygraph and SBI. He also served as a Wealth Management Intern with Morgan Stanley. In college, Kai earned the position of Vice President of the Delta Sigma Phi fraternity and was a member of the Towson University Soccer club.
Get to Know Kai!
If I were not a financial professional, what would I be?
“A lawyer.”
Hobbies I wish I had more time for:
“International travel and learning a new language.”
The three words that best describe me are:
“Hardworking, committed, and ambitious.”
