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.”