Karen Sotallaro

Managing Director, Wealth Advisor at Cresset

Role: Managing Director, Wealth Advisor at Cresset
Location: Houston, TX, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Managing Director, Wealth Advisor
Cresset
Mar 2025 — Present · Houston, TX, US

Education

College for Financial Planning
CFP® Certification Professional Education Program
Texas A&M University
B.S., Agricultural Economics
1989 — 1994
Texas A&M University
M.S., Agricultural Economics
1994 — 1996

Skills

Wealth Management Services
Investment Management
Asset Allocation
Financial Services
Investments
Wealth Management
Asset Management
Portfolio Management
Marketing
Strategic Financial Planning
Alternative Investments
High Net Worth Individuals
Management
Project Management
Budgeting
Public Relations
Equities
Financial Analysis
Asset Managment
Financial Planning
Finance
Event Management
Event Planning
Leadership
Customer Service

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@cressetcapital.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Cresset

Financial Services · 569 employees · Founded 2017 · Chicago, Illinois, United States

Cresset is a firm built by clients, for clients. As an independent, award-winning* multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success.   We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.   Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. *Forbes Top RIA Firms (issued 10.2025). Based on data from April of the prior year through March of the award year. Rankings are determined by SHOOK Research using a proprietary methodology that considers qualitative and quantitative factors. Barron's Top 100 RIA Firms (issued 09.2025). Based on data from July of the prior year through June of the award year. Rankings are determined using a proprietary methodology that considers qualitative and quantitative factors. Cresset paid a licensing fee to use the Forbes and Barron's award logos. **Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results. Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries, controlled affiliates, and awards, please see cressetcapital.com/disclosures/

cressetcapital.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Managing Director, Wealth Advisor

Education

College for Financial Planning

Texas A&M University

Texas A&M University

Skills

Find verified contacts for anyone on LinkedIn