Our Cresset Team

Meet the wealth advisors and family office services team dedicated to serving your needs.

Julian Turosienski, CFP^®

Associate Director, Wealth Advisor

Marina van Steen

Associate Director, Wealth Advisor

Catherine Vasquez

Associate Director, Private Wealth Client Services

Lillian Vassilatos

Director, Private Wealth Client Services

Griffin Victorson

Associate, Private Wealth Client Services

Camille Vukodinovich CFP^®, ABFP®

Director, Wealth Advisor

Ryan Walker, CFA

Managing Director, Wealth Advisor

Jamie Wall

Director, Private Wealth Client Services

Lori Wallace, MBA

Managing Director, Investments

Bing Wang

Director, Fund Accounting

Catherine Ward

Associate Director, Private Wealth Client Services

Stephen P. Wathen

Managing Director, Client Services

Lauren Watson, CPA, CFP^®, CPWA^®, CEPA

Director, Wealth Advisor

John Wattles

Associate Director, Wealth Advisor

Brad Weller, J.D.

Executive Managing Director, Chief Fiduciary Officer at The Connable Office

Ted Werthman

Managing Director, Investment Strategy

Molly Stelmar

Director, Wealth Advisor

Mimi S. Wing

Associate Director, Client Services & Office Manager

Robert Woessner, CFA, CAIA, FRM

Director, Investment Strategy

Andrew J. Woolridge, CIMA^®

Managing Director, Wealth Advisor

Chelsey Yacos

Edmund Yau

Associate, IT Specialist

Alana Yokoyama, CFP^®

Associate Director, Wealth Advisor

Barbara Young

Former Advisory Board Member

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Cresset refers to Cresset Capital Management, Peakline Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Peakline Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Peakline Partners, LLC, are SEC registered investment advisors.