Our Cresset Team

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

Cady Troester, J.D., CTFA

Director, Trust Services

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

Angela Venuti

Associate, Private Wealth Client Services

Griffin Victorson

Associate, Private Wealth Client Services

Camille Vukodinovich CFP^®, ABFP®

Director, Wealth Advisor

Kelly Wagman

Director, AI Business Enablement

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

Kasia White

Associate Director, Private Wealth Client Services

Molly Stelmar, CFP^®

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