Our Cresset Team

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

Mimi Wing

Mimi S. Wing

Associate Director, Client Services & Office Manager
Robert Woessner

Robert Woessner, CFA, CAIA, FRM

Director, Investment Strategy
Andrew Woolridge

Andrew J. Woolridge, CIMA®

Managing Director, Wealth Advisor
Jean Wright

Jean Wright

Managing Director, Private Wealth Client Services
Chelsey Yacos

Chelsey Yacos

Director
Edmund Yau

Edmund Yau

Associate, IT Specialist
Melissa Yeoh

Melissa Yeoh

Managing Director, Head of Integrations
Alana Yokoyama

Alana Yokoyama, CFP®

Associate Director, Wealth Advisor
Diane York

Diane York

Director, Private Wealth Client Services
Barbara Young

Barbara Young

Former Advisory Board Member
Susan Yum

Susan Yum

Director, Private Wealth Client Services
Timur Zeinapur

Timur Zeinapur

Associate Director, Wealth Advisor
Wanna Zhang

Wanna Zhang

Director, Reporting
Sandy Zygmunt

Sandy Zygmunt

Director, Private Wealth Client Services