Beth Otero

Associate Director, Private Wealth Client Services

Beth Otero is an Associate Director, Private Wealth Client Services at Cresset. Throughout her years in the financial services industry, Beth has successfully developed and maintained relationships with her clients by providing them with personalized service.

Prior to joining Cresset, Beth spent five years as Director, Client Services, for a Chicago financial planning firm working specifically with retiring clients. Her primary skills are client service operations and discovering ways to improve procedural inefficiencies.

Beth received a Bachelor of Arts degree in political science from Roosevelt University. She earned a Juris Doctor from Loyola University Chicago School of Law. She holds a Financial Paraplanner Qualified Professional (FPQP) certificate from the College for Financial Planning.

Beth lives in Chicago and enjoys traveling, taking photographs, and trying new restaurants.

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