Cady Troester serves as Director, Trust Services at Cresset. In this role, she is responsible for onboarding new trust relationships, advising on complex questions of trust administration, and serves as a liaison between our trust clients, advisor teams, and trust officers. Cady brings more than a decade of experience in estate and business planning, wealth management, and trust administration for high-net-worth clients. She is passionate about helping clients achieve their goals and cares deeply that they feel understood.
Before joining Cresset, Cady was a Vice President, Managing Director at U.S. Bank, overseeing a team of trust officers in the Midwest region. During that time, she also led strategic technology initiatives including AI utilization, CRM development, and data quality control.
Cady earned a Juris Doctor from the University of Nebraska College of Law with concentrations in estate & business planning and wealth management law. She also holds a Master of Arts in English-professional writing from Northern Arizona University and a Bachelor of Arts in English from Nebraska Wesleyan University. She is a Certified Trust and Fiduciary Advisor and Certified Scrum Product Owner.