Noel Campbell is a Managing Director and Wealth Advisor at Cresset. She partners with founders, entrepreneurs and ultra-high-net-worth families to navigate the complexities of wealth. Her approach begins with comprehensive financial planning tailored to each client’s unique goals and circumstances. This evolves into strategic guidance around pre- and post-transaction planning, trust and estate design, tax optimization, risk mitigation, philanthropic strategy, and investment management. Noel leads relationships with a deep understanding of her clients’ priorities and delivers solutions designed to grow and preserve wealth across many generations.
With a decade of experience, Noel brings creativity, energy, and strategic insight to every relationship. Before joining Cresset, she held advisory roles at ICONIQ Capital, where she worked with tech founders and entrepreneurs, and Wetherby Asset Management, serving multi-generational and impact-focused families.
Noel earned her bachelor’s degree in finance and marketing from the University of Washington. She is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Exit Planning Advisor (CEPA).
Outside of work, she enjoys staying active, chasing adventure through extreme sports, discovering hidden culinary gems in New York City, and traveling the world as often as possible.