Noel Campbell, CFP®
Director, Wealth Advisor
Noel Campbell, CFP® is a Director, Wealth Advisor for Cresset. She supports the Cresset Catalyst program, which helps rising CEO Founders and next gen entrepreneurs develop holistic financial plans. As a Wealth Advisor, she serves as the single point of contact for her clients and provides advice and solutions on investment management, tax mitigation strategies, generational wealth transfer, philanthropic giving and more for families with unique needs.
Noel has over half a decade of experience working with high-net-worth and ultra-high-net-worth individuals, families and private foundations to help them explore and align their financial goals with the impact they want to make.
Most recently, Noel worked as a Financial Associate for ICONIQ Capital in the Bay Area, serving ultra-high-net-worth tech entrepreneurs and Founders. Previous to that, Noel was a Senior Wealth Associate for Wetherby Asset Management, working primarily with high-net-worth, multi-generational, impact-focused families.
Noel earned her bachelor’s degree in finance and marketing from the University of Washington, holds the Certified Financial Planner (CFP®) certification and maintains a FINRA Series 65 license. Outside of the office, she enjoys staying active, uncovering restaurant gems in New York City and exploring new countries as often as she can.