Noel Campbell is a Managing Director, Wealth Advisor for Cresset. She supports entrepreneurs and families in their wealth journey, starting with holistic financial planning that is customized to help them achieve their short- and long-term goals. She focuses on pre/post-transaction planning, trust and estate strategy, tax mitigation solutions, and investment management. As a Wealth Advisor, she serves as the primary point of contact for her clients to provide personalized wealth planning advice and solutions to address their complex needs.
Noel has almost a decade of experience working with high/ultra-high-net-worth individuals, families, and private foundations. She previously worked as a Financial Associate for ICONIQ Capital, serving tech entrepreneurs and Founders, and as a Senior Wealth Associate for 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 holds the CERTFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor certifications. Outside of the office, she enjoys staying active, extreme sports, uncovering restaurant gems in New York City, and exploring different countries as often as she can.