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Our Cresset Team

Meet the wealth advisors and family office services team dedicated to serving your needs.

Showing 289–304 of 304 results
Bradley Weller

Brad Weller, J.D.

Executive Managing Director, Chief Fiduciary Officer at The Connable Office
John Welsh

John Welsh

Managing Director, Wealth Advisor
Chelsea White

Chelsea White

Director, Private Wealth Client Services

Kasia White

Associate Director, Private Wealth Client Services
Molly Williams

Molly Stelmar, CFP®

Director, Wealth Advisor
Mimi Wing

Mimi S. Wing

Associate Director, Client Services & Office Manager
Andrew Woolridge

Andrew J. Woolridge, CIMA®

Managing Director, Wealth Advisor
Jean Wright

Jean Wright

Managing Director, Private Wealth Client Services
Chelsey Yacos

Chelsey Yacos

Director
Melissa Yeoh

Melissa Yeoh

Managing Director, Head of Integrations
Alana Yokoyama

Alana Yokoyama, CFP®

Director, Wealth Advisor
Barbara Young

Barbara Young

Former Advisory Board Member
Susan Yum

Susan Yum

Director, Private Wealth Client Services
Timur Zeinapur

Timur Zeinapur

Associate Director, Wealth Advisor
Wanna Zhang

Wanna Zhang

Director, Reporting
Sandy Zygmunt

Sandy Zygmunt

Director, Private Wealth Client Services