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Our Cresset Team

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

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Showing 305–320 of 325 results
Lori Wallace

Lori Wallace, MBA

Managing Director, Investments
Cathy Ward

Catherine Ward

Associate Director, Private Wealth Client Services
Steve Wathen

Stephen P. Wathen

Managing Director, Head of Supervision, Advisory & Client Service
Lauren Watson

Lauren Watson, CFA, CFP®, CPA

Director, Wealth Advisor
John Wattles

John Wattles

Associate Director, Wealth Advisor
Bradley Weller

Brad Weller, J.D.

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

John Welsh

Managing Director, Wealth Advisor
Ted Werthman

Ted Werthman

Managing Director, Investment Strategy
Kasia White

Kasia White

Associate Director, Private Wealth Client Services
Chelsea White

Chelsea White

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