Our Cresset Team

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

Showing 321–336 of 338 results
Steve Wathen

Stephen P. Wathen

Managing Director, Client Services
Lauren Watson

Lauren Watson, CPA, CFP®, CPWA®, CEPA

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
Ted Werthman

Ted Werthman

Managing Director, Investment Strategy
Kasia White 700x425

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
Robert Woessner

Robert Woessner, CFA, CAIA, FRM

Director, Investment Strategy
Andrew Woolridge

Andrew J. Woolridge, CIMA®

Managing Director, Wealth Advisor
Chelsey Yacos

Chelsey Yacos

Director
Edmund Yau

Edmund Yau

Associate, IT Specialist
Alana Yokoyama

Alana Yokoyama, CFP®

Associate 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