Our Cresset Team

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

Showing 321–336 of 337 results

Lauren Watson, CPA, CFP^®, CPWA^®, CEPA

Director, Wealth Advisor

John Wattles

Associate Director, Wealth Advisor

Brad Weller, J.D.

Executive Managing Director, Chief Fiduciary Officer at The Connable Office

Ted Werthman

Managing Director, Investment Strategy

Kasia White

Associate Director, Private Wealth Client Services

Molly Stelmar, CFP^®

Director, Wealth Advisor

Mimi S. Wing

Associate Director, Client Services & Office Manager

Robert Woessner, CFA, CAIA, FRM

Director, Investment Strategy

Andrew J. Woolridge, CIMA^®

Managing Director, Wealth Advisor

Chelsey Yacos

Edmund Yau

Associate, IT Specialist

Alana Yokoyama, CFP^®

Associate Director, Wealth Advisor

Barbara Young

Former Advisory Board Member

Susan Yum

Director, Private Wealth Client Services

Timur Zeinapur

Associate Director, Wealth Advisor

Wanna Zhang

Director, Reporting