Our Cresset Team
Meet the wealth advisors and family office services team dedicated to serving your needs.
Request an IntroductionTeam directory
Showing 321–336 of 338 people
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Brad Weller, J.D.
Executive Managing Director, Chief Fiduciary Officer at The Connable Office
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John Welsh
Managing Director, Wealth Advisor
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Ted Werthman
Managing Director, Investment Strategy
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Kasia White
Associate Director, Private Wealth Client Services
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Chelsea White
Director, Private Wealth Client Services
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Matthew Williams
Associate, Investment Analyst
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Molly Stelmar, CFP®
Director, Wealth Advisor
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Mimi S. Wing
Associate Director, Client Services & Office Manager
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Andrew J. Woolridge, CIMA®
Managing Director, Wealth Advisor
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Jean Wright
Managing Director, Private Wealth Client Services
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Chelsey Yacos
Director
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Melissa Yeoh
Managing Director, Head of Integrations
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Alana Yokoyama, CFP®
Director, Wealth Advisor
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Susan Yum
Director, Private Wealth Client Services
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Timur Zeinapur
Associate Director, Wealth Advisor
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Wanna Zhang
Director, Reporting