Our Cresset Team

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

Showing 337–352 of 357 results
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
Ted Werthman

Ted Werthman

Managing Director, Investment Strategy
Kasia White 700x425

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
Robert Woessner

Robert Woessner, CFA, CAIA, FRM

Director, Investment Strategy
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
Edmund Yau

Edmund Yau

Associate, IT Specialist
Melissa Yeoh

Melissa Yeoh

Managing Director, Head of Integrations
Alana Yokoyama

Alana Yokoyama, CFP®

Director, Wealth Advisor
Diane York

Diane York

Director, Private Wealth Client Services