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Our Cresset Team

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Showing 321–336 of 337 results
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
Matthew Williams

Matthew Williams

Associate, Investment Analyst
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
Alana Yokoyama

Alana Yokoyama, CFP®

Director, Wealth Advisor
Susan Yum

Susan Yum

Director, Private Wealth Client Services
Timur Zeinapur

Timur Zeinapur

Associate Director, Wealth Advisor
Wanna Zhang

Wanna Zhang

Director, Reporting
Joe Zidle

Joe Zidle

Executive Managing Director, Chief Market Strategist