In this Barron’s Advisor The Way Forward podcast, Cresset Wealth Advisor Wen Nottebohm, CFP® shares her career insights, the importance of mentorship, and what it takes to thrive in the wealth management industry.
To listen to the full podcast, click here.
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About Cresset
Cresset is an independent, award-winning multi-family office and private investment firm with more than $65 billion in assets under management (as of 1/15/2025). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.
https://cressetcapital.com/disclosures/