Jason Mussetter, CFA

Managing Director, Investment Strategy

About Jason

Jason is a Managing Director, Investment Strategy for the Midwest Region, and is based in the Minneapolis office.  Jason is responsible for designing, constructing, and managing customized investment strategies on behalf of Cresset’s clients.  He enjoys working with families and their trusted advisors to successfully execute their estate plans and transfer wealth to future generations in a tax efficient manner.

Before joining Cresset, Jason had worked for Wells Fargo and its predecessor organizations since 2002.  Most recently, Jason was a Vice President, Senior Portfolio Manager with Abbot Downing, where he managed institutional-quality assets for the Minneapolis and Houston multi-family offices.  Prior to Abbot Downing, Jason was a Senior Investment Analyst with Wells Fargo Family Wealth in Palm Beach, FL.  Before that, Jason was an Investment Analyst with Calibre, Wachovia’s multi-family office, and a Portfolio Manager with Evergreen Investments in Charlotte, NC.

Jason earned a Bachelor of Science degree from the University of North Carolina at Chapel Hill and a Master of Business Administration in Finance from the University of North Carolina at Charlotte.  Jason holds the Chartered Financial Analyst designation.  He is a member of the CFA Institute and CFA Society Houston.