W. Janet Dougherty, CFA

Partner and Managing Director

About Janet

Janet is a Partner and Managing Director at Cresset Wealth Advisors. At Cresset, she advises clients on optimizing their asset allocation and identifying investment opportunities that allow them to reach their family’s financial goals, both within the context of their overall personal and professional balance sheets. Most recently, she spent 15 years at JPMorgan’s Private Bank as a Senior Investment Specialist working primarily with corporate executives, private equity, hedge fund, real estate and proprietary trading professionals on their personal investments, as well as private endowments and foundations on their institutional assets.

She was a member of JPMorgan’s Private Bank CEO US Advisory Council, a cross-disciplinary team that provided long-term strategies for major initiatives undertaken by the firm. She represented the Midwest in the JPMorgan Asset Management Women’s Investor Ambassador Program. Janet acted as the Midwest media relations representative speaking on behalf of the firm’s investment practice to various news outlets. Prior to JPMorgan, Janet worked at Lehman Brothers’ Investment Banking Division covering clients in the Industrials and the Financial Sponsor space.

Janet received her BA in Chemistry from Barnard College, Columbia University and her MBA with a concentration in Finance from the University of Chicago, Booth School of Business’ full-time program. Janet holds the Chartered Financial Analyst designation. She is a member of the CFA Institute and CFA Society Chicago. Janet serves on the advisory board of the Chicago Children’s Advocacy Center, a front-line responder to reports of sexual and physical abuse of children. She lives in Chicago with her husband, daughter and son.