Michael Mohr, CFA, is Managing Director, Wealth Advisor for Cresset in the greater Atlanta region. Michael has worked with high net worth families, entrepreneurs and not-for-profits for more than three decades, crafting investment strategies that address specific short-term and long-term financial goals. He works closely with Cresset team members to provide comprehensive knowledge and deliver solutions that sustain and enhance client capital. Michael previously held the position of Managing Director, Southeast Region for Wilmington Trust, where he was responsible for leading investment advisory services for high-net-worth clients and managed the firm’s advisors in Georgia. Earlier in his
Michael Mohr
Partner, Managing Director & Wealth Advisor
Cresset
United States, Georgia, Atlanta
About Me
Profile Information
Partner, Managing Director & Wealth Advisor
Cresset
Investment Team,Operations Team
Investor
Multi-Family Office
Atlanta
Georgia
United States
Aug 12, 2024
More profiles to browse
Michael Juettner
Managing Director, Investment Strategy at Cresset
David Mason
Managing Director, Investments
DM
David Mills
Managing Director, Chief Financial Officer, Private Capital
Amy MacLeod
Managing Director, Wealth Advisor
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation