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Robert Woessner

Director, Investment Strategy

Cresset

United States, Georgia, Atlanta

About Me

Robert is a Director of Investment Strategy at Cresset and collects information, performs research, and analyzes assets for potential inclusion in client portfolios. His primary responsibilities include assisting in portfolio asset allocation decisions and manager due diligence, with an interest in macroeconomic indicators and statistical modeling. Prior to Cresset, Robert worked for Berman Capital Advisors as an Investment Analyst. Before that, he spent three years on the Investment Team with Balentine, LLC, in Atlanta, where he focused on investment recommendations for client portfolios, as well as proprietary model creation and maintenance. Prior to Balentine, Robert spent three years

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Profile Information

Director, Investment Strategy

Cresset

Investment Team

Investor

Multi-Family Office

Atlanta

Georgia

United States

Jul 26, 2024

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