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

Robert Woessner
Director, Investment Strategy
Cresset
United States, Georgia, Atlanta
About Me
Profile Information
Director, Investment Strategy
Cresset
Investment Team
Investor
Multi-Family Office
Atlanta
Georgia
United States
Jul 26, 2024
More profiles to browse
Ted Werthman
Managing Director, Investment Strategy
PB
Pat Biladeau
Partner, Market Managing Director & Wealth Advisor
David Mason
Managing Director, Investments
Sarah Simon
Managing Director, Wealth Advisor
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University