Wen Nottebohm, CFP®
Managing Director, Wealth Advisor at Cresset
📍 Atlanta, Georgia, United States
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Experience
14 Years
Current Role
Managing Director, Wealth Advisor
Job Level
Mid-senior
Location
Atlanta, Georgia, United States
Personality Overview
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Priorities
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Strategic Priorities
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Career
Work history
10-2021
Managing Director, Wealth Advisor
Cresset
8-2014 - 9-2021
Wealth Advisor
Berman Capital Advisors, LLC
2-2012 - 8-2012
Analyst
AQR Capital Management
6-2010 - 2-2012
Private Wealth Management Associate
Morgan Stanley
In the press
Media appearances
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Education
B.S.
Massachusetts Institute of Technology
Social presence
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