Barbara Young

Senior Managing Director & Co-Head of Family Office Services at Cresset Capital

Barbara is a Senior Managing Director with Cresset. Prior to joining the firm, Barbara was Chief Executive Officer, Chief Investment Officer and Founding Principal of Cypress Wealth Advisors. Barbara has extensive financial and investment experience working with individuals, families and foundations. She is responsible for firm management, investments and client relationships. Prior to founding Cypress Wealth Advisors, she was the founding President and Chief Executive Officer of Springcreek Corporation, a wealth advisory firm that managed investment assets for high net worth families. Earlier in her career, she worked at JP Morgan Chase’s Private Bank and Wells Fargo’s Private Bank. Barbara has a Bachelor of Arts degree in Sociology and Psychology from the University of California at Santa Barbara, a Master of Business Administration from St. Mary’s College in Moraga, and a Master of Arts degree in Spiritual Psychology from the University of Santa Monica. She also holds a Certificate of Financial Planning.

Location

San Francisco, United States

Links


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Cresset Capital

Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW, and multi-generational families across the nation.


Industries

Employees

51-200

Links