Barbara Young
Barbara Young is Senior Managing Director and Co-Head of Family Office Services at Cresset Capital. Prior to this, she co-established Cypress Wealth Advisors with the aim to help high net worth individuals and families manage, preserve, and transfer wealth. Young is a respectable wealth management executive with more than 35 years of extensive experience advising individuals, families, and foundations.
Barbara Young Professional Experience / Academic History
Professional Experience
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Senior Managing Director and Co-Head of Family Office Services
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Vice President
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Vice President
Academic History
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BA, Sociology and Psychology
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MA, Spiritual Psychology
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Master of Business Administration (MBA)
- Young began her career at Wells Fargo Bank, where she managed investments, real estate financing, and client relationships.
- She also holds a Certificate of Financial Planning.
- She has appeared as a guest on Real Vision.