W Dougherty

W Janet Dougherty, CFA, is a Managing Director and Wealth Advisor at Cresset.12 She works with clients to help them reach their family's wealth goals, considering both financial and human capital.1 Prior to joining Cresset, Dougherty spent 15 years at JPMorgan's Private Bank as a Senior Investment Specialist.1

Professional Background

• Current role: Managing Director, Wealth Advisor at Cresset12
• Previous experience: 16 years as a senior investment advisor (likely at JPMorgan)4
• Expertise: Working with corporate executives, private equity, hedge fund, real estate, and proprietary trading professionals on personal investments, as well as private endowments and foundations on institutional assets1

Education and Qualifications

• BA in Chemistry from Barnard College, Columbia University13
• MBA with a concentration in Finance from the University of Chicago, Booth School of Business1
• Holds the Chartered Financial Analyst (CFA) designation1

Achievements and Recognition

Dougherty has been recognized by several prestigious publications:

• 2024 Barron's Top Women Financial Advisors1
• 2022 Barron's Top 1,200 Financial Advisors1
• Forbes Top Women Wealth Advisors Best-In-State for 2023 and 20241
• Forbes Best-in-State Wealth Advisors 2023 and 20241
• Top Wealth Advisor Moms 2019 by Working Mother/SHOOK Research1

Professional Affiliations and Community Involvement

• Member of the CFA Institute and CFA Society Chicago1
• Treasurer on the Board of Directors of the Chicago Children's Advocacy Center1
• Member of the Economic Club of Chicago1

Janet Dougherty lives in Chicago with her husband, daughter, and son.1