Whitney Webb

Whitney Webb is an experienced professional in the field of financial education and next-generation engagement. She currently serves as the Managing Director of Governance and Education at Cresset, a position she has held since January 2019.12 In this role, she helps prepare families for wealth transfer and works with multi-generational families on governance, effective communication, philanthropy, and financial and entrepreneurial education.2

Career Highlights

Whitney's career in family wealth education spans over a decade. Some of her notable positions include:

• Founder of Launch Generation (2017-present): Produces experiential summer programs for teens focused on entrepreneurship, leadership, and financial independence.1
• Founder of Launch Education LLC (2016-2018): Provided financial education for families and consulted with financial institutions on implementing financial education.1
• Director of Operations at Independent Means Inc. (2012-2015): Managed operations of a global education and consulting company focused on financial education for Ultra High Net Worth families.12

Education and Early Career

Whitney graduated from the University of Florida with a Bachelor of Arts in Business Administration.1 She began her career at Porter Orlin hedge fund in New York City, where she performed investment research for the managing director.2

Additional Experience

• Kiva Fellow in Kigali, Rwanda (2011-2012): Supported microfinance organizations and conducted market assessments.1
• Led volunteer educational programs, including financial literacy training in Cambodia and Rwanda.23

Recognition and Involvement

Whitney is actively involved in various organizations and has received recognition for her work:

• Trustee for the Ruth and Hal Launder's charitable trust
• Co-chair of the Nexus Working Group on Family Prosperity
• Partner at Social Venture Partners
• Received a 2022 Young Professionals Award from THE FAMILY WEALTH ALLIANCE2

Whitney Webb is known for her expertise in family governance, financial literacy, and next-generation engagement. She has been a speaker and panelist for various organizations, including FOX, Tiger 21, Youth Philanthropy Connect, Hawaii Tax Institute, and the Exit Planning Institute.2