Barbara Young

Barbara Young Email and Phone Number

CEO | Board Director and Advisor | Financial Services Executive, Qualified Financial Expert @ Cresset
Barbara Young's Location
San Francisco, California, United States, United States
Barbara Young's Contact Details

Barbara Young personal email

Barbara Young phone numbers

About Barbara Young

Barbara Young is a seasoned CEO, independent board director and executivewith over 35 years of entrepreneurial and corporate leadership experience. Asa founder of financial services firms and an executive with nationwide andFortune 50 banking institutions, she has extensive knowledge and experience infinance, P&L and cash flow management, audit, compliance, SEC regulation,compensation and governance. Barbara is seeking private or public companyboards that would benefit from this as well as her deep evaluation expertise andunderstanding of growth management, competitive analysis and long-termvaluation metrics.As a serial entrepreneur and 27-year CEO, Barbara built Cypress Wealth Advisorsfrom the ground up to $1.2B AUM and positioned it for its strategic sale andsuccessful integration with the $14.5B AUM investment firm, Cresset, where sheled as Executive Managing Director during her successful earnout. She continuesto serve on Cresset’s Advisory Board, the governing body which providesoversight on strategy, DEI, digital presence, and private alternative investments.Prior to Cypress, Barbara founded and was CEO of Springcreek Corporationwhere, similar to Cypress, she had oversight of governance and the company’sP&L, cash management, compliance, client relations and service delivery. Duringher tenure as CEO of both firms, she oversaw the creation of technologyplatforms, delivering a secure interface for service delivery, clientcommunications, controls, data management and reporting. She also continuedto serve key clients including CEOs and founders of companies across real estate,technology, financial, and food service businesses.Barbara’s started her career with JP Morgan Chase and Wells Fargo Bank, whereshe developed deep insight into the management and structuring of privatecompanies along with the analysis of financial statements and the importance ofunderstanding cash flow, sources and uses. At Wells Fargo, her deepunderstanding of commercial real estate and private companies, led to theformation of the Private Bank. This same understanding laid the foundation forthe entrepreneurial career that followed.

Barbara Young's Current Company Details
Cresset

Cresset

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CEO | Board Director and Advisor | Financial Services Executive, Qualified Financial Expert
Barbara Young Work Experience Details
  • Cresset
    Executive Managing Director & Advisory Board Member
    Cresset May 2019 - Present
    Chicago, Il, Us
    Lead as Executive Managing Director after Cresset Capital’s acquisition of Cypress Wealth Advisors, of which I was CEO for 15 years. Serve as Advisory Board Member for this wealth management firm. Advise board on strategy, D&I, digital presence, and private alternative investments. Also advise CEOs and founders of companies across real estate, technology, financial, and food service businesses on finance, strategy, compliance, and alternative investments (real estate, venture, private equity, hedge funds, energy and more).
  • Aligned Partners (Vc Firm)
    Advisory Board Member
    Aligned Partners (Vc Firm) 2015 - Present
  • Nextwave
    Advisory Board Member
    Nextwave 2004 - Present
  • Cresset Capital
    Partner And Senior Managing Director
    Cresset Capital May 2019 - May 2019
  • Cypress Wealth Advisors
    Chief Executive Officer & Co-Founder
    Cypress Wealth Advisors 2004 - May 2019
    San Francisco, California, Us
    Founded and built this firm from the ground up, leading it to $1.2B AUM, with 15 employees. Served high net worth individuals and families, creating investment strategies and management through both traditional and alternative assets, as well as tax and estate structuring strategies to preserve, maximize and transfer wealth. Also provided financial education, strategic philanthropy and family office services. Oversaw all aspects of the business, from financial and operations to compliance, client relations and service delivery. Advised CEOs and founders of companies across real estate, technology companies, financial companies, food service and advised on finance, strategy, and compliance. Provided deep expertise advising on alternative investments including real estate, venture capital, private equity, hedge funds, energy and more.Led Cypress’s successful exit, merging with Cresset Capital, where I currently serve as Advisory Board Member and Executive Managing Director.
  • Springcreek Advisors, Llc
    President And Chief Executive Officer
    Springcreek Advisors, Llc Dec 1994 - Sep 2004
    Led this integrated financial services firm working with families and foundations, providing investment management, family office services, and impact investing portfolio management. Provided deep expertise advising on alternative investments including real estate, venture, private equity, hedge funds, energy and more.Led the creation of the Springcreek Platform, delivering secure interface for service delivery, client communications, controls, data management and reporting – providing stronger investment returns, financial control, effective long-term wealth transfer, and access to specialized impact investing.During tenure, also served on the board of Balance Sheet Manager, Inc., a loan syndicating company, and Pacific Mariculture, Inc., an abalone farm, advising on strategy and financials.
  • Greylock Partners (Vc)
    Director Board Of Directors
    Greylock Partners (Vc) 1993 - 2004
  • Jpmorgan Chase
    Vice President
    Jpmorgan Chase Oct 1990 - Dec 1994
    New York, Ny, Us
  • Wells Fargo
    Vice President
    Wells Fargo Oct 1977 - Oct 1990
    San Francisco, California, Us

Barbara Young Skills

Investments Asset Management Private Equity Hedge Funds Alternative Investments Valuation Due Diligence Equities Portfolio Management Financial Modeling Mergers And Acquisitions

Barbara Young Education Details

  • Saint Mary'S College Of California
    Saint Mary'S College Of California
    Master Of Business Administration (M.B.A.)
  • University Of Santa Monica
    University Of Santa Monica
    Spiritual Psychology
  • Uc Santa Barbara
    Uc Santa Barbara
    Sociology And Psychology

Frequently Asked Questions about Barbara Young

What company does Barbara Young work for?

Barbara Young works for Cresset

What is Barbara Young's role at the current company?

Barbara Young's current role is CEO | Board Director and Advisor | Financial Services Executive, Qualified Financial Expert.

What is Barbara Young's email address?

Barbara Young's email address is by****@****lth.com

What is Barbara Young's direct phone number?

Barbara Young's direct phone number is +141548*****

What schools did Barbara Young attend?

Barbara Young attended Saint Mary's College Of California, University Of Santa Monica, Uc Santa Barbara.

What skills is Barbara Young known for?

Barbara Young has skills like Investments, Asset Management, Private Equity, Hedge Funds, Alternative Investments, Valuation, Due Diligence, Equities, Portfolio Management, Financial Modeling, Mergers And Acquisitions.

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