Barb Quasius, CPA, MBA
Managing Director, Wealth Advisor
Barb Quasius serves as a Managing Director, Wealth Advisor at Cresset, responsible for providing customized and comprehensive financial solutions to ultra-high-net-worth clients and their families.
Barb has a passion for positively impacting both the financial and family capital in her work as a trusted advisor to families for more than 25 years.
As a former executive to a prominent family office and global investment holding company, Barb shines in managing across a family’s full financial landscape, while also preparing the next generation for stewarding the wealth.
Her steady leadership and care in attending to all facets of wealth is rewarding as families carry forth their legacy.
From Kohler to Naples and beyond, Barb is thrilled to have joined the Naples team in serving great families and individuals.
Barb earned an MBA with an investing and entrepreneurship focus from Marquette University and a bachelor’s degree as a full academic scholar from Lakeland University in accounting, international business, and Spanish. She is a Certified Public Accountant.
Work Experience
Meristem
Senior Lead Client Advisor, 2021 – present
Windway Capital Corp – A Kohler Family Global Investment Office
Family Office Executive, CFO and Board Member, 1993-2020
Investment oversight of direct, traditional, and alternative investments
Developed and sold a global marine and technology operating company portfolio
Established a family office platform for family governance, education, philanthropy, and legacy planning empowering good stewards for generations to come
Education
Marquette University
MBA, Investing and Entrepreneurship Focus, 2000
Lakeland University
Accounting, International Business and Spanish, Full academic scholar, 1993
Universidad Internacional
Spanish Langage Immersion, 1992
Professional Designations
CPA, 1996