Gresham Partners
Finance · Illinois, United States · 51-200 Employees
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Overview
Headquarters
333 W Wacker Dr Ste 700, Chicago, Illino...Phone Number
(312) 327-5020Website
www.greshampartners.comRevenue
$10.2 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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About Gresham Partners
Gresham Partners specializes in investment management and wealth planning, offering a unique and unconventional approach to managing wealth for a select group of clients. The firm focuses on growing wealth while protecting capital, emphasizing the importance of independence and avoiding conflicts of interest. With over 25 years of experience, Gresham provides tailored solutions for complex wealth planning needs, including family office services and trust solutions. Their commitment to easing the burdens of wealth management allows families to focus on their lives while ensuring long-term financial success.Explore more
Gresham Partners Org Chart
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Partner, Chief Human Resources Officer
AP
Partner and Chief Human Resources Officer
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Gresham Partners financials insights
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2020
Debt
$350K
Gresham Partners Tech Stack
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Most Recent Scoops
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Person-Based
Events, Spending/Investment, Artificial Intelligence, Finance, Risk, Podcast
Award
Award, Employee Engagement, Employee Relations, HR Operations
Funding
Gresham Partners has received an SBA PPP loan for $350,000-1 million from Lake Forest Bank & Trust Company.
Funding
Gresham Partners News & Media
Gresham Partners dials up suitors for One Investment Group - AFR
SS&C Technologies and TA Associates are both likely to be in the mix of interested parties once proceedings get under way.Gresham Partners Recognizes Excellence with Three Promotions
CHICAGO--(BUSINESS WIRE)--Gresham Partners, an independent investment and wealth management firm with $10.1 billion in assets under management (AUM)*, is pleased to announce the promotions of Channing Bass, Alexandra Nelson, CFP®, and Michelle Quinn, CFP® to Advisor. “Today, we are thrilled to celebrate the well-earned promotions of three exceptional colleagues—Channing, Alexandra, and Michelle,” said Ted Neild, CEO of Gresham Partners. “Each of them has played a vital role in our firm’s succesGresham Partners Promotes Irene Zhang to Investment Director
CHICAGO--(BUSINESS WIRE)--Gresham Partners promotes Irene Zhang to Investment Director.Gresham Partners Names Stephen Czocher Partner
CHICAGO--(BUSINESS WIRE)--Gresham Partners, LLC (“Gresham”), an independent investment and wealth management firm that manages $9 billion* for select families and family offices, is proud to announce the promotion of Stephen Czocher to Partner. Throughout his 17 years at Gresham, Czocher has served as an Advisor and Manager of Family Office Services, where he demonstrated strong leadership capabilities and exceptional commitment to his clients. In this role, he also developed a robust network o
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Gresham Partners specializes in investment management and wealth planning, offering a unique and unconventional approach to managing wealth for a select group of clients. The firm focuses on growing wealth while protecting capital, emphasizing the importance of independence and avoiding conflicts of interest. With over 25 years of experience, Gresh... Read More
