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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-14 |
| GA | RA | APPROVED | 2020-03-23 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
3445 Peachtree Road Nw Suite 1400, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cresset Asset Management Llc | Atlanta | GA | 03/2020 | Present |
| Wilmington Trust | Atlanta | GA | 10/2009 | 03/2020 |
1) Archdiocese of Atlanta; investment-related; 20401 Lake Park Dr, SE Smyrna, GA 30080; oversee Catholic Parishes; Chair of the Investment Committee and member of Finance and Compensation committees; Start date: 01/2002; approximately 1-5 hours per month, some of which may occur during securities trading hours; advise Archbishop of Atlanta on general business and finance activities. 2) As of 04/2020, Mr. Mohr serves as trustee for certain client accounts, providing general administrative and fiduciary services. This endeavor is not investment related. Mr. Mohr devotes 1-5 hours per month in this capacity, some of which may occur during securities trading hours.
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