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Matthew Jon Teich

Cresset Asset Management, LLC

Chicago, IL

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Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-03
WA RA APPROVED 2018-11-13
IL RA APPROVED 2018-02-01
  • TX RA
    APPROVED
    Since 2020-01-03
  • WA RA
    APPROVED
    Since 2018-11-13
  • IL RA
    APPROVED
    Since 2018-02-01

Branch Locations

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Private Bank Chicago IL 04/2015 10/2017
Cresset Asset Management, Llc Chicago IL 10/2017 01/2024
Cresset Asset Management, Llc Chicago IL 01/2024 Present
Previous Registrations
  • 2004-07-12 → 2014-06-02
    Alliancebernstein L.P.
    San Francisco, CA
  • 2003-08-11 → 2004-06-23
    Banc Of America Investment Services, Inc.
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-09
S63 Uniform Securities Agent State Law Examination 2002-03-04
  • S65 Uniform Investment Adviser Law Examination
    2003-08-09
  • S63 Uniform Securities Agent State Law Examination
    2002-03-04
Designations
Other Names
  • Matthew Jon Teich
  • Matthew J. Teich

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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