Heather Katherine Goodman

Current Employers

Employment History

• 05/2023 → Present
  Cresset Asset Management, Llc
  San Francisco, CA
• 03/2007 → 04/2023
  True Capital Management, Llc
  San Francisco, CA

Previous Registrations

• 2007-03-07 → 2023-05-31
  True Capital Management
  San Francisco, CA
• 2002-05-21 → 2007-03-12
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

1) TCRE, LLC; Investment related; 101 California Street Suite 4200, San Francisco, CA 94111; Holding company of investments; Managing member; 50% Owner; 1/1/2011; 2 hours per month; 0 hours during trading hours; Oversee taxes, reporting, and investment decisions. 2) TCMV; investment related; 101 California Street Suite 4200, San Francisco, CA 94111; Holding Company of Investments; Managing Member; 50% Owner; 11/15/2011; 2 hours per month; 0 hours during trading hours; Oversee taxes, reporting, and investment decisions. 3) True Capital Insurances Services LLC; not investment related; 101 California Street Suite 4200, San Francisco, CA 94111; Insurances services; Licensed Insurance Agent; N/A; N/A; 0 hours during trading hours; Insurance services. 4) True Cap Fitness; investment related; 101 California Street Suite 4200, San Francisco, CA 94111; Gym in Spain and Portugal; Managing Member; 3/31/2016; 5-10 per month; 0 hours during trading hours; Oversee taxes, reporting, and strategic decisions. 5) True Equality Fund; investment related; 101 California Street Suite 2900, San Francisco, CA 94111; Venture fund of funds focused on women owned and run companies; Managing Member; 1-5 hours per month; 0 hours during trading hours; Overseeing fundraising and due diligence of the fund.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-15
• S63 Uniform Securities Agent State Law Examination
  2002-04-30