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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-17 |
| GA | RA | APPROVED | 2021-11-09 |
Branch Locations
3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan | Atlanta | GA | 11/2014 | 11/2021 |
| Cresset Asset Management, Llc | Atlanta | GA | 11/2021 | Present |
1. Board of Trustees Member; Atlanta International School; 2890 North Fulton Drive, Atlanta GA, 30305; Since 09/01/2015; Investment related; Approximately 2-4 hours per month 2. Vice Chair of the Board; Zoo Atlanta; 800 Cherokee Avenue SE, Atlanta GA 30315; Since 01/01/2010; Investment related; Approximately 2 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-12 |
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