Lars Gunnar Okeson

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 06/2020
  Pagnato Karp Partners, Llc
  Reston, VA
• 06/2020 → Present
  Cresset Asset Management, Llc
  Reston, VA

Previous Registrations

• 2016-06-06 → 2020-06-16
  Pagnatokarp Partners, Llc
  Reston, VA
• 2016-02-17 → 2016-06-07
  Hightower Advisors, Llc
  Reston, VA
• 2012-07-26 → 2016-02-12
  Alliancebernstein L.P.
  Washington, DC
• 2013-02-26 → 2013-04-08
  Sanford C. Bernstein & Co., Llc
  Washington, DC

Other Businesses

1) College of William & Mary's Raymond A. Mason School of Business accounting board. Not investment Related. Williamsburg, VA.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-04