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Marina Elizabeth Van Steen

Cresset Asset Management, LLC

San Francisco, CA

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_RES 2025-11-05
CA RA APPROVED 2023-09-12
  • TX RA
    APPROVED_RES
    Since 2025-11-05
  • CA RA
    APPROVED
    Since 2023-09-12

Branch Locations

101 California Street Suite 4200, San Francisco, CA 94111 • United States

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
University Of California Davis CA 09/2014 06/2017
University Of California Davis CA 03/2015 06/2017
Sendero Group Llc Davis CA 01/2015 06/2017
Callan Llc San Francisco CA 06/2017 01/2020
Ieq Capital, Llc Foster City CA 01/2020 06/2023
Cresset Asset Management, Llc Chicago IL 09/2023 Present
  • 09/2014 → 06/2017
    University Of California
    Davis, CA
  • 03/2015 → 06/2017
    University Of California
    Davis, CA
  • 01/2015 → 06/2017
    Sendero Group Llc
    Davis, CA
  • 06/2017 → 01/2020
    Callan Llc
    San Francisco, CA
  • 01/2020 → 06/2023
    Ieq Capital, Llc
    Foster City, CA
  • 09/2023 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-23
  • S65 Uniform Investment Adviser Law Examination
    2020-11-23

View on SEC IAPD

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RBC SECURITIES, INC · SAN FRANCISCO, CA
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