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Garrett Price Birnbaum

Cresset Asset Management, LLC

Reston, VA

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
VA RA APPROVED 2023-09-13
  • VA RA
    APPROVED
    Since 2023-09-13

Branch Locations

1900 Reston Metro Plaza Suite 900, Reston, VA 20190 • 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
Jpmorgan Chase Bank, N.A. Atlanta GA 06/2018 08/2023
Jpmorgan Securities, Llc. Atlanta GA 07/2018 08/2023
Sonoco Products Social Circle GA 01/2017 06/2018
Sonoco Products Winston-Salem NC 07/2015 12/2016
Cresset Asset Management, Llc Chicago IL 09/2023 Present
  • 06/2018 → 08/2023
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 07/2018 → 08/2023
    Jpmorgan Securities, Llc.
    Atlanta, GA
  • 01/2017 → 06/2018
    Sonoco Products
    Social Circle, GA
  • 07/2015 → 12/2016
    Sonoco Products
    Winston-Salem, NC
  • 09/2023 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-14
  • S66 Uniform Combined State Law Examination
    2018-12-14

View on SEC IAPD

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ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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