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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
| GA | RA | APPROVED | 2021-10-05 |
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 |
|---|---|---|---|---|
| Berman Capital Advisors, Llc | Atlanta | GA | 05/2016 | 10/2021 |
| Cresset Asset Management, Llc | Atlanta | GA | 10/2021 | 04/2026 |
| Cresset Asset Management, Llc | Atlanta | GA | 04/2026 | Present |
AlphiaSights; non-investment related; 350 Madison Ave, 12th Floor, New York, NY 10017; consultant; start date: 01/2024; approximately 1-5 hours per year, some of which may occur during securities trading hours; call/survey completion regarding general market trends and industry products and services.
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