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Savannah Andersen

Cresset Asset Management, LLC

Chicago, IL

Atlanta, GA

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Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-10-05
  • GA RA
    APPROVED
    Since 2021-10-05

Branch Locations

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • 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
Berman Capital Advisors, Llc Atlanta GA 12/2018 10/2021
Bioshield, Llc Atlanta GA 11/2017 12/2018
Deloitte Consulting Atlanta GA 02/2015 11/2017
Cresset Asset Management, Llc Atlanta GA 10/2021 08/2022
Cresset Asset Management, Llc Atlanta GA 08/2022 08/2025
Cresset Asset Management, Llc Atlanta GA 08/2025 Present
Previous Registrations
  • 2019-06-03 → 2021-10-19
    Berman Capital Advisors, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-20
  • S65 Uniform Investment Adviser Law Examination
    2019-05-20
Designations

View on SEC IAPD

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