William Mark Buchband

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

• 10/2008 → 12/2017
  J.P. Morgan Securities, Llc
  Northbrook, IL
• 12/2017 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2008-10-01 → 2012-05-15
  J.P. Morgan Securities Llc
  Winnetka, IL
  Chicago, IL
• 2007-08-09 → 2008-10-01
  J.P. Morgan Securities Inc.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2007-08-08
• S63 Uniform Securities Agent State Law Examination
  1997-12-17

Designations

• Chartered Financial Analyst

Other Names

• Bill Buchband