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Joseph C Park

Cresset Asset Management, LLC

Menlo Park, CA

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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-19
  • CA RA
    APPROVED
    Since 2023-05-19

Branch Locations

2500 Sand Hill Road Suite 110, Menlo Park, CA 94025 • 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
First Republic Wealth Management Menlo Park CA 10/2015 02/2017
Waypoint Wealth Partners San Francisco CA 03/2017 06/2019
First Republic Investment Management, Inc Menlo Park CA 06/2019 04/2023
Cresset Asset Management, Llc Chicago IL 04/2023 Present
  • 10/2015 → 02/2017
    First Republic Wealth Management
    Menlo Park, CA
  • 03/2017 → 06/2019
    Waypoint Wealth Partners
    San Francisco, CA
  • 06/2019 → 04/2023
    First Republic Investment Management, Inc
    Menlo Park, CA
  • 04/2023 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Previous Registrations
  • 2019-07-01 → 2023-05-10
    J.P. Morgan Private Wealth Advisors Llc
    Palo Alto, CA
    Menlo Park, CA
  • 2017-09-01 → 2019-06-10
    Waypoint Wealth Partners
    Mill Valley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-01
  • S65 Uniform Investment Adviser Law Examination
    2017-09-01
Other Names
  • Joe Park
  • Joseph Park

View on SEC IAPD

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