Patrick Duffy Dunton

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

• 09/2013 → 10/2018
  Jpmorgan Chase Bank Na
  Chicago, IL
• 10/2018 → 06/2022
  Cresset Asset Management, Llc
  Chicago, IL
• 06/2022 → 07/2024
  Cresset Asset Management, Llc
  Chicago, IL
• 07/2024 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-12-16
• S63 Uniform Securities Agent State Law Examination
  2010-07-20

Designations

• Certified Financial Planner