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Inactive

Beatrice Rose Maidman

Cresset Asset Management, LLC

Boston, MA

Chicago, IL

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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-05-09
TX RA APPROVED 2024-04-19
  • MA RA
    APPROVED
    Since 2024-05-09
  • TX RA
    APPROVED
    Since 2024-04-19

Branch Locations

Boston, MA • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • 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 Securities Company, Llc Boston MA 10/2021 04/2024
First Republic Investment Management, Inc. Boston MA 08/2021 04/2024
Boston University School Of Law Boston MA 06/2019 07/2021
Cooley Llp New York NY 10/2017 06/2019
Studying Boston University School Of Law Boston MA 09/2014 05/2017
Boston University School Of Law Boston MA 09/2016 05/2017
Unemployed (Summer) Boston MA 06/2017 10/2017
Jp Morgan Chase Bank, N.A. Boston MA 09/2023 04/2024
Cresset Asset Management, Llc Chicago IL 04/2024 Present
  • 10/2021 → 04/2024
    First Republic Securities Company, Llc
    Boston, MA
  • 08/2021 → 04/2024
    First Republic Investment Management, Inc.
    Boston, MA
  • 06/2019 → 07/2021
    Boston University School Of Law
    Boston, MA
  • 10/2017 → 06/2019
    Cooley Llp
    New York, NY
  • 09/2014 → 05/2017
    Studying Boston University School Of Law
    Boston, MA
  • 09/2016 → 05/2017
    Boston University School Of Law
    Boston, MA
  • 06/2017 → 10/2017
    Unemployed (Summer)
    Boston, MA
  • 09/2023 → 04/2024
    Jp Morgan Chase Bank, N.A.
    Boston, MA
  • 04/2024 → Present
    Chicago, IL
Previous Registrations
  • 2022-02-01 → 2024-04-22
    J.P. Morgan Private Wealth Advisors Llc
    Boston, MA
  • 2023-12-06 → 2024-04-20
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-06
  • S66 Uniform Combined State Law Examination
    2022-01-06
Designations

View on SEC IAPD

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