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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
| FL | RA | APPROVED | 2024-03-25 |
| CO | RA | APPROVED | 2022-11-15 |
| IL | RA | APPROVED | 2022-11-15 |
Branch Locations
525 Okeechobee Blvd Suite 1600, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pricewaterhousecoopers | Denver | CO | 07/2021 | 04/2022 |
| Pricewaterhousecoopers | Charlotte | NC | 09/2019 | 06/2021 |
| Pricewaterhousecoopers | Charlotte | NC | 06/2018 | 08/2018 |
| Sea Island Resorts | Sea Island | GA | 05/2017 | 08/2017 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2022 | 04/2023 |
| University Of Georgia | Athens | GA | 08/2015 | 09/2019 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2023 | 04/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2024 | Present |
1.Samuel L. Asbury Foundation; Not Investment Related; 3333 Riverwood Parkway, 400, Atlanta, GA. 30339; Charitable Organization; Vice President, Board of Directors; Approximately 3 hours per month; Help coordinate annual fundraiser
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