Dylan Grant Bushelle

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

• 01/2019 → 08/2020
  Walgreens
  Naperville, IL
• 10/2020 → 05/2021
  Indiana University
  Bloomington, IN
• 08/2020 → 05/2024
  Indiana University
  Bloomington, IN
• 05/2021 → 08/2021
  Gierach Law Firm
  Naperville, Il, IL
• 05/2022 → 08/2022
  Ameriprise Financial
  Indianapolis, IN
• 06/2023 → 08/2023
  J.P. Morgan Chase & Co.
  Chicago, Il, IL
• 08/2021 → 05/2024
  Indiana University
  Bloomington, IN
• 08/2016 → 05/2020
  Neuqua Valley High School
  Naperville, IL
• 05/2024 → 08/2024
  Unemployed
  Naperville, IL
• 08/2024 → 02/2026
  Goldman Sachs
  Chicago, IL
• 02/2026 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-23
• S63 Uniform Securities Agent State Law Examination
  2024-12-16