Suhwan Lee

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

• 08/2023 → 02/2025
  Configure Partners Securities, Llc
  Atlanta, GA
• 01/2023 → 05/2023
  Emory University
  Atlanta, GA
• 08/2019 → 05/2023
  Emory University
  Atlanta, GA
• 09/2018 → 08/2019
  Peak Academic Coaching
  Suwanee, GA
• 02/2025 → 05/2025
  Unemployed
  Doraville, GA
• 05/2025 → Present
  Bare Carbon, Llc
  Duluth, GA
• 12/2025 → Present
  Cresset Asset Management, Llc
  Atlanta, GA
• 08/2015 → 05/2019
  North Gwinnett High School
  Suwanee, GA

Other Businesses

Bare Carbon, LLC; Duluth, GA; Non-Investment Related; Since 05/2025; Co-Founder; Automotive parts retailer; Manages supplier relationships; Devotes 20 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-07
• S63 Uniform Securities Agent State Law Examination
  2023-09-08

Other Names

• Daniel Lee