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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-28 |
| CT | RA | APPROVED | 2023-05-12 |
Branch Locations
88 Field Point Road Suite 102, Greenwich, CT 06830 • United States
565 5Th Avenue 27Th Floor, New York, NY 10017 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Greenwich | CT | 08/2022 | 04/2023 |
| Canterbury School | New Milford | CT | 08/2014 | 06/2018 |
| Fairfield University | Fairfield | CT | 08/2018 | 07/2022 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
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