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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| NY | RA | APPROVED | 2023-08-01 |
| FL | RA | APPROVED | 2023-05-18 |
| CT | RA | APPROVED | 2023-04-21 |
Branch Locations
565 5Th Avenue 27Th Floor, New York, NY 10017 • United States
88 Field Point Road Suite 102, Greenwich, CT 06830 • United States
West Palm Beach,, FL • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | New York | NY | 09/2015 | 05/2017 |
| First Republic Securities Company, Llc | New York | NY | 09/2015 | 05/2017 |
| First Republic Securities Company, Llc | Greenwich | CT | 05/2017 | 04/2023 |
| First Republic Investment Management, Inc. | Greenwich | CT | 05/2017 | 04/2023 |
| Cresset Asset Management, Llc | Greenwich | CT | 04/2023 | Present |
| Cresset Asset Management, Llc | West Palm Beach | FL | 01/2024 | Present |
Eagle Point Capital; investment-related; 600 Steamboat Road, Suite 202, Greenwich, CT 06830; fund manager; Member of Board of Directors for Eagle Point Capital as well as Board of Directors for underlying funds (Eagle Point Credit Company, Inc., Eagle Point Income Company, Inc., Eagle Point Institutional Income Fund, Eagle Point Enhanced Income Trust, Eagle Point Defensive Income Trust, EPT 16, LLC, and Eagle Point NGC 40); Start date: 01/2014; 1-5 hours per month which may occur during securities trading hours. ONS Foundation for Clinical Research and Education; investment-related; 6 Greenwich Office Park, Suite 100, Greenwich, CT 06831; medical research and education in orthopedics; Investment Committee Member; Start date: 01/2014; 1-5 per month which may occur during securities trading hours. Dilex Realty; not investment-related; 206 Otter Rock Drive, Greenwich, CT 06830; owner of a commercial building in Southampton, NY for which he performs administrative duties; Start date: 01/2012; 1-5 hours per month which may occur during securities trading hours. Gator Family Investments, LLC; investment-related; 12017 Kiora Court, Palm Beach Gardens, FL 33418; family-owned investment company; Managing Member; Start date: 01/2018; 1-5 hours per month which may occur during securities trading hours. Clients' Trust Accounts; investment-related; serves as trustee for various client trust accounts; 1-5 hours per month which may occur during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-14 |
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