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Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-07
TX RA APPROVED 2025-09-16
NY RA APPROVED 2021-06-22
  • CA RA
    APPROVED
    Since 2026-08-07
  • TX RA
    APPROVED
    Since 2025-09-16
  • NY RA
    APPROVED
    Since 2021-06-22

Branch Locations

101 California St Suite 4200, San Francisco, CA 94111 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wetherby Asset Management San Francisco CA 08/2016 07/2020
Iconiq Capital San Francisco CA 08/2020 05/2021
Cresset Asset Management, Llc New York NY 04/2022 03/2025
Cresset Asset Management, Llc San Francisco CA 04/2025 Present
Cresset Asset Management, Llc New York NY 06/2021 03/2022
Previous Registrations
  • 2020-10-13 → 2021-05-27
    San Francisco, CA
  • 2017-08-22 → 2020-08-14
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-22
  • S65 Uniform Investment Adviser Law Examination
    2017-08-22
Designations
Other Names
  • Noel Marie Campbell

View on SEC IAPD

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