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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2025-09-16 |
| NY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-22 |
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