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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-10 |
| TX | RA | APPROVED | 2023-10-10 |
Branch Locations
2029 Century Park East Suite 1780, Los Angeles, CA 90067 • 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 |
|---|---|---|---|---|
| Carolina Panthers | Charlotte | NC | 12/2016 | 01/2017 |
| National Football League | New York | NY | 06/2017 | 08/2017 |
| National Football League | New York | NY | 08/2017 | 05/2019 |
| National Football League | New York | NY | 06/2019 | 08/2021 |
| Los Angeles Rams | Los Angeles | CA | 05/2021 | 07/2023 |
| Cresset Asset Management, Llc | Los Angeles | CA | 07/2023 | 04/2025 |
| Dartmouth College | Hanover | NH | 09/2013 | 06/2017 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-28 |
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