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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 2023-10-10
TX RA APPROVED 2023-10-10
  • CA RA
    APPROVED
    Since 2023-10-10
  • TX RA
    APPROVED
    Since 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

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
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
  • 12/2016 → 01/2017
    Carolina Panthers
    Charlotte, NC
  • 06/2017 → 08/2017
    National Football League
    New York, NY
  • 08/2017 → 05/2019
    National Football League
    New York, NY
  • 06/2019 → 08/2021
    National Football League
    New York, NY
  • 05/2021 → 07/2023
    Los Angeles Rams
    Los Angeles, CA
  • 07/2023 → 04/2025
    Los Angeles, CA
  • 09/2013 → 06/2017
    Dartmouth College
    Hanover, NH
  • 04/2025 → Present
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-28
  • S65 Uniform Investment Adviser Law Examination
    2023-09-28

View on SEC IAPD

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