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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-19 |
| GA | RA | APPROVED | 2023-11-20 |
Branch Locations
3445 Peachtree Rd Suite 1400, Atlanta, GA 30326 • 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 |
|---|---|---|---|---|
| Sun Life Capital Management | New York | NY | 06/2015 | 03/2018 |
| Schroders | London | 03/2018 | 08/2022 | |
| Fleetcor Technologies | Atlanta | GA | 08/2022 | 06/2023 |
| Unemployed | Atlanta | GA | 06/2023 | 10/2023 |
| Cresset Asset Management, Llc | Chicago | IL | 10/2023 | Present |
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