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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-19
GA RA APPROVED 2023-11-20
  • TX RA
    APPROVED
    Since 2025-12-19
  • GA RA
    APPROVED
    Since 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

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
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
  • 06/2015 → 03/2018
    Sun Life Capital Management
    New York, NY
  • 03/2018 → 08/2022
    Schroders
    London
  • 08/2022 → 06/2023
    Fleetcor Technologies
    Atlanta, GA
  • 06/2023 → 10/2023
    Unemployed
    Atlanta, GA
  • 10/2023 → Present
    Chicago, IL
Designations

View on SEC IAPD

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