Operations Team
Operations and Technology
Our operations team tracks client positions and transactions, captures and reconciles brokered asset information on a daily basis, and assists with reporting. Technology staff manages Gresham’s information systems and infrastructure and provides user support.
Compliance and Administration
Our compliance team ensures that Gresham adheres to the highest ethical standards, not merely the requirements imposed by applicable security laws. Our administrative team supports all functional areas of the firm.
Client Benefits
- Peace of mind knowing that appropriate safeguards are in place and followed.
- Our comprehensive reporting provides a highly detailed view of a family’s wealth, often revealing undiscovered planning opportunities.