Operations and Technology
Our operations team tracks client positions and transactions, captures and reconciles portfolio information on a daily basis, and assists with reporting. Our technology team manages Gresham’s information systems and infrastructure and provides user support, which includes the externally provided virtual vault that holds financial documents our clients can access in a number of ways, including via an iPad application.
Compliance and Administration
Compliance works to ensure that Gresham adheres to the highest ethical standards, not merely the requirements imposed by applicable laws and regulations. Our administrative team supports all functional areas of the firm.