News - 2010

Wealth Transfer Brief - Death to the Estate and GST Tax in 2010?

Click here to download the brief.

Prior News - 2009

Wealth Manager magazine once again ranks Gresham in the top ten of its 2009 Top Dogs survey.

Click here to download an excerpt from the 2009 Top Dogs.

Prior News - 2008

Beth Shelburne and Leisa Storbeck recently passed the Certified Financial Planner^TM exam.

Earlier this summer, Gresham welcomed David Filkin to the firm as a Principal.   David will be responsible for overseeing Client Services, Business Development and Strategy.  Additionally he will contribute to the management and leadership of the firm.

Wealth Manager magazine ranks Gresham fifth (out of almost 500) in its 2008 Top Dogs survey, marking the second consecutive year in the top 10 (seventh last year.)

Click here to download an excerpt from the 2008 Top Dogs.

Prior News - 2007

Gresham Partners Uses Innovative Funding Model to Secure Future as Independent Wealth Management Firm.

Click here to download the full Press Release.

Gresham Partners, LLC celebrated its 10th Anniversary Celebration on October 11.
The program began with an Open House of Gresham’s office at 333 West Wacker Drive. An Investment Conference and Client Dinner were held at Spiaggia on North Michigan Avenue. The Investment Conference included David Wagner of Evanston Capital Management, LLC and George Siguler of Siguler Guff & Co. as guest speakers. Todd Buchholz was the Keynote Dinner Speaker and the Dinner Sommelier was Kevin Zraly.