Gresham Partners Wins 2022 Outstanding CIO (Chief Investment Officer) and is Commended for Wealth Planning at the 9th Annual Family Wealth Report Awards

CHICAGO – May 6, 2022 – Gresham Partners, an independent investment and wealth management firm managing over $8.6 billion* for select families and family offices nationally, has been selected by an independent panel of experts as the winner of the Outstanding CIO (Chief Investment Officer) Award and named Highly Commended for Wealth Planning in the 9th Annual Family Wealth Report Awards.

Gresham has been recognized by Family Wealth Reports over the past six years, winning the Wealth Planning Award in 2020 and 2021, Best Multi-Family Office Between $5 Billion and $15 Billion AUM/AUA Award in 2019 and Best Multi-Family Office Over $3 Billion AUM/AUA Award in 2017.

The judges described Ted Neild, who serves as Gresham’s CEO and CIO, as “one of a kind. He has quietly led Gresham’s investment process for many years – his leadership in structuring a pooled vehicle approach and his contrarian streak distinguish him.” In his role as CIO, Ted chairs Gresham’s Investment Committee and leads its Investment Team to establish investment themes and identify opportunities that fit within the firm’s unconventional investment approach. Ted shapes the firm’s views and practices to overcome the limitations of commonly accepted investment principles and practices that have failed investors over time, particularly during the most difficult market environments. He think about investing from the perspective of what is important to families who are seeking both long-term performance and the preservation of capital, which requires a disciplined process that identifies uncommon investment themes and managers overlooked or unavailable to the majority of investors.

“Ted’s belief in challenging the status quo, his courage in navigating difficult market environments and his ability to create conditions for individuals and teams to thrive — made him an extraordinary candidate for this award,” said David Salsburg, Gresham’s Founder and President.

Judges also commended Gresham for its excellent submission and outstanding reputation for planning/consultative approach with ultra-high-net-worth families. Gresham provides its clients with full access to the firm’s wealth planning resources, including Kim Kamin, Chief Wealth Strategist, a nationally recognized expert on planning and managing multi-generational wealth.

“I’m pleased that these awards recognize Ted, Kim and the Gresham team’s dedication and expertise,” said David Salsburg. “Our goal is to provide the best possible service to our clients and it’s an honor to have this external confirmation of our approach.”

Members of the independent panel of experts that selected Gresham are experienced advisors/consultants to ultra-high-net-worth families who reviewed submissions provided by a number of firms in this category. In making their selection, the judges selected organizations that “demonstrated innovation and excellence during the last year.”