Jeremy serves as an Advisor to a select number of client families who have a strong interest in understanding various investment themes and investment strategies. Jeremy brings over 20 years of experience in senior-level investment and operating roles within the alternative asset management industry.
Nicole leads Gresham’s business development and marketing efforts and serves on Gresham’s Operating Committee. In this capacity, she is responsible for developing and enhancing client relationships and driving the firm’s marketing strategy. Nicole draws on over 30 years of experience serving as an attorney and senior executive in trust, investment, wealth management and family office advisory firms, and as a personal advisor to wealthy individuals and families.
As an Advisor, Christina is responsible for providing integrated wealth management services solutions to a select group of Gresham families. She provides advice on estate, wealth transfer and philanthropic planning to clients and helps them achieve their long-term financial and charitable goals, including transitioning through key life events.
As an Advisor, Stephen delivers integrated wealth management solutions to single and multi-generational families. His 20+ years of experience in the financial services industry provides a deep technical understanding of single and multi-family office operations. His specialty is assisting families transition from a single-family office to being served by Gresham.
Leisa Storbeck is a Partner and Client Advisor with two decades of successful experience in delivering integrated wealth management services to private equity general partners and current and retired corporate executives. Leisa serves as a strategic advisor to her clients through a disciplined approach characterized by being proactive and detailed oriented. Developing strong relationships is the foundation of everything Leisa does both professionally and personally and is often tapped by wealthy families to educate their children about the complexities of inherited wealth.
As a Partner and Advisor, Amber is responsible for providing integrated wealth management services solutions to a select group of Gresham families, many of which include multiple generations. She provides extensive estate, wealth transfer and philanthropic planning advice to clients and helps them achieve their long-term financial and charitable goals. Amber also assists clients in transitioning through key life events and focuses on next generation education.
Greg joined Gresham in 2016 after nearly 18 years in investment roles focused primarily on alternative strategies, having served as a portfolio manager and senior investment research professional. Throughout his career, Greg has worked closely with his clients to provide education on various market themes and investment strategies, and to create customized portfolio solutions.
With over 35 years in the investment management field, Lee draws upon her deep and varied experience to provide creative, tailored solutions that help her clients successfully transition through key life events. She has a special focus on working with women.
Her client experience includes the breakup of a large family office, multi-year planning and gifting in anticipation of the sale of a private firm, introduction to family wealth and structure and education of G2 to prepare for future responsibilities and structuring a foundation to ensure family harmony.
Kim joined Gresham after spending many years as a practicing attorney counseling families regarding the preservation and transfer of their wealth over multiple generations. At Gresham, Kim leads the development and implementation of estate, wealth transfer, philanthropic, family education and fiduciary planning activities, and she advises clients on a variety of wealth planning matters.
Justin partners closely with multigenerational families, entrepreneurs, and C-suite executives to create tailored wealth solutions to help them thrive for generations and navigate complex financial and family dynamics.
He leverages his broad expertise in investments and wealth planning strategies to advise clients on asset allocation and implementation, liquidity management, pre/post transaction planning, estate and tax planning, risk management, wealth transfer and philanthropic planning.
As the Practice Leader: Multigenerational Families, David leads and manages the Client Service team focused on providing Gresham’s services to Single Family Offices and families with multiple generations. In addition to serving as an Advisor on a select number of clients, David also supervises Gresham’s relationships with CPA firms across the country.
As a Partner and Advisor, Les uses his quantitative, tax and estate planning background to help clients achieve their long-term financial, wealth transfer and philanthropic goals. Understanding that families face many complex wealth planning questions, Les is passionate about clear communication with his clients, allowing them to understand fully the investment and planning opportunities available to them so they can confidently make the best decisions for their families.
Matt is an attorney and CPA who specializes in income, gift and estate taxation. Matt advises a number of client families and has been a leader in the development and implementation of Gresham’s extensive estate, wealth transfer and philanthropic planning services.
David is one of Gresham’s founders. He leads the firm’s client service offering and serves on Gresham’s Operating Committee. In addition, he oversees the firm’s compliance, operations and financial activities.
