Josh joined Gresham in 2020 as a Business Analyst on the Client Service Team. He works closely with all members to implement and improve the technology resources and tools.
Channing joined Gresham in 2020 as an Associate on the Client Service Team. He works directly with Advisors to provide high-net-worth families with comprehensive wealth management solutions.
Kimberly joined Gresham in 2019 as an Associate on the Client Service Team. She works directly with Advisors to provide comprehensive wealth management solutions to high-net-worth families.
Alexandra joined Gresham in 2019 as an Associate. Alexandra works directly with Advisors to provide high net worth families with comprehensive wealth management solutions. Alexandra is currently pursuing her MBA through the evening program at the University of Chicago Booth School of Business.
Jeff joined Gresham in 2016 as an Associate on the Client Service Team. He works directly with Advisors to deliver integrated wealth management solutions for high net worth families.
Nikki joined Gresham in 2018 as an Associate on the Client Service Team. In this role, she works closely with Advisors to deliver wealth management solutions for high net-worth families that help them achieve their financial goals.
Nate joined Gresham in 2017 as an Associate on the Client Service Team. He works directly with Advisors to deliver comprehensive wealth management solutions for high net worth families.
Christina joined Gresham in 2017 as an Associate. Christina works directly with Advisors to provide high net worth families with comprehensive wealth management solutions.
As Manager of Client Service, Ali is responsible for developing, improving and implementing solutions for all client service operational activities. A natural people connector and innovative thinker, she works closely and collaboratively across the firm with its Client Service, Operations and Business Process Improvement teams, identifying new opportunities for making the firm better and more efficient. Ali also supervises the Associate team, which includes onboarding new Associates, ongoing training of all Associates and reinforcing Best Practices.
As Manager of Family Office Services, 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 is responsible for delivering Gresham’s integrated wealth management services to a select group of families and business leaders. She helps her clients navigate and surmount the challenges associated with retirement planning, income tax planning and estate planning by applying a highly disciplined approach characterized by attentiveness to detail. Leisa is skilled at building meaningful relationships with younger generations and is often tapped by wealthy families to educate their children about the complexities of inherited wealth.
As an Advisor, Amber is responsible for providing integrated wealth management solutions to a select group of Gresham families. 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 serves as an Advisor to client families and works closely with the Investment Team to facilitate the communication of key investment themes, asset allocation concepts, portfolio implementation strategies and performance results. Greg brings over 15 years of investment experience focused primarily on alternative investment strategies, having served as a portfolio manager and senior investment research professional.
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. Her client experience includes the sale of a large Chicago-based family business from the founder to his children, the retirement of a Fortune 500 CEO to entrepreneur status, and the successful integration of the second generation of a family into their family plan due to the untimely death of the first generation.
Kim joined Gresham after spending many years as a practicing attorney who counseled families regarding the preservation and transfer of their wealth over multiple generations. In her role at Gresham, Kim leads the development and implementation of estate, wealth transfer, philanthropic, education and fiduciary planning activities, advising clients and speaking and writing on topics related to managing multi-generational wealth.
Wally leads Gresham’s strategic initiatives to grow the business and raise the firm’s national visibility, and he serves as a senior advisor to families and their related entities. Wally draws on over 35 years of experience serving as a senior executive in trust, investment, wealth management and family office advisory firms, and as a personal advisor to wealthy individuals and families. As the founder of Personal Fiduciary Advisors, LLC (“PFA”), now a subsidiary of Gresham, Wally provided unconflicted consulting services to wealthy families, family offices, banks and investment advisors.
Justin is responsible for delivering Gresham’s integrated wealth management services to families, business owners, and executives. He leverages his expertise in investments and wealth transfer planning to advise clients on achieving their personal, philanthropic and financial objectives. As an Advisor, Justin works closely with multiple generations of family members when dealing with the complexities of inherited wealth.
As a former attorney with ShawPittman, and a CPA with PriceWaterhouseCoopers and Ernst & Young’s National Tax Department, David draws upon a broad and deep knowledge base to provide wealth transfer planning advice. His varied professional experience includes structuring the purchase of a professional NFL team and advising Andersen Consulting partners based in the Americas, Europe and Asia on incentive compensation, and income and estate tax issues in connection with the company’s transition from a partnership to the publicly traded corporation, Accenture.
Les works as an Advisor to provide Gresham families with solutions to wealth management issues. He uses his quantitative, tax and estate planning background to help clients achieve their long-term financial, wealth transfer and philanthropic goals.
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 and oversees the firm’s client service offering, advises client families and serves on Gresham’s Operating Committee. As Director of Client Service, David oversees the firm’s Client Service Team members to ensure they utilize best practices and that their delivery of the firm’s services is consistent across all clients.