Suzanne joined Gresham in 2017 as an Investor Relations Associate. She works closely with Gresham’s Controller, Chief Compliance Officer, and Client Service Team on Gresham partnership transactions, compliance reporting, and special projects. She also works with outside firms that provide fund administration, banking, and tax services for Gresham’s investment partnerships.
Alex joined Gresham in 2015 and works closely with the Controller and Investment Team where he is responsible for marketable fund administration, manager liquidity and partnership performance analytics. Additionally, Alex has been working with the Family Office Services group developing the platform and helping to identify value add solutions that would further enhance our client’s experience.
Jennifer joined Gresham in 2003, with five years of experience in investment management, financial reporting, auditing and tax. Jennifer spent seven years as an Associate working directly with clients and eight years as an Operations Analyst developing new reporting, business process improvements and creating process efficiencies. Jennifer is currently working closely with the Controller and Investment Team working primarily on reporting, tracking and valuing non-marketable partnerships and client investments. Jennifer continues to work on creating efficiencies and other business process improvements throughout all areas of Gresham.
Vinod joined Gresham in 2014 as an Assistant Controller. He works closely with Gresham’s Controller and Investment Team on overseeing investment operations, including legal reviews, compliance reporting, investment trades and special projects. He is also responsible for Gresham’s financial reporting and managing external fund administration, tax, banking and audit relationships.
Joe oversees all operational aspects of Gresham’s investment partnerships, including workflow, coordination of legal review and capital controls. He is also responsible for financial reporting, budgeting and banking relationships. Joe joined Gresham in 2001 as an Associate and became Controller in 2007. During his six years as an Associate, Joe worked with Advisors in all aspects of Gresham’s wealth management services. He served as Lead Associate and was involved in the development and training of the Associate position.