Azalea joined Gresham in May of 2023 as an Investment Team Coordinator. She is responsible for providing logistical support to the public strategies team.

Evan joined Gresham in 2023 as an Investment Analyst on the Private Market team. His responsibilities include manager research, due diligence, execution, and portfolio monitoring.

Matthew joined Gresham in 2022 as the Controller. He acts as the point of contact for Gresham’s tax advisors and external auditors, provides financial analysis and modeling, researches accounting issues, and maintains effective relationships with third parties.

Maria joined Gresham in 2022 as a Senior Investment Analyst. She is part of the Investment Team focusing on private market investment strategies. Her responsibilities include manager research, due diligence, execution, and portfolio monitoring.

Tom joined Gresham in 2022 and is currently a Senior Investment Analyst. His role involves manager due diligence, portfolio monitoring and performance analytics. Tom actively contributes as a member of Gresham’s Investment Committee. 

Kyra joined Gresham in 2021 as an Investment Operations Business Analyst. As a Senior Business Intelligence Analyst & Project Manager, she uses her experience in business analysis and project management to lead projects across the firm and work with internal teams to advise on and implement process improvements.

Irene joined Gresham in 2020, where she serves as an Investment Associate on the Investment Team focusing on private market investment strategies. Her responsibilities include manager search, research, due diligence, execution and portfolio monitoring.

Erin joined Gresham in 2019 as an Investment Team & Strategic Initiatives Administrative Coordinator. She is responsible for managing and coordinating logistics for the Investment Team as well as supporting Business Development.

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.

Joe oversees all aspects of investment operations including tax, legal, audit, administration and banking. In addition, Joe manages and executes the firm’s financial and ownership activities. Joe joined Gresham in 2001 as an Associate, became Controller in 2007 and Director of Investment Operations and Finance in 2020.

Coco joined Gresham in 2019, where her responsibilities include extensive due diligence and analysis of potential investment opportunities, as well as sourcing, structuring and execution of investments. She is also actively involved in monitoring of investment performance.

Steve is a senior member of Gresham’s Investment Team and a member of its Investment Committee, serving as an Investment Officer for its marketable strategies investment partnerships. Steve plays a lead role in the sourcing and evaluation of prospective investments, as well as the ongoing monitoring of existing investments. He developed a framework and evaluated the systems to help the Investment Team qualitatively and quantitatively monitor and analyze holdings, attribution, exposures and risk factors for the marketable securities partnerships, active and prospective managers.

Sean is a senior member of Gresham’s Investment Team, serving as Portfolio Manager for its private market investment strategies. His primary responsibilities include developing, sourcing and executing private investments around the world.

Joe is a senior member of Gresham’s Investment Team and a member of its Investment Committee, serving as a Portfolio Manager for its marketable strategies investment partnerships. Joe uses his research, analytical and trading experience to identify, evaluate and help select compelling investment strategies and managers on a global basis. His background in quantitative modeling was instrumental in developing the firm’s manager due diligence process and risk monitoring framework. Joe has experience in all aspects of Gresham’s investment platform, including overseeing all back-office functions of the firm’s investment partnerships.

One of Gresham’s founders, Ben brings over 40 years of investment advisory and wealth management experience to Gresham. He established and continues to be involved with many of the firm’s investment initiatives, primarily focusing on asset allocation strategies. Ben continues to serve as a senior advisor to certain clients. He is active in increasing the national visibility of the firm.

Ted serves as the firm’s Chief Executive Officer and Chief Investment Officer. 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. Unlike traditional investment approaches, Gresham’s success is predicated on identifying and gaining access to select managers located around the world. Ted also shapes the firm’s views and practices to overcome the limitations of commonly accepted investment principles and practices that have failed investors, particularly during the most difficult market environments. In his role as Chief Executive Officer, Ted is responsible for establishing Gresham’s strategic direction and chairing its Operating Committee.

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