Irene joined Gresham in 2020 as a Senior Investment Analyst 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 our Vice Chairman, Wally Head.
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.
Toufik joined Gresham’s Investment Team in 2018 to meet the Team’s growing demand for advanced technologies and data analysis. Toufik’s responsibilities include performance and exposure analytics, maintaining the Investment Team’s data and streamlining data workflows for reporting efficiency.
Tim is a consultant to Gresham and serves as a member of its Investment Committee. Prior to establishing his own investment firm in 2019, Tim was a Principal and Portfolio Manager with Gresham, focusing on sourcing and vetting a wide range of private investments. Tim brings over 15 years of experience managing alternative and private fund portfolios in a wide range of investing environments.
Joe serves as an Investment Associate, focusing on the firm’s private equity, real estate, and natural resources investment programs. His responsibilities include manager search, research, due diligence, execution and portfolio monitoring. He holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst (CAIA®) designations.
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 joined Gresham’s Investment Team in 2008, where his responsibilities have evolved from performance analytics to a broader set of investment functions, including investment research and systems evaluation for the investment team’s risk monitoring framework. Steve is actively involved in the sourcing and evaluation of prospective investments, as well as the ongoing monitoring of existing investments.
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 and he is a member of Gresham’s Operating Committee.
Ted serves as the firm’s President 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 principals and practices that have failed investors, particularly during the most difficult market environments. In his role as President, Ted is responsible for establishing Gresham’s strategic
direction and chairing its Operating Committee.