Ryan joined Gresham in 2023 as a Technical Business Intelligence Analyst. He is responsible for improving Gresham’s software systems and business processes, working with stakeholders across the firm to build accurate, efficient, and scalable solutions.

Eesha joined Gresham in June of 2023 as the Marketing & Business Development Analyst. She is responsible for helping create, design and maintain all marketing and business development materials.

Eric joined Gresham in 2023 as a Client operations analyst. He is responsible for supporting all aspects of the Operations team including maintaining client portfolio data and our Client Relationship Management system. He works closely with our Client Service Team on client reporting and data management integrity.

Gabriela joined Gresham in 2023 as an Administrative Assistant. She is responsible for providing support throughout the firm with projects, scheduling, travel and production of materials. Gaby also provides backup coverage across the administrative team.

Kelsey joined Gresham in 2022 as an Operations Analyst. She is responsible for maintaining client portfolio data and our Client Relationship Management system. She works closely with our Client Service Team on client reporting and data management integrity.

Jenniffer joined Gresham in 2022 as a Business Intelligence Analyst on the Technology Team. She is responsible for bridging the gap between IT and the business using data analytics to assess processes, determine requirements, and deliver data-driven recommendations and reports to executives and stakeholders. She works closely with the necessary stakeholders to improve an optimize processes and projects.

Deanna joined Gresham in 2021 as the Human Resources Generalist. She is responsible for supporting all aspects of the Human Resources function including benefit administration, payroll, talent acquisition, HR documentation and policy upkeep, and compliance.

Beau joined Gresham in 2021 as a Business Analyst on the Operations Team. He focuses on improving internal software systems and applications and helping ensure the firm’s technology remains state-of-the-art to serve the firm’s clients and other stakeholders.

Amanda leads the Human Resources team. In this capacity, she is responsible for all aspects of the human resource department including employee relations, organizational development, benefit strategy and design, performance management and talent acquisition.

Allie joined Gresham in 2020 as an Operations Analyst. She is responsible for maintaining client portfolio data and our Client Relationship Management system. She works closely with our Client Service Team on client reporting and data management integrity.

Robert joined Gresham as Chief Compliance Officer in 2020. He is responsible for the firm’s compliance and information security programs.

Melissa joined Gresham in 2019 as Office Coordinator. Melissa is responsible for ensuring that the office runs smoothly, providing administrative support for our day-to-day operations and creating a welcoming environment for our clients and guests.

Kayla joined Gresham in 2019 as an Administrative Assistant. Kayla provides support for several areas of the firm but in particular she supports the Client Service Team. She assists with client service material, contributes to ongoing organizational projects and steps in wherever there is an administrative need.

Marge joined Gresham Partners in 2014 as an Executive Assistant and a key member of its Client Service Team. In 2020, she became the Administration and Project Support Specialist. Marge’s responsibilities include administration, information audit and Client Service project support across the firm as Gresham continues to improve and implement new infrastructure, specifically in the areas of Client Service and Operations.

Emma joined Gresham in 2017 as a Client Service Coordinator and was promoted to Executive Assistant to the Wealth Strategy Team in 2022. Emma provides support and coordination for all of Gresham’s wealth transfer planning.  She works closely with the Chief Wealth Strategist to help maintain excellence through all projects.

Kim joined Gresham in 2007 and became Client Service Coordinator in 2008. Kim is responsible for all facets of client meetings including scheduling and production of materials, as well as supporting the Client Service Team.

Noelle joined Gresham in 2017 as a Marketing and Business Development Associate. Noelle is responsible for creating, designing and maintaining all marketing and business development materials; creating prospect meeting books; updating and maintaining Gresham’s website; and, responding to surveys and other requests for information.

Deb’s responsibilities include coordinating technology, business analysis, and project management. She has been with Gresham both as an independent consultant and employee since its founding, and also worked as a consultant for Brownson, Rehmus and Foxworth.

Emily joined Gresham in 2017 as a Custodian Operations Analyst and was promoted to Sr. Investment Operations Analyst in 2021. Emily works closely with the Controller and Investment Team where she is responsible for marketable fund administration, partnership performance analytics and client billing.

Shannon joined Gresham in 2012 as an Operations Analyst. She is responsible for maintaining client portfolio data and our Client Relationship Management system and report set-up and generation. In 2017, Shannon became a Senior Operations Analyst.

Allison leads Gresham’s Operations Team. In this capacity, she is responsible for ensuring that Gresham remains at the forefront of efficiency and innovation. Allison drives productivity enabling the firm to offer best-in-class client service.