Lorenzo Rivera

Lorenzo Rivera

Client Service Associate
As a Client Service Associate, Lorenzo serves as a key liaison between clients and advisors at Gresham, delivering tailored wealth management services and customized investment solutions to ultra high net worth families.

Lorenzo joined Gresham in 2026 and partners closely with advisors to support day to day client needs, including cash flow management and the implementation of comprehensive investment and wealth management strategies. His work helps ensure clients’ short and long term planning objectives are met through thoughtful coordination, strong attention to detail, and a client centric approach.

Prior to joining Gresham, Lorenzo worked at Northern Trust within the Wealth Management division as an Analyst. In this role, he reviewed accounts, trust agreements, business entities, and nonprofit entities to help ensure fiduciary and investment responsibilities were met. He later transitioned to Northern Trust Wealth Advisory as an Investment Associate, where he supported a team of seven advisors and five associates overseeing approximately $15B in assets under management. Lorenzo contributed to portfolio management and investment advisory services for high net worth clients, supporting a team of professionals that delivered holistic wealth management services incorporating asset allocation, risk management, and estate planning strategies.

Outside of work, Lorenzo enjoys working out and exploring new restaurants. He has an appreciation for outer space, music, and film, including the works of Christopher Nolan.

Education Background
  • B.A., Northwestern University, Weinberg School of Arts and Sciences