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 that clients’ short- and long-term planning objectives are met through thoughtful coordination, strong attention to detail, and a client-centered approach.

Prior to joining Gresham, Lorenzo worked at Northern Trust as a Wealth Management Analyst, reviewing accounts and trust and entity structures to help ensure that fiduciary and investment responsibilities were properly met. He then became an Investment Associate at Northern Trust Wealth Advisory, supporting a 12-person team that managed approximately $15 billion in assets for high-net-worth clients. In this role, he contributed to portfolio management and holistic wealth planning aligned with clients’ goals.

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., Political Science, Northwestern University