Steve Czocher

Advisor
Steve Czocher

steveAs an Advisor, Stephen delivers integrated wealth management solutions to single and multi-generational families. His 20+ years of experience in the financial services industry provides a deep technical understanding of single and multi-family office operations. His specialty is assisting families transition from a single-family office to being served by Gresham.

Prior to joining Gresham in 2007, Stephen worked at a number of large financial institutions both advising clients, back-office administration, investments and operations.

  • B.S., Finance, Illinois State University
  • M.B.A., Finance, Loyola University Chicago
  • Member, CFA® Institute Chicago
  • Member, CFA® Society of Chicago
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst™
  • Personal Interests: Music and volleyball
Steve Czocher
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