A team of experts at your service.
Team
We’ve always believed our clients deserve the very best. That’s why we invite only the most talented and original thinkers to join our firm.
We’re a team of perfectionists who share the strongest commitment to the pursuit of knowledge and a passion for delivering world-class service. Working seamlessly across the firm, we collaborate to deliver advice grounded in years of experience and deep technical expertise. For each and every one of our families: our team is your team.
Deb Bailey
Technology Coordinator & Project Manager
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.
Prior to consulting, Deb was at Arthur J. Gallagher & Co. for five years as Director of Business Systems Analysis. She has 12 years of experience in various financial reporting and auditing positions at CNA Insurance, Allstate Insurance and Health Care Service Corporation.
- B.S., Accounting, University of Illinois at Urbana-Champaign
- M.B.A., Personnel Management, DePaul University
- Certified Public Accountant
- Personal Interests: Weekend bicycle rides, beginner yoga, discovering local coffee shops, reading essays and short stories and enjoying my grandkids
Kim Baker
Vice President, Administrative Team
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.
Prior to joining Gresham, Kim was an accounts payable representative and expense auditor for Navigant Consulting.
- B.A., Theater Arts, Palm Beach Atlantic University
- Personal Interests: Theater and visual arts, visiting Florida in the winter and working my way through the continents
Channing Bass
Senior Client Service Associate
Channing joined Gresham in 2020 as an Associate on the Client Service Team, and in 2022 was promoted to Senior Associate. He works directly with Advisors to provide high-net-worth families with comprehensive wealth management solutions.
Prior to joining Gresham, Channing spent five years with Deloitte, where he consulted with multinational corporations and partnerships on tax matters.
- B.A., Economics, University of North Carolina-Chapel Hill
- M.S., Accounting, Kenan-Flagler Business School – University of North Carolina-Chapel Hill
- Certified Public Accountant
- Personal Interests: Sports Lover, spending time with family and exploring the city of Chicago to find the best cheeseburger
Erin Baumrucker
Investment Team Coordinator
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 Business Development.
Prior to joining Gresham, Erin worked with Clune Construction both as a project accountant and accounts receivable coordinator.
- B.A. Theatre Arts, Columbia College Chicago
- Personal Interests: Singing along to broadway musicals, visiting national parks and discovering new restaurants
Ben Beavers
Partner, Founder & Chairman
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.
Prior to founding Gresham, Ben was a principal at Brownson, Rehmus & Foxworth, Inc. During his 17-year tenure at Brownson, Ben oversaw the management of assets and financial affairs for the firm’s largest clientele and was instrumental in establishing and supervising many of the firm’s investment vehicles. Before joining Brownson, Ben spent 10 years at investment counseling pioneer Stein Roe & Farnham where he became the partner responsible for administering the firm’s $600 million no-load mutual fund group. Ben also served as a lieutenant in the U.S. Army.
- B.S., Industrial Administration, University of Illinois
- M.B.A., Finance and Marketing, University of Illinois
- J.D., DePaul University
- Member, Board of Trustees of the Miami Foundation
- Personal Interests: Fitness, reading, travel and Gresham’s clients
Matt Bonaguidi
Partner & Advisor
Matt is an attorney and CPA who specializes in income, gift and estate taxation. Matt advises a number of client families and has been a leader in the development and implementation of Gresham’s extensive estate, wealth transfer and philanthropic planning services.
As an Advisor, Matt has significant experience with multi-generational financial education programs, family conflict resolution and family business counseling. For many family businesses, Matt’s planning advice and counsel has helped limit the family’s financial risk to the business and increased assets for future generations.
Prior to joining Gresham just after it was formed in 1997, Matt worked at KPMG LLP where he advised Fortune 500 CEOs and their families.
- B.S., Accounting, University of Illinois
- J.D., Chicago-Kent College of Law
- Certified Public Accountant
- Personal Financial Specialist™
- Professional Advisory Committee, Chicago Community Trust
- Member, Chicago Estate Planning Council
- Personal Interests: Family, golf, fishing, skiing and Chicago sports teams
Deanna Bonder
Assistant Vice President, Human Resources
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.
Prior to joining Gresham, Deanna worked in the Human Resources department for Arbor Lodging Management, a Chicago-based hospitality firm. Deanna is a Saint Xavier Alumna where she was a member of the Beta Gamma Sigma Honors Society. She is an active member of the Society of Human Resources Management and its Chicago chapter.
- B.B.A., Human Resources Management, Saint Xavier University
- M.B.A., Human Resources Management, Saint Xavier University
- Personal Interests: Foodie, Kayaking, Ziplining, Traveling and New Adventures
Gabriela Borges
Administrative Assistant
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.
- B.S. University of Illinois – Business Management with a concentration in Managerial Logistics
- Personal Interests: Baking, Painting, and International Travel
Les Carter
Partner & Advisor
As a Partner and Advisor, Les uses his quantitative, tax and estate planning background to help clients achieve their long-term financial, wealth transfer and philanthropic goals. Understanding that families face many complex wealth planning questions, Les is passionate about clear communication with his clients, allowing them to understand fully the investment and planning opportunities available to them so they can confidently make the best decisions for their families.
Prior to joining Gresham, Les practiced law for eight years as a tax and estate planning attorney in the Chicago office of Sidley Austin LLP, where he provided estate planning advice to high-net worth families and advised corporations and hedge funds on federal and state tax issues.
- B.A., Mathematics and Philosophy, University of Scranton
- M.S., Mathematics, Vanderbilt University
- J.D., University of Chicago
-
Certified Investment Management Analyst®
- Personal Interests: Risking my life riding my bike to work, running long distances to fundraise for clean water and hiding my baseball cards from my wife
Alex Chamberlin
Client Service Associate
Alex joined Gresham in 2015 and he worked closely with the Investment Team and Family Office Services group until he became a Client Associate in 2021. As an Associate, Alex works directly with Advisors to provide Gresham’s family clients with comprehensive wealth management solutions.
Before joining Gresham, Alex studied finance and accounting at Illinois State University where he was involved with the American Marketing Association.
- B.S., Finance, Illinois State University
- Personal Interests: Golf, fishing and movies
Alexandra Cheney
Client Service Analyst
Alexandra joined Gresham in 2022 as a Client Services Analyst. She is responsible for providing support to the Client Services team and works closely with the Associates on client paperwork and investment execution.
Prior to joining Gresham, Alexandra worked in tech sales in Washington D.C. and in retail operations in both North Carolina and Chicago.
- B.A., PPE Program (Economics, Political Science & Philosophy), Denison University
- SIT Abroad: Serbia, Bosnia & Kosovo
- Personal Interests: Avid museum frequenter, improving skateboarder and regular world traveler
Kelsey Clark
Kelsey joined Gresham in 2023 as a Client Service Analyst. She is responsible for providing support to the Client Services team and works closely with the Associates on client paperwork and investment execution.
Prior to joining Gresham, Kelsey worked within the market research industry specializing in data analysis and client management.
- B.A., Psychology & Sociology, The George Washington University
- M.S., International Business Management, University of East London
- Personal Interests: International travel, thrifting and all things food
James Clifford
Client Services Analyst
James joined Gresham in 2022 as a Client Services Analyst. He is responsible for providing support to the Client Services team and works closely with the Associates on client paperwork and investment execution.
Prior to joining Gresham, James worked on the Public Finance team at First National Capital Markets in Omaha, Nebraska. James graduated from Creighton University where he studied economics and philosophy and conducted research on economic development with Creighton’s Institute for Economic Inquiry.
- B.S.B.A; Creighton University
- Universidad Loyola Andalusia, non-degree program
- Personal Interests: Enjoys music and collecting records, cheering on the Chicago Bulls, personal fitness and reading science fiction
David Colton
Partner, Practice Leader: Multigenerational Families & Advisor
As the Practice Leader: Multigenerational Families, David leads and manages the Client Service team focused on providing Gresham’s services to Single Family Offices and families with multiple generations. In addition to serving as an Advisor on a select number of clients, David also supervises Gresham’s relationships with CPA firms across the country.
As a former attorney with ShawPittman, as well as a CPA with PriceWaterhouseCoopers and Ernst & Young’s National Tax Department, David draws upon a broad and deep knowledge base to provide wealth transfer planning advice. His varied professional experience includes structuring the purchase of a professional NFL team and advising Andersen Consulting partners based in the Americas, Europe and Asia on incentive compensation, and income and estate tax issues in connection with the company’s transition from a partnership to the publicly traded corporation, Accenture.
Before joining Gresham in 2009, David was a vice president and lead advisor at Neuberger Berman’s Boston office where he managed some of the firm’s largest relationships. Prior to that, he was a partner and co-head of the Fiduciary Tax Practice of MFA, a New England CPA firm with more than 100 professionals, and chief investment officer for the firm’s related family office.
- B.S., Accounting, University of Maryland
- J.D., cum laude, University of Baltimore School of Law
- LL.M., Taxation, New York University School of Law
- CPA (inactive)
- CERTIFIED FINANCIAL PLANNER™
- Personal Interests: Amateur trail hiker, TRX Suspension Training, and watching his son play travel hockey
Myrna Cox
Client Service Associate
Myrna joined Gresham in 2022 as an Associate on the Client Service Team. She works directly with Advisors to provide comprehensive wealth management solutions to high-net-worth families.
Prior to joining Gresham, Myrna worked as a Client Service Associate at Bernstein Private Wealth Management.
- B.S., Philosophy with concentration in Law & Ethics, Northeastern University, Summa Cum Laude
- Personal Interests: Traveling, camping, backcountry cross-country skiing and painting
Noelle Cruz
Marketing & Business Development Associate
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.
Prior to joining Gresham, Noelle worked at the American Bar Association as a marketing specialist for its Senior Lawyers Division.
- B.A., English, Florida International University
- Personal Interests: Creating overly detailed itineraries for world expeditions, seven-member K-pop groups and amateur culinary explorer
Stephen Czocher
Advisor & Manager, Family Office Services
As 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
Amanda DeHaan
Partner & Chief Human Resource Officer
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.
Prior to joining the firm, Amanda served as the chief human resources officer and managed the human resource department within Ziegler, a nationwide investment bank. She brings over 15 years of experience to Gresham as a senior human resources professional with a number of accomplishments in financial services, professional services, sales and technology industries.
Amanda received her bachelor’s degree in business management from DePaul University. She is an active member of the Society for Human Resource Management and the Human Resources Management Association of Chicago.
- B.S., Business Management, DePaul University
- M.S., Human Resources, DePaul University
- Personal Interests: International travel, reading fiction and rescuing animals
Sam Demaree
Client Service Associate
Sam joined Gresham in 2022 as an Associate on the Client Service Team. He works directly with Advisors to provide high-net-worth families with comprehensive wealth management solutions.
Prior to joining Gresham, Sam worked at Stifel Nicolaus for over three years as an analyst providing wealth management services to high-net-worth families, foundations, and Native American communities.
- B.A., Economics, Denison University
- Personal Interests: Marathon running, cooking with friends and family and trying new restaurants in Chicago
Beau Feeny
AVP, Manager, Business Analysis
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.
Prior to joining Gresham in this role, Beau provided business process and technology consulting services to Gresham and other clients.
- A.B., History and Computer Science, Harvard University
- Personal interests: Biking and running Chicagoland’s scenic trails, historical nonfiction and sustainable produce
Rachael Forbes
Custodian Operations Analyst
Rachael joined Gresham in 2021 as a Custodian Operations Analyst. She works with both the Client Service Team and Operations Team, and she serves as a designated contact between Gresham and the custodian.
Prior to joining Gresham, Rachael studied at the University of Illinois College of Law in Champaign, IL.
- J.D., University of Illinois College of Law
- B.A., Linguistics and German, University of Georgia
- Personal Interests: Traveling, cooking and podcasts
Kayla Green
Client Service Coordinator
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.
Prior to Gresham, Kayla worked at BGBC Partners as an administrative assistant.
- B.S., Psychology, Illinois College
- Personal Interests: International travel, classical music and skydiving/ziplining/thrilling adventures
Justin Gullman
Partner & Advisor
Justin partners closely with multigenerational families, entrepreneurs, and C-suite executives to create tailored wealth solutions to help them thrive for generations and navigate complex financial and family dynamics.
He leverages his broad expertise in investments and wealth planning strategies to advise clients on asset allocation and implementation, liquidity management, pre/post transaction planning, estate and tax planning, risk management, wealth transfer and philanthropic planning.
His professional experience includes developing a family mission-driven investment portfolio and active philanthropy program, facilitating the successful transfer of responsibility and control from the first to the second generation and advising on the sale of a closely held family business.
Justin has 15 years of experience in the financial services industry. Prior to joining Gresham, Justin advised families and executives at J.P. Morgan Private Bank.
- B.S., Finance, DePaul University
- M.B.A., Economics and Finance, University of Chicago Booth School of Business
- Personal Interests: Keeping up with our rambunctious little boy, space science and exploration and the Never-Ending Struggle (aka golf)
Melissa Harkenrider
Office Coordinator
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.
Prior to joining Gresham, Melissa worked as member services manager at the Chicago Yacht Club.
- Personal Interests: Animals, art, cars, college basketball and concerts
Marge Hembree
Administration & Project Support Specialist
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.
Prior to joining Gresham, Marge worked at Schiff Hardin LLP for 27 years in its Private Clients, Trusts and Estates Group, most recently as a legal assistant for two partners and an associate in that group.
- Personal Interests: Family, visiting State parks and stargazing
Jenniffer Hernandez
Business Analyst
Jenniffer joined Gresham in 2022 as a Business 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.
Prior to joining Gresham, Jenniffer worked as a Technology Consultant and Agile Coach in Atlanta, GA.
- B.A. Marquette University, College of Business: Information Systems and Marketing
- Personal Interests: Family, travel, psychology and fitness
Eric Jones
Operations Analyst
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.
Prior to joining Gresham, Eric worked in the logistics industry as a freight broker. Eric is an alum of Central State University where he studied Business Management and Project Management. He is an active mentor in the Common Ground Foundation.
- B.A., Business Administration: Concentration Management, Central State University
- M.B.A., Project Management, Central State University
- Personal Interests: Reading, music, watching the Bears, rug tufting and uplifting my community
Kim Kamin
Partner & Chief Wealth Strategist
Kim joined Gresham after spending many years as a practicing attorney counseling families regarding the preservation and transfer of their wealth over multiple generations. At Gresham, Kim leads the development and implementation of estate, wealth transfer, philanthropic, family education and fiduciary planning activities, and she advises clients on a variety of wealth planning matters.
During her legal career, Kim worked with clients on a wide array of entity restructuring, succession planning, trust and estate administration, asset protection and philanthropic issues. She also represented wealth owners, beneficiaries, fiduciaries and custodians in contested matters and served as counsel for the formation and operation of not-for-profit entities.
Kim speaks and writes extensively on topics related to planning for and managing multi-generational wealth. She is also co-author of the Leimberg Library Tools & Techniques of Estate Planning for Modern Families (3rd Edition, 2019).
- B.A., Psychology, Stanford University, with distinction and departmental honors
- J.D., University of Chicago Law School
- Adjunct Professor, Northwestern University Pritzker School of Law, awarded the William M. Trumbull Lectureship
- Faculty, University of Chicago Booth School of Business Executive Education
- Regent, American College of Trust and Estate Counsel
- Past-President, Chicago Estate Planning Council
- Advisory Board and Domain Chair, UHNW Institute
- Editorial Advisory Board, Trusts & Estates Magazine
- Professional Advisory Committees: Art Institute of Chicago, Goodman Theatre, Chicago Foundation for Women, Lurie Children’s Hospital, PAWS Chicago and Chicago Community Trust
- Recent
- Estate Planning for Angel Investors: You have your halo on earth, but are you ready for heaven?
- Kim Kamin Wealth Strategies Journal Article
Considerations for Charitable Giving with Noncharitable Irrevocable Trusts - Estate Planning for the Modern Family: Planning for Diversity and Flexibility
Jennifer Kane
Client Service Associate
Jennifer joined Gresham in 2022 as an Associate on the Client Service Team. She works directly with Advisors to provide comprehensive wealth management solutions for high-net-worth families.
Prior to joining Gresham, Jennifer worked as a financial analyst at Brownson, Rehmus & Foxworth.
- CERTIFIED FINANCIAL PLANNER™
- B.S., Psychology, University of Illinois
- Personal interests: traveling, game nights, concerts and rom-coms
Evan Kovatch
Investment Analyst
Evan joined Gresham in 2023 as an Investment Analyst on the Private Market team. His responsibilities include manager research, due diligence, execution, and portfolio monitoring.
Prior to joining Gresham, Evan was a Consultant at RubinBrown, where he performed financial due diligence for mergers and acquisitions and assisted with internal audits of multiple casinos.
- B.A., Economics & Finance, Benedictine College
- Personal Interests: Tennis, hiking, watching and reviewing films and collecting vinyl records
Maria Leirkjaer
Senior Investment Analyst
Maria joined Gresham in 2022 as a Senior Investment Analyst. She is part of the Investment Team focusing on private market investment strategies. Her responsibilities include manager research, due diligence, execution, and portfolio monitoring.
Prior to joining Gresham, Maria was a Senior Analyst on the investment team at MCP Alternative Asset Partners, a global Fund of Hedge Funds asset manager.
- B.A., Pacific Lutheran University
- MS. Finance, University of Rochester Simon Business School
- Chartered Financial Analyst®
- Personal Interests: Reading, Baking and Volunteering
Coco Li
Investment Officer
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.
Prior to joining Gresham, Coco was an Associate in the Leveraged Finance group of Bank of America Merrill Lynch, originating and syndicating non-investment grade corporate bonds and term loans for institutional investors.
- B.B.A., Xi’an Jiaotong
- M.Phil., The Chinese University of Hong Kong Business School
- M.B.A., Northwestern University Kellogg School of Management
- Chartered Financial Analyst®
- Personal Interests: Tea ceremony, meditation and furry friends
Kelsey Lin
Operations Analyst
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.
Prior to joining Gresham, Kelsey worked as a Residential Advisor for University Housing as well as a property manager for a small rental portfolio.
- B.A., Economics, University of Illinois at Urbana-Champaign
- Personal Interest: Traveling, Baking, and Experimenting with Nail Art
Steve Loman
Partner & Investment Officer
Steve is a senior member of Gresham’s Investment Team and a member of its Investment Committee, serving as an Investment Officer for its marketable strategies investment partnerships. Steve plays a lead role in the sourcing and evaluation of prospective investments, as well as the ongoing monitoring of existing investments. He developed a framework and evaluated the systems to help the Investment Team qualitatively and quantitatively monitor and analyze holdings, attribution, exposures and risk factors for the marketable securities partnerships, active and prospective managers.
Steve joined Gresham in 2005, working on the Operations Team in various capacities before joining the Investment team in 2008. Prior to Gresham, Steve worked as an investment accountant at William Blair & Company and as a financial analyst at STRATTEC Security Corporation.
- B.B.A., Finance and Accounting, University of Wisconsin-Milwaukee
- M.B.A., Finance, DePaul University
- Chartered Financial Analyst®
- Member, CFA® Society of Chicago
- Personal Interests: Family, Green Bay Packers and Crossfit
Allison Lurie
Director of Operations
As Vice President of Client Service, Ali leads the firm’s client service team, overseeing the Associates who are responsible for the day-to-day management of our client relationships, ensuring delivery of the firm’s services are consistent across all clients. Ali is responsible for developing, enhancing, and implementing solutions for all client service operational activities. A natural people connector and innovative thinker, she works closely and collaboratively across the firm with its Client Service and Operations teams, identifying new opportunities for making the firm better and enhancing the Gresham client experience.
Ali began her career at Gresham Partners in 2009, managing firmwide branding initiatives to raise Gresham’s national visibility and expand the firm’s professional network and client base. In 2012, she joined the Client Service team where she worked directly with clients to deliver integrated wealth management solutions. Prior to joining Gresham, Ali worked at BMO Capital Markets.
- B.S., Management and Business Administration, University of Colorado-Boulder
- M.B.A. candidate December 2023, Northwestern University Kellogg School of Management
- Financial Planning Diploma Program, New York University
- Personal interests: Adventures abroad, skydiving, Broadway and escape rooms
Allie Marcus
Operations Analyst
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.
Prior to joining Gresham, Allie worked as a business development representative.
- BA., Business Administration with concentrations in Finance and Information Systems, Boston University
- Personal Interests: Cooking, reading and watching the Green Bay Packers
Matthew Milligan
Controller
Matthew joined Gresham in 2022 as the Controller. He acts as the point of contact for Gresham’s tax advisors and external auditors, provides financial analysis and modeling, researches accounting issues, and maintains effective relationships with third parties.
Prior to Gresham, Matthew served as the Controller for ARCH Venture Partners, a venture capital firm, and as Senior Auditor for Crowe LLP, a public accounting firm.
- S.B.A., Finance and Accounting, University of Dayton
- B.A., with a concentration in accounting, University of Dayton
- Certified Public Accountant
- Member, American Institute of Certified Public Accountants
- Member, Illinois Certified Public Accountant Society
- Personal Interests: Basketball, travel and strategy games
Ryan Moran
Advisor
Ryan works closely with a limited number of families overseeing the integration of Gresham’s wealth planning and investment management solutions. Ryan leverages his extensive experience working with complex families to implement strategies that meet the family’s long-term objectives. Whether integrating the next generation, or generating returns through Gresham’s resilient approach to investment management, Ryan takes the time to distill these complexities down to what matters.
Prior to joining Gresham Partners, Ryan was an advisor with JMG Financial Group and a Vice President within JPMorgan Private Bank. Before that, he spent most of his career within two separate single-family offices.
- B.B.A., Accounting and Finance, University of Wisconsin-Oshkosh
- M.S., Finance, University of Wisconsin-Milwaukee
- Chartered Financial Analyst®
- CPA
- CERTIFIED FINANCIAL PLANNER™
- Board of Directors (2008-2017, 2019-2022) and Member, CFA Society of Milwaukee
- Personal Interests: Golf, cycling and raising two sons to become honorable young men
Lee Morava
Partner & Advisor
With over 35 years in the investment management field, Lee draws upon her deep and varied experience to provide creative, tailored solutions that help her clients successfully transition through key life events. She has a special focus on working with women.
Her client experience includes the breakup of a large family office, multi-year planning and gifting in anticipation of the sale of a private firm, introduction to family wealth and structure and education of G2 to prepare for future responsibilities and structuring a foundation to ensure family harmony.
Prior to joining Gresham, Lee was a senior vice president at Bessemer Trust and a vice president at Brown Brothers Harriman, responsible for leading some of the firm’s larger client relationships. She began her career at The First National Bank of Chicago in the Trust and Probate Department. In addition to her advisory duties at Gresham, Lee manages Gresham’s delivery of private travel management services.
- B.A., Economics, University of Michigan
- M.B.A., Finance, Northwestern University Kellogg School of Management
- American Bankers Association National Trust School
- Wealth Management Advisory Board, DePaul University
- Personal Interests: Hiking in the Mountains, English Mystery Novels, baking (anything really!) and the NYT Spelling Bee
Shannon Morris
Assistant Vice President, Client Operations
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.
Prior to Gresham, Shannon worked as an account administrator for Alternative Investments at Millennium Trust Company, LLC.
- B.A., Economics, Northern Illinois University
- Personal Interests: Family, Notre Dame football and running
Robert Nanney
Chief Compliance Officer
Robert joined Gresham as Chief Compliance Officer in 2020. He is responsible for the firm’s compliance and information security programs.
Prior to joining Gresham, Robert was chief compliance officer and general counsel for Chicago Equity Partners, LLC. He has over 12 years of experience in a legal and compliance capacity with various investment advisory firms.
- B.A., cum laude, English, Loyola University Chicago
- J.D., Loyola University Chicago
- Personal Interests: Family, music, reading and running
Ted Neild
Partner, Chief Executive Officer & Chief Investment Officer
Ted serves as the firm’s Chief Executive Officer 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 principles and practices that have failed investors, particularly during the most difficult market environments. In his role as Chief Executive Officer, Ted is responsible for establishing Gresham's strategic direction and chairing its Operating Committee.
Prior to Gresham, Ted served as chief investment officer at Nuveen Asset Management where he was responsible for the firm’s investment activity. In addition to his investment responsibilities, Ted held several positions during his 16 years at Nuveen, including director of corporate strategy and development, and managing director of research and risk management.
- B.B.A., Finance and Computer Information Systems, University of Michigan
- M.B.A., Finance, Northwestern University Kellogg School of Management
- Chartered Financial Analyst®
- Member, Economic Club of Chicago
- Member, CFA® Society of Chicago
- Personal Interests: Frustrated golfer, improving backgammon player and escapist reader
Alexandra Nelson
Senior Client Service Associate
Alexandra joined Gresham in 2019. As a member of the client service team, Alexandra works with directly with Advisors to provide high net worth families with comprehensive wealth management solutions.
Prior to joining Gresham, Alexandra worked for five years as an associate at Brownson, Rehmus, & Foxworth.
- Certified Financial PlannerTM
- B.S., Chemistry-Business, University of Notre Dame
- M.S., Biotechnology and Business, University College Dublin
- M.B.A., Finance and Economics, University of Chicago Booth School of Business
- Personal Interests: Running, sports, traveling, cooking and being a mom
Ryan Nelson
Custodian Operations Analyst
Ryan joined Gresham in 2021 as a Custodian Operations Analyst. He works with both the Client Service and Operations Teams, as well as acts as a designated contact between the custodian and Gresham.
Prior to joining Gresham, Ryan attended the University of Wisconsin-Madison where he studied Economics, received a Certificate in Business and completed the CFP-certified program.
- B.S., Economics, University of Wisconsin-Madison
- Personal Interests: Traveling, skiing, woodworking and cheering on Wisconsin sports teams
Nicole Perkins
Partner & Director of Client Experience & Development
Nicole leads Gresham’s client experience and development efforts and serves on Gresham’s Operating Committee. In this capacity, she is responsible for developing and enhancing client relationships and driving the firm’s marketing strategy. Nicole draws on over 30 years of experience serving as an attorney and senior executive in trust, investment, wealth management and family office advisory firms, and as a personal advisor to wealthy individuals and families.
Prior to Gresham, Nicole served as an Executive Vice President of the PNC Financial Services Group and as the Managing Executive of Hawthorn, PNC Family Wealth. Previously, she served as Director of Fiduciary Services at Hawthorn and provided wealth management advice to ultra-high net worth clients. Nicole began her career in the advertising industry with D’Arcy Masius Benton and Bowles in New York City. As the daughter of family business owners, early in her career she assumed responsibility for managing the family’s restaurant, jazz club and real estate business, also located in New York City. Later she practiced law in high profile law firms in Philadelphia until she established and ran her own trust and estate legal practice for nearly a decade.
As a speaker and writer, Nicole addresses a broad range of financial topics, as well as her unique experiences as a black female executive in the financial industry. Nicole is the author of Truly Rich: An Insider’s Guide to Building Financial and Emotional Wealth. Nicole’s written work has been featured in Financial Advisor IQ, Philadelphia Business Journal, Advisor Magazine, and Fairygodboss.com. Her speaking engagements have included Bloomberg Radio, Financial Planning Association National Conference, the Forum for Executive Women among others.
Nicole has been actively involved over the past 30 years in community projects and issues affecting the underserved in the areas of education, legal advocacy and social justice.
- B.A., Communications, University of Pennsylvania, Annenberg School of Communications
- J.D., University of Pennsylvania Law School
- Member and Leadership Symposium Co-Chair of the Forum of Executive Women
- Board Member and Finance Committee Chair of The Kimmel Center for the Performing Arts
- Board Member and Investment Committee Member of The Philadelphia Orchestra
Publications
- Truly Rich: An Insider’s Guide to Building Financial and Emotional Wealth, 2021
- Viewpoint: When it’s Hard to Speak, Find the Courage to Listen, Philadelphia Business Journal, February 2021
- Stewarding Family Well-Being And Financial Well-Being Through Generations, Advisor Magazine, November 2019
- Slow Down and Listen When Clients Come into Wealth, Financial Advisor IQ, 2018
Recognition
- Philadelphia Business Journal, Power Women in Finance, 2019
- Financial Planning Magazine, Top Ten Women in Asset Management Awards, 2018
- American Banker, Five Leaders Who Made a Big Impact and Fast, 2017
- Barron’s Penta Magazine, Family Lessons Learned, featured article, 2017
- Philadelphia Business Journal, Minority Business Leader Award, 2016
- Savoy Magazine, Top Influential Women in Corporate America, 2016
- Profiles in Diversity Journal, Women Worth Watching, 2016
- Private Asset Management Magazine, 50 Most Influential Women in Private Wealth, 2016
Christina Pucek
Advisor
As an Advisor, Christina is responsible for providing integrated wealth management services solutions to a select group of Gresham families. She provides advice on estate, wealth transfer and philanthropic planning to clients and helps them achieve their long-term financial and charitable goals, including transitioning through key life events.
Prior to joining Gresham, Christina worked at UBS Financial Services, Inc. as a client service associate.
- B.S., Finance and Mathematics, DePaul University
- CERTIFIED FINANCIAL PLANNER™
- Personal Interests: Traveling, family and baking
Michelle Quinn
Senior Client Service Associate
Michelle joined Gresham in 2021 as an Associate on the Client Service Team. She works directly with Advisors to provide high-net-worth families with comprehensive wealth management solutions.
Prior to joining Gresham, Michelle worked at Zuckerman Investment Group for three years as a relationship management associate.
- B.A., Economics, University of Wisconsin-Madison
- Personal Interests: Family, working out and reading
Emma Rademaker
Executive Assistant to the Wealth Strategy Team
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.
Prior to joining Gresham, Emma was a marketing associate for Institutional Capital.
- B.S., Business Management, State University of New York College at Buffalo
- Personal Interests: Gardening vegetables, spending time with my two kids, drinking wine
Emily Reinke
Assistant Vice President, Client Operations
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.
Before joining Gresham, Emily studied finance and statistics at Iowa State University.
- B.S., Finance, Iowa State
- Personal Interests: Traveling across the globe, cooking and enjoying live music
Bailey Reisman
Client Service Associate
Bailey joined Gresham in 2022 as an Associate on the Client Service Team. He works directly with Advisors to deliver comprehensive wealth management solutions for high-net-worth families.
Prior to joining Gresham, Bailey has held various positions in the Financial Services industry, most recently with Goldman Sachs in their Asset Management division.
- B.S., Consumer Economics and Finance, University of Illinois
- CERTIFIED FINANCIAL PLANNER™
- Personal Interests: Watching Marvel movies, playing golf and cheering on the Chicago White Sox
Nate Rezin
Senior Client Service Associate
Nate joined Gresham in 2017 as an Associate on the Client Service Team. He works directly with Advisors to deliver comprehensive wealth management solutions for high net worth families.
Prior to joining Gresham, Nate worked at AMG National Trust Bank for five years as a financial analyst helping high net worth clients achieve their long-term financial goals.
- B.S., Financial Planning, University of Illinois
- Personal Interests: Reading, golfing and cheering on the Green Bay Packers
Joe Richardson
Partner & Manager of Investment Operations and Finance
Joe oversees all aspects of investment operations including tax, legal, audit, administration and banking. In addition, Joe manages and executes the firm’s financial and ownership activities. Joe joined Gresham in 2001 as an Associate, became Controller in 2007 and Director of Investment Operations and Finance in 2020.
Prior to Gresham, Joe spent three years in the family office of Henry Crown and Company, responsible for tax accounting and tax filing.
- B.B.A., Accounting, Loyola University Chicago
- Certified Public Accountant®
- Personal Interests: Family, fitness and sports
Nicolas Rosas
Investment Operations Analyst
Nicolas joined Gresham in 2022 as an Investment Operations Analyst. He is responsible for supporting the Investment Operations team in the valuation process of our partnerships, as well as helping with manager and partnership activity.
Prior to joining Gresham, Nicolas attended school at the University of Iowa; where he studied finance and Spanish.
- B.A., Finance, University of Iowa
- Personal Interests: Tennis, golf, travel and cooking
David Salsburg
Partner, Founder & President
David is one of Gresham’s founders and oversees the firm’s client service offering, advises client families and serves on Gresham’s Operating Committee. As Director of Client Service, David oversees the firm’s Client Service Team members to ensure they utilize best practices and that their delivery of the firm’s services is consistent across all clients.
In his client advisory role, David serves current and retired CEOs of public companies and he is intimately familiar with the particular issues they face. David uses his expertise and experience regarding compensation and benefits plans, wealth transfer planning and investments to benefit his clients, many of whom he has served for over 20 years.
Prior to Gresham, David advised high-net-worth clients at Brownson, Rehmus & Foxworth, Inc., and served as a senior manager in Ernst & Young’s personal financial planning group.
- B.A., Psychology, University of Pennsylvania College of Arts and Sciences
- B.S., Marketing, The Wharton School of the University of Pennsylvania
- M.B.A., Finance and International Business, Northwestern University Kellogg School of Management
- Personal Interests: Travel, theater and collecting wine
Jennifer Scalise
Vice President, Investment Operations
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.
Prior to Gresham, Jennifer was an assistant controller at Alpha Capital Partners, responsible for financial accounting and reporting. She was also a tax accountant at American Express Tax and Business Services and a financial services tax accountant at Arthur Andersen & Co.
- B.S., Accounting, University of Illinois-Chicago
- Certified Public Accountant
- Personal Interests: Travel, Yoga, Hiking, photography and digital scrapbooking
Greg Schneiderman
Partner, Senior Investment Strategist & Advisor
Greg serves as an Advisor to client families and works closely with the Investment Team to facilitate the communication of key investment themes, asset allocation concepts, portfolio implementation strategies and performance results. Greg brings over 15 years of investment experience focused primarily on alternative investment strategies, having served as a portfolio manager and senior investment research professional.
Throughout his career, Greg has also spent considerable time working with clients, providing education on various market themes and investment strategies, and creating customized portfolio solutions, mainly through the use of hedge funds and other hedging techniques.
Prior to joining Gresham in 2016, Greg was most recently a portfolio manager with Aurora Investment Management, a Chicago based fund-of-hedge funds firm. Before joining Aurora, Greg held senior investment research positions within the wealth management division of Guggenheim Partners and with Morgan Stanley Alternative Investment Partners. Greg began his career in investment banking at A.G. Edwards & Sons where he focused on private placement transactions and private equity investments.
- B.S.B.A., Accounting and Finance, Washington University in St. Louis
- Chartered Financial Analyst®
- Certified Private Wealth Advisor® (CPWA®)
- Member, CFA® Society of Chicago
- Personal Interests: Outdoor enthusiast, exploring new places and bowling a 300 game
Erica Simios
Client Service Associate
Erica joined Gresham in 2023 as an Associate on the Client Service Team. She works directly with Advisors to provide high-net-worth families with comprehensive wealth management solutions.
Prior to joining Gresham, Erica worked at Savant Wealth Management as a Wealth Transfer Specialist, analyzing high-net-worth clients’ estate plans. She also worked as a Client Service Associate at Savant and Huber Financial Advisors as well.
- B.A., Finance & Marketing – Professional Sales, Illinois State University
- Personal Interests: Fitness, Music, PAWS Chicago, and exploring everything Chicago has to offer.
Joe Simpson
Partner & Portfolio Manager
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.
Prior to joining Gresham, Joe was a vice president in the Private Banking and Investment Group at Merrill Lynch, developing asset allocation, portfolio construction and manager selection strategies for the firm’s largest advisory groups.
- B.S., Finance, University of Denver
- M.B.A., Finance and International Business, University of Michigan Business School
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst®
- Member, CFA® Society of Chicago
- Personal Interests: International travel, enjoying the mountains and reading non-fiction
Cara Stenslik
Client Service Associate
Cara joined Gresham in 2023 as an Associate on the Client Service Team. She works directly with Advisors to provide high-net-worth families with comprehensive wealth management solutions.
Prior to joining Gresham, Cara spent the last five years with Cerity Partners LLC as Senior Associate. In this role, she was responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals and families. Prior to Cerity Partners LLC, Cara worked at United Capital Financial Advisers LLC for over three years as Client Service Manager. In this role, she handled day-to-day client relationship needs and provided operational support.
- B.A., Economics, University of Illinois at Urbana-Champaign
- CERTIFIED FINANCIAL PLANNER™
- Personal Interests: Traveling, pilates and being a dog mom
Amber Stewart
Partner & Advisor
As a Partner and Advisor, Amber is responsible for providing integrated wealth management services solutions to a select group of Gresham families, many of which include multiple generations. She provides extensive estate, wealth transfer and philanthropic planning advice to clients and helps them achieve their long-term financial and charitable goals. Amber also assists clients in transitioning through key life events and focuses on next generation education.
Prior to joining Gresham, Amber spent seven years at J.P. Morgan, primarily working with business owners and law firm partners.
- B.A., Psychology, DePauw University
- M.S., Wealth Management, DePaul University
- CERTIFIED FINANCIAL PLANNER™
- Personal Interests: Attending outdoor concerts, spoiling four adorable godchildren and surviving barre class
Leisa Storbeck
Partner, Practice Leader: Professional Investors / Corporate Executives & Advisor
Leisa is responsible for delivering Gresham’s integrated wealth management services to a select group of families and business leaders. She helps her clients navigate and surmount the challenges associated with retirement planning, income tax planning and estate planning by applying a highly disciplined approach characterized by attentiveness to detail. Leisa is skilled at building meaningful relationships with younger generations and is often tapped by wealthy families to educate their children about the complexities of inherited wealth.
Prior to Gresham, Leisa worked at Deloitte & Touche where she advised high net worth individuals.
- B.S., Accounting and Finance, Ohio University
- M.B.A., Finance, DePaul University
- CERTIFIED FINANCIAL PLANNER™
- Personal Interests: Family, gardening and travel
Sonia Styrczula
Business Intelligence Developer
Sonia joined Gresham in 2021 as a Business Intelligence Developer. Her responsibilities include developing, deploying and maintaining BI interfaces.
Prior to joining Gresham in this role, Sonia worked as a Jr. Business Intelligence Developer for Ozinga using software tools, data analytics, and strategy to provide actionable information to end-users to make informed business decisions.
- B.S.; Informational Systems and Information Security & Risk Management, Lewis University
- Personal Interests: Breakfast Connoisseur, passport stamp collector and OTF fitness fanatic
Kimberly Tsarpalas
Client Service Associate
Kimberly joined Gresham in 2019 as an Associate on the Client Service Team. She works directly with Advisors to provide comprehensive wealth management solutions to high-net-worth families.
Prior to joining Gresham, Kimberly worked at PricewaterhouseCoopers, LLP (PwC) for two years where she prepared individual, trust, gift and estate tax returns for high net worth families, Private Equity firms, and corporate executives.
- B.S., Business: Accounting, Finance, Entrepreneurship & Corporate Innovation with distinction and departmental honors, Indiana University – Kelly School of Business
- Certified Public Accountant
- Member, American Institute of Certified Public Accountants
- Personal Interests: Disney, boating, piano and tuba playing, baking and event planning
Sean Warrington
Partner & Portfolio Manager
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.
Prior to joining Gresham, Sean served as co-head of private markets for the Alfred I. duPont Charitable Trust, a $6.5 billion foundation based in Jacksonville, FL.
- B.A., Finance, University of Florida
- M.B.A., Rollins College
- Chartered Financial Analyst®
- Member, CFA® Society of Chicago
- Personal Interests: Esports enthusiast, reading speculative/science fiction and morning workouts
Kyra Welciek
Senior Investment Operations Business Analyst
Kyra joined Gresham in 2021 as an Investment Operations Business Analyst. She works closely with Gresham’s Investment team and Investment Operations team to process investments and respond to requests from Gresham’s investment managers. She also works with Gresham’s Manager of Investment Operations and Finance to improve business processes and monitor transactions within Gresham’s partnerships.
Prior to joining Gresham, Kyra worked as a business analyst in the Project Management Office at Jenner & Block, LLP.
- B.S., Molecular Biology with a Minor in Bioethics, Loyola University Chicago
- Personal Interests: Baking, watching Chicago sports, hiking and visiting national parks
Tom Yeoh
Investment Analyst
Tom joined Gresham in 2022 as an Investment Analyst, where he is responsible for manager due diligence, portfolio monitoring and performance analytics.
Prior to joining Gresham, Tom was an Investment Associate at the University of Oregon Foundation, where he assisted with manager due diligence and was responsible for cash flow and liquidity projections.
- B.S., Economics and Business Administration, University of Oregon
- M.S., Finance, University of Oregon
- Personal Interests: Playing classical piano, reading non-fiction while sipping espresso and enjoying a good game of squash
Irene Zhang
Investment Officer
Irene joined Gresham in 2020, where she serves as an Investment Associate on the Investment Team focusing on private market investment strategies. Her responsibilities include manager search, research, due diligence, execution and portfolio monitoring.
Prior to joining Gresham’s Investment Team, Irene was a senior associate in PwC’s Deals practice, helping clients navigate complex accounting issues during M&A transactions.
- B.S., Accounting, University of Illinois at Urbana – Champaign
- M.A.S., Accounting with Concentration in Finance, University of Illinois at Urbana – Champaign
- Chartered Financial Analyst®
- Personal Interests: Board gamer, outdoor adventurer and enthusiastic foodie
Gresham Partners LLC
333 West Wacker Drive Suite 700
Chicago, Illinois 60606
312 327 5020
info@greshampartners.com
©2023 Gresham Partners LLC. All Rights Reserved.
