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
Deb Bailey
Technology Coordinator & Project Manager
Kim Baker
Kim Baker
Client Service Coordinator
Ben Beavers
Ben Beavers
Principal, Chairman & Founder
Erin Blaszkiewicz
Erin Blaszkiewicz
Investment Team & Strategic Initiatives Administrative Coordinator
Matt Bonaguidi
Matt Bonaguidi
Principal & Advisor
Colleen Carik
Colleen Carik
Investment Team Coordinator
Les Carter
Les Carter
Advisor
Alex Chamberlin
Alex Chamberlin
Investment Operations Associate
David Colton
David Colton
Principal & Advisor
Noelle Cruz
Noelle Cruz
Marketing & Business Development Associate
Steve Czocher
Steve Czocher
Manager, Family Office Services
Ken Davis
Ken Davis
Principal, Chief Operating Officer & Chief Compliance Officer
Daniella Flemings
Daniella Flemings
HR Compliance Associate
Rachel Gee
Rachel Gee
Operations Analyst
Kayla Green
Kayla Green
Administrative Assistant
Justin Gullman
Justin Gullman
Advisor
Melissa Harkenrider
Melissa Harkenrider
Office Coordinator
Wally Head
Wally Head
Principal & Vice Chairman
Marge Hembree
Marge Hembree
Executive Assistant
Tim Joeng
Tim Joeng
Consultant & Investment Committee Member
Bob Kairis
Bob Kairis
Client Operations Manager
Kim Kamin
Kim Kamin
Principal, Chief Wealth Strategist & Advisor
Coco Li
Coco Li
Investment Officer
Steve Loman
Steve Loman
Investment Officer
Allison Lurie
Allison Lurie
Manager, Client Service
Joe Marrin
Joe Marrin
Investment Associate
Jeanne Masa
Jeanne Masa
Project Portfolio Manager/BPI Lead
Vinod Mathew
Vinod Mathew
Assistant Controller
Lee Morava
Lee Morava
Principal & Advisor
Shannon Morris
Shannon Morris
Senior Operations Analyst
Ted Neild
Ted Neild
Principal, President & Chief Investment Officer
Shafer Nelson
Shafer Nelson
Custodian Operations Analyst
Alexandra Nelson
Alexandra Nelson
Associate
Christina Pucek
Christina Pucek
Associate
Emma Rademaker
Emma Rademaker
Client Service Coordinator
Emily Reinke
Emily Reinke
Custodian Operations Analyst
Nate Rezin
Nate Rezin
Associate
Joe Richardson
Joe Richardson
Controller
Kamil Rozwadowski
Kamil Rozwadowski
Operations Analyst
David Salsburg
David Salsburg
Principal, Founder & Director of Client Service
Jennifer Scalise
Jennifer Scalise
Senior Investment Operations Analyst
Suzanne Schiff
Suzanne Schiff
Investor Relations Associate
Greg Schneiderman
Greg Schneiderman
Principal, Senior Investment Strategist & Advisor
Toufik Simo
Toufik Simo
Business Intelligence Analyst
Joe Simpson
Joe Simpson
Principal & Portfolio Manager
Nikki Smith
Nikki Smith
Associate
Amber Stewart
Amber Stewart
Advisor
Leisa Storbeck
Leisa Storbeck
Principal & Advisor
Kimberly Tsarpalas
Kimberly Tsarpalas
Associate
Sean Warrington
Sean Warrington
Principal & Portfolio Manager
Jeff Wille
Jeff Wille
Associate
[{"id":650,"name":"Deb Bailey","name_slug":"deb-bailey","content":"Deb\u2019s 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.","bio_hidden":"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.","job_title":"Technology Coordinator & Project Manager","additional_info":"<ul>\n<li>B.S., Accounting, University of Illinois at Urbana-Champaign<\/li>\n<li>M.B.A., Personnel Management, DePaul University<\/li>\n<li>Certified Public Accountant<\/li>\n<li>Personal Interests: Weekend bicycle rides, beginner yoga, discovering local coffee shops, reading essays and short stories and enjoying my grandkids<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/DeboraBailey-7B-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/DeboraBailey-7B-800x1000.png","photo_class":"","related_posts":[]},{"id":652,"name":"Kim Baker","name_slug":"kim-baker","content":"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.","bio_hidden":"Prior to joining Gresham, Kim was an accounts payable representative and expense auditor for Navigant Consulting.","job_title":"Client Service Coordinator","additional_info":"<ul>\n<li>B.A., Theater Arts, Palm Beach Atlantic University<\/li>\n<li>Personal Interests: Theater and visual arts, visiting Florida in the winter and working my way through the continents<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KimBaker-2-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KimBaker-2-800x1000.png","photo_class":"","related_posts":[]},{"id":311,"name":"Ben Beavers","name_slug":"ben-beavers","content":"One of Gresham\u2019s 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\u2019s 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 and he is a member of Gresham\u2019s Operating Committee.","bio_hidden":"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\u2019s largest clientele and was instrumental in establishing and supervising many of the firm\u2019s 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\u2019s $600 million no-load mutual fund group. Ben also served as a lieutenant in the U.S. Army.","job_title":"Principal, Chairman & Founder","additional_info":"<ul>\n<li>B.S., Industrial Administration, University of Illinois<\/li>\n<li>M.B.A., Finance and Marketing, University of Illinois<\/li>\n<li>J.D., DePaul University<\/li>\n<li>Member, Board of Trustees of the Miami Foundation<\/li>\n<li>Personal Interests: Fitness, reading, travel and Gresham\u2019s clients<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/BenBeavers-54-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/BenBeavers-54-800x1000.png","photo_class":"","related_posts":[]},{"id":8325,"name":"Erin Blaszkiewicz","name_slug":"erin-blaszkiewicz","content":"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 our Vice Chairman, Wally Head.","bio_hidden":"Prior to joining Gresham, Erin worked with Clune Construction both as a project accountant and accounts receivable coordinator.","job_title":"Investment Team & Strategic Initiatives Administrative Coordinator","additional_info":"<ul>\n<li>B.A. Theatre Arts, Columbia College Chicago<\/li>\n<li>Personal Interests: Singing, animals, traveling and hiking<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/Erin.Blaskiewicz-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/Erin.Blaskiewicz-800x1000.png","photo_class":"","related_posts":[]},{"id":292,"name":"Matt Bonaguidi","name_slug":"matt-bonaguidi","content":"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\u2019s extensive estate, wealth transfer and philanthropic planning services.","bio_hidden":"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\u2019s planning advice and counsel has helped limit the family\u2019s financial risk to the business and increased assets for future generations.\r\n\r\nPrior to joining Gresham just after it was formed in 1997, Matt worked at KPMG LLP where he advised Fortune 500 CEOs and their families.","job_title":"Principal & Advisor","additional_info":"<ul>\n<li>B.S., Accounting, University of Illinois<\/li>\n<li>J.D., Chicago-Kent College of Law<\/li>\n<li>Certified Public Accountant<\/li>\n<li>Personal Financial Specialist\u2122<\/li>\n<li>Professional Advisory Committee, Chicago Community Trust<\/li>\n<li>Member, Chicago Estate Planning Council<\/li>\n<li>Personal Interests: Family, golf, fishing, skiing and Chicago sports teams<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/MattBonaguidi-15B-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/MattBonaguidi-15B-1-800x1000.png","photo_class":"","related_posts":[]},{"id":633,"name":"Colleen Carik","name_slug":"colleen-carik","content":"Colleen joined Gresham in 2011 as Executive Assistant to Ben Beavers, Chairman and Founder. In 2012, Colleen expanded her role as the Investment Team Coordinator, where she is responsible for managing and coordinating logistics for the team as well as supporting the work with new and existing managers.","bio_hidden":"Prior to joining Gresham, Colleen spent three years as an executive assistant at Russell Reynolds Associates. Previously, Colleen spent over 15 years in the finance industry as executive assistant to the executive vice president in Commercial Lending at LaSalle Bank, and executive assistant to the Financial and Agriculture Brokerage Team at Merrill Lynch.","job_title":"Investment Team Coordinator","additional_info":"<ul>\n<li>Personal interests: Cooking and entertaining with friends and family, and a fine glass of wine around a fire<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/ColleenCarik-25-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/ColleenCarik-25-1-800x1000.png","photo_class":"","related_posts":[]},{"id":293,"name":"Les Carter","name_slug":"les-carter","content":"Les works as an Advisor to provide Gresham families with solutions to wealth management issues. He uses his quantitative, tax and estate planning background to help clients achieve their long-term financial, wealth transfer and philanthropic goals.","bio_hidden":"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.","job_title":"Advisor","additional_info":"<ul>\n<li>B.A., Mathematics and Philosophy, University of Scranton<\/li>\n<li>M.S., Mathematics, Vanderbilt University<\/li>\n<li>J.D., University of Chicago<\/li>\n<li>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<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/LesCarter-2-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/LesCarter-2-1-800x1000.png","photo_class":"","related_posts":[]},{"id":637,"name":"Alex Chamberlin","name_slug":"alex-chamberlin","content":"Alex joined the Investment Team in 2015. He recently graduated from Illinois State University, where he studied Finance and Accounting.","bio_hidden":"Alex was also involved with the American Marketing Association while at Illinois State. Alex is responsible for handling performance information and manager databases.","job_title":"Investment Operations Associate","additional_info":"<ul>\n<li>B.S., Finance, Illinois State University<\/li>\n<li>Personal Interests: Golf, fishing and movies<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/AlexChamberlin-25-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/AlexChamberlin-25-800x1000.png","photo_class":"","related_posts":[]},{"id":294,"name":"David Colton","name_slug":"david-colton","content":"As a former attorney with ShawPittman, and a CPA with PriceWaterhouseCoopers and Ernst & Young\u2019s 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\u2019s transition from a partnership to the publicly traded corporation, Accenture.","bio_hidden":"Prior to joining Gresham, David 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\u2019s related family office. Most recently, he was a vice president and lead advisor at Neuberger Berman\u2019s Boston office where he managed some of the firm\u2019s largest relationships. In addition to his client responsibilities, David supervises Gresham\u2019s relationships with CPA firms across the country.","job_title":"Principal & Advisor","additional_info":"<ul>\n<li>B.S., Accounting, University of Maryland<\/li>\n<li>J.D., cum laude, University of Baltimore School of Law<\/li>\n<li>LL.M., Taxation, New York University School of Law<\/li>\n<li>Certified Public Accountant (inactive)<\/li>\n<li>CERTIFIED FINANCIAL PLANNER\u2122<\/li>\n<li>Personal Interests: Amateur trail hiker, watching my daughter rock climb, coaching youth hockey and TRX Suspension Training<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/DavidColton-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/DavidColton-1-800x1000.png","photo_class":"","related_posts":[{"url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/GP-Fiduciary-Standard-Debate-FINAL-1.pdf","title":"Gresham Partners Weighs in on the Fiduciary Standard Debate"}]},{"id":651,"name":"Noelle Cruz","name_slug":"noelle-cruz","content":"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\u2019s website; and, responding to surveys and other requests for information.","bio_hidden":"Prior to joining Gresham, Noelle worked at the American Bar Association as a marketing specialist for its Senior Lawyers Division.","job_title":"Marketing & Business Development Associate","additional_info":"<ul>\n<li>B.A., English, Florida International University<\/li>\n<li>Personal Interests: Creating overly detailed itineraries for world expeditions, seven-member K-pop groups and amateur culinary explorer<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/NoelleCruz-48-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/NoelleCruz-48-800x1000.png","photo_class":"","related_posts":[]},{"id":620,"name":"Steve Czocher","name_slug":"steve-czocher","content":"As Manager of Family Office Services, Steve helps deliver integrated wealth management solutions to single and multi-generational families, and he assists families who are transitioning from having their own family office to being served by Gresham. Steve also coordinates our Client Service Team\u2019s activities with our Operations Team and supervises activities of our Associates.","bio_hidden":"Steve has over 18 years of experience in the financial services industry. Before joining Gresham, Steve was responsible for investment analysis, reporting and asset allocation for high net worth clients at S4 Capital. Prior to S4 Capital, Steve was a senior registered account administrator at Wachovia Securities.","job_title":"Manager, Family Office Services","additional_info":"<ul>\n<li>B.S., Finance, Illinois State University<\/li>\n<li>M.B.A., Finance, Loyola University Chicago<\/li>\n<li>Member, CFA\u00ae Institute Chicago<\/li>\n<li>Member, CFA\u00ae Society of Chicago<\/li>\n<li>CERTIFIED FINANCIAL PLANNER\u2122<\/li>\n<li>Chartered Financial Analyst\u2122<\/li>\n<li>Personal Interests: Music and volleyball<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/SteveCzocher-25-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/SteveCzocher-25-800x1000.png","photo_class":"","related_posts":[]},{"id":316,"name":"Ken Davis","name_slug":"ken-davis","content":"Ken joined Gresham as Chief Operating Officer in 2015. He is responsible for overseeing client operations, investment operations, technology, business process improvements and human resources. He is also a member of Gresham\u2019s Operating Committee. Ken\u2019s focus is to lead and consistently improve the operating functions of the firm in support of its investment and client service functions, with a view towards scalability and flexibility.","bio_hidden":"Prior to joining Gresham, Ken was founder and president of Isthmus Leadership, a management consulting firm specializing in execution. Previously, Ken served as a technology relationship manager for Jones Lang LaSalle, a principal and director of operations of Fourth Floor Consulting and a senior manager with Accenture.\r\n\r\nIn his nearly 25-year consulting career, Ken has worked with several financial service firms including Northern Trust, Chicago Board of Trade, Harbor Capital Advisors and BMW Financial Services.","job_title":"Principal, Chief Operating Officer & Chief Compliance Officer","additional_info":"<ul>\n<li>B.S., Electrical Engineering, University of Illinois at Urbana-Champaign<\/li>\n<li>Member, COO Forum, Chicago Chapter<\/li>\n<li>Personal Interests: Mountain biking, sailing, guitar and traveling with family<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KenDavis-16-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KenDavis-16-800x1000.png","photo_class":"","related_posts":[]},{"id":649,"name":"Daniella Flemings","name_slug":"daniella-flemings","content":"Daniella joined Gresham in 2017 as an HR Compliance Associate. In this role, she is responsible for Human Resources activities, including payroll, benefits administration and performance management. She also works directly with the Chief Compliance Officer to monitor compliance policies and security awareness training.","bio_hidden":"Prior to joining Gresham, Daniella worked as a supervisor of HR Administration at PLS Financial Services and as the HR and social media coordinator at Senior Lifestyle Corporation.","job_title":"HR Compliance Associate","additional_info":"<ul>\n<li>B.A., English Studies, Ball State University<\/li>\n<li>M.B.A., Human Resources Management, Lewis University<\/li>\n<li>Personal Interests: Cooking, traveling, family and friends<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/DaniellaFlemings-53-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/DaniellaFlemings-53-1-800x1000.png","photo_class":"","related_posts":[]},{"id":645,"name":"Rachel Gee","name_slug":"rachel-gee","content":"Rachel joined Gresham in 2018 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.","bio_hidden":"Prior to joining Gresham, Rachel worked as a valuation analyst for Collins Real Estate Advisors in Hinsdale, IL and as an international infrastructure consultant for Strategy International, LLC in London, United Kingdom.","job_title":"Operations Analyst","additional_info":"<ul>\n<li>B.A., Government and Politics & English, University of Maryland, College Park<\/li>\n<li>MSc, International Management, University of Exeter<\/li>\n<li>Personal Interests: Travel, Running, and Food<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/RachelGee-19-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/RachelGee-19-800x1000.png","photo_class":"","related_posts":[]},{"id":656,"name":"Kayla Green","name_slug":"kayla-green","content":"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.","bio_hidden":"Prior to Gresham, Kayla worked at BGBC Partners as an administrative assistant.","job_title":"Administrative Assistant","additional_info":"<ul>\n<li>B.S., Psychology, Illinois College<\/li>\n<li>Personal Interests: International travel, classical music and skydiving\/ziplining\/thrilling adventures<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KaylaGreen0049-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KaylaGreen0049-800x1000.png","photo_class":"","related_posts":[]},{"id":295,"name":"Justin Gullman","name_slug":"justin-gullman","content":"Justin is responsible for delivering Gresham\u2019s integrated wealth management services to families, business owners, and executives. He leverages his expertise in investments and wealth transfer planning to advise clients on achieving their personal, philanthropic and financial objectives. As an Advisor, Justin works closely with multiple generations of family members when dealing with the complexities of inherited wealth.","bio_hidden":"Prior to joining the Gresham, Justin advised high-net-worth families at J.P. Morgan Private Bank.","job_title":"Advisor","additional_info":"<ul>\n<li>B.A., Finance, DePaul University<\/li>\n<li>M.B.A., Economics and Finance, University of Chicago Booth School of Business<\/li>\n<li>Personal Interests: Space science and exploration, Japanese omakase and the Never Ending Struggle (a\/k\/a golf)<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JustinGullman-48-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JustinGullman-48-800x1000.png","photo_class":"","related_posts":[]},{"id":8329,"name":"Melissa Harkenrider","name_slug":"melissa-harkenrider","content":"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.","bio_hidden":"Prior to joining Gresham, Melissa worked as member services manager at the Chicago Yacht Club.","job_title":"Office Coordinator","additional_info":"<ul>\n<li>Personal Interests: Animals, art, cars, college basketball and concerts<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/MelissaHarkenider-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/MelissaHarkenider-800x1000.png","photo_class":"","related_posts":[]},{"id":297,"name":"Wally Head","name_slug":"wally-head","content":"Wally leads Gresham\u2019s strategic initiatives to grow the business and raise the firm\u2019s national visibility, and he serves as a senior advisor to families and their related entities. Wally draws on over 35 years of experience serving as a senior executive in trust, investment, wealth management and family office advisory firms, and as a personal advisor to wealthy individuals and families. As the founder of Personal Fiduciary Advisors, LLC (\u201cPFA\u201d), now a subsidiary of Gresham, Wally provided unconflicted consulting services to wealthy families, family offices, banks and investment advisors.","bio_hidden":"Prior to establishing PFA, Wally was chief executive officer of wealth management at The PrivateBank and Trust Company, in Chicago, where he also served as a member of the Bank\u2019s executive committee and board of directors, and chairman of its trust committee. Previously, Wally was co-owner and president of Family Office Exchange, LLC, a managing director of Sanford C. Bernstein & Co., and a tax partner and national director with Arthur Andersen & Co.\r\n\r\nWally has served as a Trustee and Board officer of non-profit organizations, and he is the lead independent member of distribution and investment committees of a family private trust company.","job_title":"Principal & Vice Chairman ","additional_info":"<ul>\n<li>B.A., Political Science, Westminster College (Missouri)<\/li>\n<li>M.B.A., University of Missouri<\/li>\n<li>J.D., University of Missouri<\/li>\n<li>Advisory Board Member, The UHNW Institute<\/li>\n<li>Founder, Private Wealth Advisors Study Group<\/li>\n<li>Past-Chair, Board of Trustees, Westminster College<\/li>\n<li>Past-Vice Chair and Honorary Trustee, John G. Shedd Aquarium<\/li>\n<li>Member, Chicago Estate Planning Council<\/li>\n<li>Member, AICPA<\/li>\n<li>Member, American, Chicago and other Bar Associations<\/li>\n<li>Personal Interests: Farming in Missouri, philanthropy focused on educating and inspiring young people and embracing change<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/WallyHead-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/WallyHead-1-800x1000.png","photo_class":"","related_posts":[{"url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/2019.8.19-WH-Presents-on-Profits-Interest-Structures.pdf","title":"Wally Head Presents on Profits Interest Structures"},{"url":"https:\/\/www.greshampartners.com\/kim-kamin\/how-trusts-impact-business-owners-creation-of-multigenerational-legacies\/","title":"How Trusts Impact Business Owners\u2019 Creation of Multigenerational Legacies"},{"url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/GP-Fiduciary-Standard-Debate-FINAL-1.pdf","title":"Gresham Partners Weighs in on the Fiduciary Standard Debate"}]},{"id":655,"name":"Marge Hembree","name_slug":"marge-hembree","content":"Marge joined Gresham Partners in 2014 as an Executive Assistant and a key member of its Client Service Team. Marge\u2019s responsibilities include providing support for Gresham Principals and the Client Service Team, assisting with the production of client meeting materials, and assisting Advisors and Associates with estate planning organization\/projects.","bio_hidden":"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.","job_title":"Executive Assistant","additional_info":"<ul>\n<li>Personal Interests: Family, reading and Scotland<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/MargeHembree-23-1_EDITS-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/MargeHembree-23-1_EDITS-1-800x1000.png","photo_class":"","related_posts":[]},{"id":631,"name":"Tim Joeng","name_slug":"tim-joeng","content":"Tim is a consultant to Gresham and serves as a member of its Investment Committee. Prior to establishing his own investment firm in 2019, Tim was a Principal and Portfolio Manager with Gresham, focusing on sourcing and vetting a wide range of private investments. Tim brings over 15 years of experience managing alternative and private fund portfolios in a wide range of investing environments.","bio_hidden":"Prior to Gresham, Tim managed private fund portfolios at Williams College\u2019s endowment and institutional single-family offices, including Capital Guidance. Tim started his finance career in 1997 as an Analyst at J.P. Morgan & Company.","job_title":"Consultant & Investment Committee Member","additional_info":"<ul>\n<li>B.S., Electrical Engineering, magna cum laude, Cooper Union<\/li>\n<li>M.S., Financial Engineering, Columbia University<\/li>\n<li>Personal Interests: Family, movies and reading<\/li>\n<\/ul>\n","photo_url":"","mobile_photo_url":false,"photo_class":" justify-content-center no-photo","related_posts":[]},{"id":642,"name":"Bob Kairis","name_slug":"bob-kairis","content":"Bob joined Gresham in 2014. He is responsible for overseeing client reporting and performance analysis, validating the integrity of data. Bob also leads an Operations group that works closely with the Client Service Team, developing process enhancements and improving scalability.","bio_hidden":"Prior to Gresham, Bob worked for the Northern Trust Corporation in Chicago. He brought to Gresham seven years of experience in management, transition reconciliations and product development.","job_title":"Client Operations Manager","additional_info":"<ul>\n<li>B.A., English, University of Illinois-Champaign<\/li>\n<li>Personal Interests: Astronomy, guitar and running<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/BobKairis-46B-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/BobKairis-46B-800x1000.png","photo_class":"","related_posts":[]},{"id":299,"name":"Kim Kamin","name_slug":"kim-kamin","content":"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.","bio_hidden":"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.\r\n\r\nKim 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).","job_title":"Principal, Chief Wealth Strategist & Advisor","additional_info":"<ul>\n<li>B.A., Psychology, Stanford University, with distinction and departmental honors<\/li>\n<li>J.D., University of Chicago Law School<\/li>\n<li>Adjunct Professor, Northwestern University Pritzker School of Law, awarded the William M. Trumbull Lectureship<\/li>\n<li>Fellow, American College of Trust and Estate Counsel<\/li>\n<li>Editorial Advisory Board, Trusts & Estates Magazine<\/li>\n<li>Professional Advisory Committees: Art Institute of Chicago, Goodman Theatre, Chicago Foundation for Women, Lurie Children\u2019s Hospital, and Chicago Community Trust<\/li>\n<li>Vice-President, Chicago Estate Planning Council<\/li>\n<li>Member, Economic Club of Chicago<\/li>\n<li>Personal Interests: Travel with family, Zumba and binge-watching Netflix<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KimKamin-54_EDITS_2-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KimKamin-54_EDITS_2-1-800x1000.png","photo_class":"","related_posts":[{"url":"https:\/\/www.greshampartners.com\/kim-kamin\/gresham-issues-estate-planning-alert\/","title":"Gresham Issues Estate Planning Alert"},{"url":"https:\/\/www.greshampartners.com\/kim-kamin\/adapt-old-strategies-to-fit-new-family-arrangements\/","title":"“Adapt Old Strategies to Fit New Family Arrangements\u201d"},{"url":"https:\/\/www.greshampartners.com\/kim-kamin\/a-time-for-creativity-and-action","title":"“A Time for Creativity and Action\u201d"}]},{"id":629,"name":"Coco Li","name_slug":"coco-li","content":"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.","bio_hidden":"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.","job_title":"Investment Officer","additional_info":"<ul>\n<li>B.B.A., Xi’an Jiaotong<\/li>\n<li>M.Phil., The Chinese University of Hong Kong Business School<\/li>\n<li>M.B.A., Northwestern University Kellogg School of Management<\/li>\n<li>Chartered Financial Analyst\u00ae<\/li>\n<li>Personal Interests: Tea ceremony, meditation and furry friends<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/CocoLi-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/CocoLi-1-800x1000.png","photo_class":"","related_posts":[]},{"id":628,"name":"Steve Loman","name_slug":"steve-loman","content":"Steve joined Gresham\u2019s Investment Team in 2008, where his responsibilities have evolved from performance analytics to a broader set of investment functions, including investment research and systems evaluation for the investment team\u2019s risk monitoring framework. Steve is actively involved in the sourcing and evaluation of prospective investments, as well as the ongoing monitoring of existing investments.","bio_hidden":"Steve joined Gresham in 2005, working on the Operations Team in various capacities. Prior to Gresham, Steve worked as an investment accountant at William Blair & Company and as a financial analyst at STRATTEC Security Corporation.","job_title":"Investment Officer","additional_info":"<ul>\n<li>B.B.A., Finance and Accounting, University of Wisconsin-Milwaukee<\/li>\n<li>M.B.A., Finance, DePaul University<\/li>\n<li>Chartered Financial Analyst\u00ae<\/li>\n<li>Member, CFA\u00ae Society of Chicago<\/li>\n<li>Personal Interests: Cycling, Green Bay Packers and Crossfit<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/SteveLoman-5-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/SteveLoman-5-800x1000.png","photo_class":"","related_posts":[]},{"id":621,"name":"Allison Lurie","name_slug":"allison-lurie","content":"As Manager of Client Service, Ali is responsible for developing, improving 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, Operations and Business Process Improvement teams, identifying new opportunities for making the firm better and more efficient. Ali also supervises the Associate team, which includes onboarding new Associates, ongoing training of all Associates and reinforcing Best Practices. In her Associate role, Ali works directly with Advisors to deliver integrated wealth management solutions for high-net-worth families.","bio_hidden":"Ali began her career at Gresham Partners in 2009 as a Marketing and Business Development Associate, managing firmwide branding initiatives to raise Gresham\u2019s national visibility and expand the firm\u2019s professional network and client base. Prior to joining Gresham, Ali worked at BMO Capital Markets.","job_title":"Manager, Client Service","additional_info":"<ul>\n<li>B.S., Administration, University of Colorado-Boulder<\/li>\n<li>Financial Planning Diploma Program, New York University<\/li>\n<li>Personal interests: Adventures abroad, skydiving and escape rooms<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/AllisonLurie-47B-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/AllisonLurie-47B-800x1000.png","photo_class":"","related_posts":[]},{"id":630,"name":"Joe Marrin","name_slug":"joe-marrin","content":"Joe serves as an Investment Associate, focusing on the firm\u2019s private equity, real estate, and natural resources investment programs. His responsibilities include manager search, research, due diligence, execution and portfolio monitoring. He holds the Chartered Financial Analyst\u00ae and Chartered Alternative Investment Analyst (CAIA\u00ae) designations.","bio_hidden":"Prior to joining Gresham\u2019s Investment Team in 2012, Joe worked in various capacities supporting Gresham\u2019s client service function, primarily tracking and reporting on client assets and investment portfolios.","job_title":"Investment Associate","additional_info":"<ul>\n<li>B.A., Economics, College of the Holy Cross<\/li>\n<li>Chartered Financial Analyst\u00ae<\/li>\n<li>Chartered Alternative Investment Analyst\u00ae<\/li>\n<li>Member, CFA\u00ae Society of Chicago<\/li>\n<li>Personal Interests: Reading, travel, writing songs and performing with his band<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JoeMarrin-28-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JoeMarrin-28-800x1000.png","photo_class":"","related_posts":[]},{"id":643,"name":"Jeanne Masa","name_slug":"jeanne-masa","content":"Jeanne joined Gresham in 2010, having spent over 14 years in the financial industry with experience in client service, operations and technology. She is responsible for managing Gresham\u2019s project portfolio, including coordinating the sequencing and execution of projects, creating project plans, maintaining project communication, analyzing and improving current business processes, and specifying\/maintaining systems solutions. She also provides guidance for quality assurance of client portfolio data and reports.","bio_hidden":"Jeanne was a Business Analyst Consultant prior to joining Gresham and held Series 7, 63, and 65 licenses during her years in the brokerage industry at Morgan Stanley and RBC Wealth Management.","job_title":"Project Portfolio Manager\/BPI Lead","additional_info":"<ul>\n<li>B.S., Computer Information Systems, DeVry University<\/li>\n<li>Certificate of Project Management, DePaul University<\/li>\n<li>Personal Interests: Floral design, jewelry making, photography, and reading<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JeanneMasa-164E-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JeanneMasa-164E-800x1000.png","photo_class":"","related_posts":[]},{"id":635,"name":"Vinod Mathew","name_slug":"vinod-mathew","content":"Vinod joined Gresham in 2014 as an Assistant Controller. He works closely with Gresham\u2019s Controller and Investment Team on overseeing investment operations, including legal reviews, compliance reporting, investment trades and special projects. He is also responsible for Gresham\u2019s financial reporting and managing external fund administration, tax, banking and audit relationships.","bio_hidden":"Prior to joining Gresham, Vinod worked as an associate accountant at private equity firm Muller & Monroe Asset Management, LLC in Chicago. He brought to Gresham over four years of experience in managing all phases of private equity back office functions, including financial reporting, analysis, cash management and audit.","job_title":"Assistant Controller","additional_info":"<ul>\n<li>B.S., Accounting, DePaul University<\/li>\n<li>M.B.A., Finance and Strategic Marketing, Northern Illinois University Business School<\/li>\n<li>Personal Interests: Family, Chicago Bulls and spreadsheets<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/VinMathew-23-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/VinMathew-23-1-800x1000.png","photo_class":"","related_posts":[]},{"id":300,"name":"Lee Morava","name_slug":"lee-morava","content":"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. Her client experience includes the sale of a large Chicago-based family business from the founder to his children, the retirement of a Fortune 500 CEO to entrepreneur status, and the successful integration of the second generation of a family into their family plan due to the untimely death of the first generation.","bio_hidden":"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\u2019s 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\u2019s delivery of private travel management services. Through her efforts as an associate member of the Donors Forum, Lee is also charged with growing Gresham\u2019s relationship with Chicago\u2019s philanthropic community.","job_title":"Principal & Advisor","additional_info":"<ul>\n<li>B.A., Economics, University of Michigan<\/li>\n<li>M.B.A., Finance, Northwestern University Kellogg School of Management<\/li>\n<li>American Bankers Association National Trust School<\/li>\n<li>Wealth Management Advisory Board, DePaul University<\/li>\n<li>Personal Interests: Mountain lover and frustrated macaron baker<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/LeeMorava-22-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/LeeMorava-22-1-800x1000.png","photo_class":"","related_posts":[]},{"id":644,"name":"Shannon Morris","name_slug":"shannon-morris","content":"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.","bio_hidden":"Prior to Gresham, Shannon worked as an account administrator for Alternative Investments at Millennium Trust Company, LLC.","job_title":"Senior Operations Analyst","additional_info":"<ul>\n<li>B.A., Economics, Northern Illinois University<\/li>\n<li>Personal Interests: Family, Notre Dame football and running<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/ShannonMorris-29-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/ShannonMorris-29-800x1000.png","photo_class":"","related_posts":[]},{"id":309,"name":"Ted Neild","name_slug":"ted-neild","content":"Ted serves as the firm\u2019s President and Chief Investment Officer. In his role as CIO, Ted chairs Gresham\u2019s Investment Committee and leads its Investment Team, which establishes investment themes, identifies opportunities that fit within the firm\u2019s Risk Conscious\u00ae investment approach and sources select investment managers located globally, many of whom are difficult for new investors to access. Ted also shapes the firm\u2019s views on the limitations of commonly accepted investment practices, particularly those that have failed investors during the most difficult market environments. In his role as President, Ted is responsible for setting and leading Gresham\u2019s strategic direction and chairs its Operating Committee.","bio_hidden":"Prior to Gresham, Ted served as chief investment officer at Nuveen Asset Management where he was responsible for the firm\u2019s 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.","job_title":"Principal, President & Chief Investment Officer","additional_info":"<ul>\n<li>B.A., Economics, University of Michigan<\/li>\n<li>M.B.A., Finance, Northwestern University Kellogg School of Management<\/li>\n<li>American Bankers Association National Trust School<\/li>\n<li>Wealth Management Advisory Board, DePaul University<\/li>\n<li>Personal Interests: Frustrated golfer, improving backgammon player and escapist reader<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/TedNeild-6-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/TedNeild-6-800x1000.png","photo_class":"","related_posts":[{"url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/2019.9.19-TN-Presents-%E2%80%9CAn-Antidote-for-Overpriced-Markets%E2%80%9D.pdf","title":"Ted Neild Describes An Antidote for Overpriced Markets"},{"url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/Final-WhitePaperManagerConstruction-09-2014-High-Res.pdf","title":"Challenging the Conventional Wisdom of Manager Selection"},{"url":"https:\/\/www.greshampartners.com\/ted-neild\/challenging-the-conventional-wisdom-of-portfolio-construction-2013-2018\/","title":"Challenging the Conventional Wisdom of Portfolio Construction"}]},{"id":648,"name":"Shafer Nelson","name_slug":"shafer-nelson","content":"Shafer joined Gresham in 2019. She works with both the Client Service Team and Operations Team, and she serves as a contact between Gresham and the custodian.","bio_hidden":"Prior to working at Gresham, Shafer attended the College of William and Mary in Williamsburg, VA where she studied finance and accounting.","job_title":"Custodian Operations Analyst","additional_info":"<ul>\n<li>B.B.A., Finance with Accounting concentration, College of William and Mary<\/li>\n<li>Personal Interests: being disappointed by the Cubs, skiing and puzzles<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/ShaferNelson-10-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/ShaferNelson-10-800x1000.png","photo_class":"","related_posts":[]},{"id":657,"name":"Alexandra Nelson","name_slug":"alexandra-nelson","content":"Alexandra joined Gresham in 2019 as an Associate. Alexandra works directly with Advisors to provide high net worth families with comprehensive wealth management solutions. Alexandra is currently pursuing her MBA through the evening program at the University of Chicago Booth School of Business.","bio_hidden":"Prior to joining Gresham, Alexandra worked for five years with high-net-worth clients as an associate at Brownson, Rehmus & Foxworth.","job_title":"Associate","additional_info":"<ul>\n<li>B.S., Chemistry-Business, University of Notre Dame<\/li>\n<li>M.S., Biotechnology and Business, University College Dublin<\/li>\n<li>Certified Financial Planner<sup>TM<\/sup><\/li>\n<li>Personal Interests: Running, sports, traveling and cooking<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/AlexNelson-4-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/AlexNelson-4-800x1000.png","photo_class":"","related_posts":[]},{"id":623,"name":"Christina Pucek","name_slug":"christina-pucek","content":"Christina joined Gresham in 2017 as an Associate. Christina works directly with Advisors to provide high net worth families with comprehensive wealth management solutions.","bio_hidden":"Prior to joining Gresham, Christina worked at UBS Financial Services, Inc. as a client service associate.","job_title":"Associate","additional_info":"<ul>\n<li>B.S., Finance and Mathematics, DePaul University<\/li>\n<li>Personal Interests: Traveling, family and baking<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/ChristinaPucek-40-2-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/ChristinaPucek-40-2-800x1000.png","photo_class":"","related_posts":[]},{"id":653,"name":"Emma Rademaker","name_slug":"emma-rademaker","content":"Emma joined Gresham in 2017 as a Client Service Coordinator. She is responsible for producing client meeting materials and supporting the Client Service Team, and she is the primary liaison for Greenhouse Scholars, an education non-profit organization that Gresham supports. In addition to those responsibilities, Emma also facilitates Gresham\u2019s annual client event.","bio_hidden":"Prior to joining Gresham, Emma was a marketing associate for Institutional Capital.","job_title":"Client Service Coordinator","additional_info":"<ul>\n<li>B.S., Business Management, State University of New York College at Buffalo<\/li>\n<li>Personal Interests: Cooking, brunching and wedding coordination<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/EmmaRademaker-24-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/EmmaRademaker-24-800x1000.png","photo_class":"","related_posts":[]},{"id":647,"name":"Emily Reinke","name_slug":"emily-reinke","content":"Emily joined Gresham in 2017 and works as the liaison between the Client Service and Operations Teams. She is also a designated contact between Gresham and the custodian.","bio_hidden":"Before joining Gresham, Emily studied finance and statistics at Iowa State University.","job_title":"Custodian Operations Analyst","additional_info":"<ul>\n<li>B.S., Finance, Iowa State University CFA Level II Candidate<\/li>\n<li>Personal Interests: Traveling, cooking and spending time with friends and family<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/EmilyReinke-26-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/EmilyReinke-26-800x1000.png","photo_class":"","related_posts":[]},{"id":624,"name":"Nate Rezin","name_slug":"nate-rezin","content":"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.","bio_hidden":"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.","job_title":"Associate","additional_info":"<ul>\n<li>B.S., Financial Planning, University of Illinois<\/li>\n<li>Personal Interests: Family, golf and traveling<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/NateRezin-47-2-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/NateRezin-47-2-800x1000.png","photo_class":"","related_posts":[]},{"id":634,"name":"Joe Richardson","name_slug":"joe-richardson","content":"Joe oversees all operational aspects of Gresham\u2019s investment partnerships, including workflow, coordination of legal review and capital controls. He is also responsible for financial reporting, budgeting and banking relationships. Joe joined Gresham in 2001 as an Associate and became Controller in 2007. During his six years as an Associate, Joe worked with Advisors in all aspects of Gresham\u2019s wealth management services. He served as Lead Associate and was involved in the development and training of the Associate position.","bio_hidden":"Prior to Gresham, Joe spent three years in the family office of Henry Crown and Company, responsible for tax accounting and tax filing.","job_title":"Controller","additional_info":"<ul>\n<li>B.B.A., Accounting, Loyola University Chicago<\/li>\n<li>Certified Public Accountant\u00ae<\/li>\n<li>Personal Interests: Family, fitness and sports<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JoeRichardson-27-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JoeRichardson-27-800x1000.png","photo_class":"","related_posts":[]},{"id":646,"name":"Kamil Rozwadowski","name_slug":"kamil-rozwadowski","content":"Kamil joined Gresham in 2019 as an Operations Analyst. He is responsible for 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.","bio_hidden":"Prior to joining Gresham, Kamil worked as a Business Operations Analyst for Digitas Chicago, and as a Systems Operations Analyst for Franklin Monroe Administrative Services.","job_title":"Operations Analyst","additional_info":"<ul>\n<li>BBA Economics, Loyola University Chicago<\/li>\n<li>Personal Interests: Cooking, outdoor activities and reading<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KamilRozwadowski-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KamilRozwadowski-1-800x1000.png","photo_class":"","related_posts":[]},{"id":291,"name":"David Salsburg","name_slug":"david-salsburg","content":"David is one of Gresham\u2019s founders and oversees the firm\u2019s client service offering, advises client families and serves on Gresham\u2019s Operating Committee. As Director of Client Service, David oversees the firm\u2019s Client Service Team members to ensure they utilize best practices and that their delivery of the firm\u2019s services is consistent across all clients.","bio_hidden":"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.\r\n\r\nPrior to Gresham, David advised high-net-worth clients at Brownson, Rehmus & Foxworth, Inc., and served as a senior manager in Ernst & Young\u2019s personal financial planning group.","job_title":"Principal, Founder & Director of Client Service","additional_info":"<ul>\n<li>B.A., Psychology, University of Pennsylvania College of Arts and Sciences<\/li>\n<li>B.S., Marketing, The Wharton School of the University of Pennsylvania<\/li>\n<li>M.B.A., Finance and International Business, Northwestern University Kellogg School of Management<\/li>\n<li>Personal Interests: Tennis, collecting wine and international travel<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/DavidSalsburg-22-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/DavidSalsburg-22-800x1000.png","photo_class":"","related_posts":[]},{"id":636,"name":"Jennifer Scalise","name_slug":"jennifer-scalise","content":"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.","bio_hidden":"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.","job_title":"Senior Investment Operations Analyst","additional_info":"<ul>\n<li>B.S., Accounting, University of Illinois-Chicago<\/li>\n<li>Certified Public Accountant<\/li>\n<li>Personal Interests: Travel, Yoga, Hiking, photography and digital scrapbooking<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JenniferScalise-5-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JenniferScalise-5-800x1000.png","photo_class":"","related_posts":[]},{"id":638,"name":"Suzanne Schiff","name_slug":"suzanne-schiff","content":"Suzanne joined Gresham in 2017 as an Investor Relations Associate. She works closely with Gresham\u2019s Controller, Chief Compliance Officer, and Client Service Team on Gresham partnership transactions, compliance reporting, and special projects. She also works with outside firms that provide fund administration, banking, and tax services for Gresham\u2019s investment partnerships.","bio_hidden":"Prior to Gresham, Suzanne worked as a Client Solutions Manager at Stevens Wealth and as a Client Service Associate at William Blair & Company.","job_title":"Investor Relations Associate","additional_info":"<ul>\n<li>B.B.A., Finance, University of Wisconsin-Whitewater<\/li>\n<li>M.B.A., Finance, Keller Graduate School of Management<\/li>\n<li>Personal Interests: Ultra marathon obstacle course racing, duathlons, hiking, cooking and sailing<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/SuzanneSchiff-25-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/SuzanneSchiff-25-800x1000.png","photo_class":"","related_posts":[]},{"id":301,"name":"Greg Schneiderman","name_slug":"greg-schneiderman","content":"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.","bio_hidden":"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.\r\n\r\nPrior 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.","job_title":"Principal, Senior Investment Strategist & Advisor","additional_info":"<ul>\n<li>B.S.B.A., Accounting and Finance, Washington University in St. Louis<\/li>\n<li>Chartered Financial Analyst\u00ae<\/li>\n<li>Member, CFA\u00ae Society of Chicago<\/li>\n<li>Personal Interests: Outdoor enthusiast, exploring new places and bowling a 300 game<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/GregSchneiderman-38_EDITS-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/GregSchneiderman-38_EDITS-800x1000.png","photo_class":"","related_posts":[]},{"id":632,"name":"Toufik Simo","name_slug":"toufik-simo","content":"Toufik joined Gresham\u2019s Investment Team in 2018 to meet the Team\u2019s growing demand for advanced technologies and data analysis. Toufik\u2019s responsibilities include performance and exposure analytics, maintaining the Investment Team\u2019s data and streamlining data workflows for reporting efficiency.","bio_hidden":"Prior to joining Gresham, Toufik worked at Braintree Payments as a credit analyst where he underwrote new merchants and improved the team\u2019s reporting dashboards and workflows.","job_title":"Business Intelligence Analyst","additional_info":"<ul>\n<li>B.S., Business Administration, Illinois Institute of Technology<\/li>\n<li>Personal Interests: History of nations, French Bakeries and Middle Eastern street food and road trips<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/ToufikSimo-39-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/ToufikSimo-39-800x1000.png","photo_class":"","related_posts":[]},{"id":329,"name":"Joe Simpson","name_slug":"joe-simpson","content":"A senior member of Gresham\u2019s Investment Team and a member of its Investment Committee, Joe leverages his research and trading experience to identify and evaluate a broad range of investment strategies for Gresham\u2019s clients. His background in quantitative modeling was instrumental in developing the firm\u2019s manager due diligence process and risk monitoring framework.","bio_hidden":"Prior to joining Gresham, Joe was a vice president in the Private Banking & Investment Group at Merrill Lynch, working on asset allocation, portfolio construction and manager selection strategies for the firm\u2019s largest advisory groups. In addition to his investment management responsibilities, Joe supervises the operations of Gresham\u2019s investment platform, overseeing all back-office functions of the firm\u2019s investment partnerships.","job_title":"Principal & Portfolio Manager","additional_info":"<ul>\n<li>B.S., Finance, University of Denver<\/li>\n<li>M.B.A., Finance and International Business, University of Michigan Business School<\/li>\n<li>Chartered Financial Analyst\u00ae<\/li>\n<li>Chartered Alternative Investment Analyst\u00ae<\/li>\n<li>Member, CFA\u00ae Society of Chicago<\/li>\n<li>Personal Interests: Family, running and snow skiing<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JoeSimpson-78B-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JoeSimpson-78B-800x1000.png","photo_class":"","related_posts":[{"url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/Final-WhitePaperManagerConstruction-09-2014-High-Res.pdf","title":"Challenging the Conventional Wisdom of Manager Selection"},{"url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/India-White-Paper-Final.pdf","title":"Gresham’s Investing in India White Paper"}]},{"id":625,"name":"Nikki Smith","name_slug":"nikki-smith","content":"Nikki joined Gresham in 2018 as an Associate on the Client Service Team. In this role, she works closely with Advisors to deliver wealth management solutions for high net-worth families that help them achieve their financial goals.","bio_hidden":"Prior to joining Gresham, Nikki worked as a senior staff accountant at Ostrow Reisin Berk & Abrams, Ltd. for two years and as a staff tax accountant at Schuman Simon & Grodecki, Ltd. for five years, both of which are certified public accounting firms located in Chicago. At ORBA, Nikki provided accounting and financial reporting services to clients primarily in the healthcare, professional services and real estate industries. At SS&G, Nikki assisted the partners with accounting and tax-related matters, including the preparation of individual, corporate, partnership, trust, estate and gift tax returns.","job_title":"Associate","additional_info":"<ul>\n<li>B.B.A., Accounting, Loyola University Chicago<\/li>\n<li>Personal Interests: Family, traveling, hiking and movies<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/NikkiSmith-25-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/NikkiSmith-25-800x1000.png","photo_class":"","related_posts":[]},{"id":302,"name":"Amber Stewart","name_slug":"amber-stewart","content":"As an Advisor, Amber is responsible for providing integrated wealth management solutions to a select group of Gresham families. 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.","bio_hidden":"Prior to joining Gresham, Amber spent seven years at J.P. Morgan, primarily working with business owners and law firm partners.","job_title":"Advisor","additional_info":"<ul>\n<li>B.A., Psychology, DePauw University<\/li>\n<li>M.S., Wealth Management, DePaul University<\/li>\n<li>CERTIFIED FINANCIAL PLANNER\u2122<\/li>\n<li>Personal Interests: Attending outdoor concerts, traveling to new places and surviving barre class<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/AmberStewart-10C_EDITS-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/AmberStewart-10C_EDITS-800x1000.png","photo_class":"","related_posts":[]},{"id":303,"name":"Leisa Storbeck","name_slug":"leisa-storbeck","content":"Leisa is responsible for delivering Gresham\u2019s 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.","bio_hidden":"Prior to Gresham, Leisa worked at Deloitte & Touche where she advised high net worth individuals. In addition to her advisory duties, Leisa manages the firm\u2019s associates and maintains the firm\u2019s relationships with healthcare and property and casualty insurance providers located nationally.","job_title":"Principal & Advisor","additional_info":"<ul>\n<li>B.S., Accounting and Finance, Ohio University<\/li>\n<li>M.B.A., Finance, DePaul University<\/li>\n<li>CERTIFIED FINANCIAL PLANNER\u2122<\/li>\n<li>Personal Interests: Family, gardening and travel<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/LeisaStorbeck-3B-1-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/LeisaStorbeck-3B-1-800x1000.png","photo_class":"","related_posts":[]},{"id":658,"name":"Kimberly Tsarpalas","name_slug":"kimberly-tsarpalas","content":"Kimberly joined Gresham in 2019 as an Associate on the Client Services Team. She works directly with Advisors to provide comprehensive wealth management solutions to high-net-worth families.","bio_hidden":"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.","job_title":"Associate","additional_info":"<ul>\n<li>B.S., Business: Accounting, Finance, Entrepreneurship & Corporate Innovation with distinction and departmental honors, Indiana University – Kelly School of Business<\/li>\n<li>Certified Public Accountant<\/li>\n<li>Member, American Institute of Certified Public Accountants<\/li>\n<li>Personal Interests: Disney, boating, piano and tuba playing, baking and event planning<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KimberlyTsarpalas-30-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/KimberlyTsarpalas-30-800x1000.png","photo_class":"","related_posts":[]},{"id":331,"name":"Sean Warrington","name_slug":"sean-warrington","content":"Sean is a senior member of Gresham\u2019s 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.","bio_hidden":"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.","job_title":"Principal & Portfolio Manager","additional_info":"<ul>\n<li>B.A., Finance, University of Florida<\/li>\n<li>M.B.A., Rollins College<\/li>\n<li>Chartered Financial Analyst\u00ae<\/li>\n<li>Member, CFA\u00ae Society of Chicago<\/li>\n<li>Personal Interests: Esports enthusiast, reading speculative\/science fiction and morning workouts<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/SeanWarrington0096-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/SeanWarrington0096-800x1000.png","photo_class":"","related_posts":[]},{"id":626,"name":"Jeff Wille","name_slug":"jeff-wille","content":"Jeff joined Gresham in 2016 as an Associate on the Client Service Team. He works directly with Advisors to deliver integrated wealth management solutions for high net worth families.","bio_hidden":"Prior to Gresham, Jeff worked at Northern Trust for five years in institutional services and private wealth management as a portfolio management associate.","job_title":"Associate","additional_info":"<ul>\n<li>B.S., Economics, University of Wisconsin \u2013 Madison<\/li>\n<li>CERTIFIED FINANCIAL PLANNER\u2122<\/li>\n<li>Personal Interests: Hockey, triathlon, Ironman, golf, fishing and cooking<\/li>\n<\/ul>\n","photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JeffWille-34-1024x1280.png","mobile_photo_url":"https:\/\/www.greshampartners.com\/wp-content\/uploads\/JeffWille-34-800x1000.png","photo_class":"","related_posts":[]}]
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