Gresham Partners
Description
Address: 333 W Wacker Dr suite 700, Chicago, IL 60606 Hours: Closed ⋅ Opens 9AM Tue Monday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMFriday9AM–6PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 960-0200: : : : : Website: : Place name: Category: Website: http://greshampartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Gresham Partners LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Gresham Partners Employees
Employee
Years
Job
Industry
Andrea Warren Andrea Warren's Gresham Partners Experience 2015 - Present
Job Investor Relations at Gresham Partners
Industry Financial Services
Experience
Gresham Partners 2015 - Present
Gresham Partners, LLC November 2010 - Present
Accenture July 2007 - February 2010
Raymond James Financial Inc. May 2002 - August 2002
Skills
Financial Modeling, Hyperion Planning, Business Strategy, Finance, CO-PA, Budgets, Market Analysis, M&A experience, Program Management, Strategic Planning, Activity Based Costing, Company Valuation, Yoga Instructor - Core...
Education
DePaul University 2012 — 2014
Financial Planning Certification
Indiana University Bloomington 2003 — 2007
Business, Finance
Gresham Partners 2015 - Present
Gresham Partners, LLC November 2010 - Present
Accenture July 2007 - February 2010
Raymond James Financial Inc. May 2002 - August 2002
Skills
Financial Modeling, Hyperion Planning, Business Strategy, Finance, CO-PA, Budgets, Market Analysis, M&A experience, Program Management, Strategic Planning, Activity Based Costing, Company Valuation, Yoga Instructor - Core...
Education
DePaul University 2012 — 2014
Financial Planning Certification
Indiana University Bloomington 2003 — 2007
Business, Finance
Paul Troyer ptroyer@hotmail.com Paul Troyer ptroyer@hotmail.com's Gresham Partners Experience August 2001 - September 2005
Job Financial Advisor and Investment Coach, CPA/PFS, CFP®
Industry Investment Management
Experience
NorthStar Wealth Advisors, LLC June 2007 - Present
Mercer Advisors October 2005 - May 2007
Gresham Partners August 2001 - September 2005
Education
University of Michigan 1994 — 1998
BBA, Accounting, Finance
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
NorthStar Wealth Advisors, LLC June 2007 - Present
Mercer Advisors October 2005 - May 2007
Gresham Partners August 2001 - September 2005
Education
University of Michigan 1994 — 1998
BBA, Accounting, Finance
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
Elyse Cusack Elyse Cusack's Gresham Partners Experience August 2005 - February 2007
Job Marketing Professional
Industry Marketing and Advertising
Experience
Australian National University February 2014 - January 2015
Pinnacle Investment Management July 2013 - February 2014
Colonial First State Global Asset Management September 2010 - July 2013
Macquarie Group February 2007 - December 2009
Gresham Partners August 2005 - February 2007
Skills
PowerPoint, Event Management, Office Administration, Microsoft Word, Microsoft Excel, Spreadsheets, Social Media, Administrative..., Lotus Notes, Stakeholder Management, Online Campaign..., Adobe Creative Suite, Travel Arrangements, Marketing, Marketing Material..., HTML, Microsoft Office, Roadshows, Database Administration, Adobe Acrobat, PeopleSoft, Social Media Marketing, Content Management, Diary Management
Education
Macquarie University 2010 — 2012
Bachelor of Commerce (BCom), Marketing, 3.6
Australian National University February 2014 - January 2015
Pinnacle Investment Management July 2013 - February 2014
Colonial First State Global Asset Management September 2010 - July 2013
Macquarie Group February 2007 - December 2009
Gresham Partners August 2005 - February 2007
Skills
PowerPoint, Event Management, Office Administration, Microsoft Word, Microsoft Excel, Spreadsheets, Social Media, Administrative..., Lotus Notes, Stakeholder Management, Online Campaign..., Adobe Creative Suite, Travel Arrangements, Marketing, Marketing Material..., HTML, Microsoft Office, Roadshows, Database Administration, Adobe Acrobat, PeopleSoft, Social Media Marketing, Content Management, Diary Management
Education
Macquarie University 2010 — 2012
Bachelor of Commerce (BCom), Marketing, 3.6
Erin O'Bryen Erin O'Bryen's Gresham Partners Experience January 2010 - August 2010
Job Executive Assistant at Orrick, Herrington & Sutcliffe LLP
Industry Legal Services
Experience
Orrick, Herrington & Sutcliffe LLP August 2010 - Present
Gresham Partners January 2010 - August 2010
Playboy Enterprises, Inc. April 2007 - December 2009
Z Capital Partners, L.L.C. October 2006 - December 2006
Black Diamond Capital Management LLC June 2005 - October 2006
Kinship Trust Company, LLC June 2001 - May 2005
Plastic & Hand Surgery Associates, PLLC July 1996 - May 2001
University of Mississippi Medical Center June 1992 - June 1996
Skills
Editing, Executive Support, Travel Planning, Meeting Planning, Proofreading, Microsoft Office 2007, Meeting Scheduling, Office Management, Travel Arrangements, Administrative..., Confidentiality, Outlook, Administrative..., Microsoft Office
Education
Mississippi State University 1977 — 1979
BA, Communication
Hinds Community College 1975 — 1976
Orrick, Herrington & Sutcliffe LLP August 2010 - Present
Gresham Partners January 2010 - August 2010
Playboy Enterprises, Inc. April 2007 - December 2009
Z Capital Partners, L.L.C. October 2006 - December 2006
Black Diamond Capital Management LLC June 2005 - October 2006
Kinship Trust Company, LLC June 2001 - May 2005
Plastic & Hand Surgery Associates, PLLC July 1996 - May 2001
University of Mississippi Medical Center June 1992 - June 1996
Skills
Editing, Executive Support, Travel Planning, Meeting Planning, Proofreading, Microsoft Office 2007, Meeting Scheduling, Office Management, Travel Arrangements, Administrative..., Confidentiality, Outlook, Administrative..., Microsoft Office
Education
Mississippi State University 1977 — 1979
BA, Communication
Hinds Community College 1975 — 1976
Michael Henthorn, CPA Michael Henthorn, CPA's Gresham Partners Experience June 2015 - August 2015
Job MBA Candidate at SMU Cox
Industry Financial Services
Experience
SMU Cox School of Business August 2014 - Present
Gresham Partners June 2015 - August 2015
Calpine 2013 - 2014
Pannell Kerr Forster of Texas 2011 - 2013
Meloni Hribal Tratner LLP 2010 - 2011
Skills
Accounting, Internal Controls, Auditing, GAAP, CPA, Financial Analysis, Microsoft Excel, Sarbanes-Oxley Act
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Masters in Business Administration, Energy Finance
University of Southern California - Marshall School of Business 2005 — 2009
Bachelor of Science, Accounting
SMU Cox School of Business August 2014 - Present
Gresham Partners June 2015 - August 2015
Calpine 2013 - 2014
Pannell Kerr Forster of Texas 2011 - 2013
Meloni Hribal Tratner LLP 2010 - 2011
Skills
Accounting, Internal Controls, Auditing, GAAP, CPA, Financial Analysis, Microsoft Excel, Sarbanes-Oxley Act
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Masters in Business Administration, Energy Finance
University of Southern California - Marshall School of Business 2005 — 2009
Bachelor of Science, Accounting
Debra Ray's Gresham Partners Experience
Job Office Coordinator at Gresham Partners
Industry Financial Services
Experience
Gresham Partners
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Outlook, Leadership, Sales, Investments
Education
Friends University 1975 — 1977
Bachelor of Applied Science (B.A.Sc.), Family and Consumer Sciences/Home Economics Teacher Education
Gresham Partners
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Outlook, Leadership, Sales, Investments
Education
Friends University 1975 — 1977
Bachelor of Applied Science (B.A.Sc.), Family and Consumer Sciences/Home Economics Teacher Education
Tim Joeng's Gresham Partners Experience 2012 - Present
Job
Industry Investment Management
Experience
Gresham Partners 2012 - Present
Williams College Invesment Office 2007 - 2012
Capital Guidance 2000 - 2006
JP Morgan 1997 - 1999
Skills
Private Equity, Real Estate, Natural Resources, Direct Investments, Hedge Funds, Global Equities, Fixed Income, Portfolio Management, Asset Allocation, Investments, Relationship Management
Education
Columbia University in the City of New York
Masters, Financial Engineering
Cooper Union
Bachelor, Electrical Engineering
Gresham Partners 2012 - Present
Williams College Invesment Office 2007 - 2012
Capital Guidance 2000 - 2006
JP Morgan 1997 - 1999
Skills
Private Equity, Real Estate, Natural Resources, Direct Investments, Hedge Funds, Global Equities, Fixed Income, Portfolio Management, Asset Allocation, Investments, Relationship Management
Education
Columbia University in the City of New York
Masters, Financial Engineering
Cooper Union
Bachelor, Electrical Engineering
Robert Green, CFA's Gresham Partners Experience September 2013 - July 2014
Job Farmstead Capital Management
Industry Investment Management
Experience
Farmstead Capital Management August 2014 - Present
Perella Weinberg Partners August 2011 - August 2014
Gresham Partners September 2013 - July 2014
RBS Global Banking & Markets July 2005 - July 2008
Skills
Modern Standard Arabic, Arabic, Chartered Financial..., Debt Restructuring, Corporate Finance, Valuation, CMBS, LBO, Structured Finance, Mergers & Acquisitions, Restructuring, Emerging Markets, Hedge Funds
Education
University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Economics
The University of Chicago 2008 — 2011
MA, Middle Eastern Studies
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Farmstead Capital Management August 2014 - Present
Perella Weinberg Partners August 2011 - August 2014
Gresham Partners September 2013 - July 2014
RBS Global Banking & Markets July 2005 - July 2008
Skills
Modern Standard Arabic, Arabic, Chartered Financial..., Debt Restructuring, Corporate Finance, Valuation, CMBS, LBO, Structured Finance, Mergers & Acquisitions, Restructuring, Emerging Markets, Hedge Funds
Education
University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Economics
The University of Chicago 2008 — 2011
MA, Middle Eastern Studies
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Paul Partington's Gresham Partners Experience October 2007 - November 2008
Job Senior Vice President, Multi Manager Solutions The Northern Trust Corporation
Industry Financial Services
Experience
The Northern Trust Corporation July 2009 - Present
Gresham Partners October 2007 - November 2008
JPMorgan Chase June 2007 - September 2007
Brown Brothers Harriman August 1999 - June 2007
Brown Brothers Harriman 1999 - 2007
Skills
Wealth Management, Alternative Investments, Fixed Income, Investment Strategies, Investments, Fund Of Funds, Investment Management, Financial Services, Investment Advisory, Equities, Asset Allocation, Wealth, Bonds, Business Strategy, Financial Advisory, Hedge Funds, Relationship Management, Series 63, Series 7, Portfolio Management, Asset Management, Estate Planning, Strategy, Private Equity, Financial Markets
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Strategy
University of Wisconsin-Madison - School of Business 1984 — 1989
BBA, Finance and Marketing
The Northern Trust Corporation July 2009 - Present
Gresham Partners October 2007 - November 2008
JPMorgan Chase June 2007 - September 2007
Brown Brothers Harriman August 1999 - June 2007
Brown Brothers Harriman 1999 - 2007
Skills
Wealth Management, Alternative Investments, Fixed Income, Investment Strategies, Investments, Fund Of Funds, Investment Management, Financial Services, Investment Advisory, Equities, Asset Allocation, Wealth, Bonds, Business Strategy, Financial Advisory, Hedge Funds, Relationship Management, Series 63, Series 7, Portfolio Management, Asset Management, Estate Planning, Strategy, Private Equity, Financial Markets
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Strategy
University of Wisconsin-Madison - School of Business 1984 — 1989
BBA, Finance and Marketing
T. Aalia Siddiqui's Gresham Partners Experience June 2014 - November 2014
Job Transformational Leader & Coach
Industry Professional Training & Coaching
Experience
Elysian Concepts, LLC January 2015 - Present
Gresham Partners June 2014 - November 2014
Advisor Solutions, Inc. March 2008 - January 2014
Refugee Assistance Programs (RAP) 2008 - 2010
Graybill, Bartz & Associates, Ltd. April 1999 - February 2008
BMO Harris Bank March 1994 - April 1999
Skills
Dynamic Speaker, Educational Leadership, Motivational Speaking, Business Analysis, Management, Process Improvement, Leadership, Financial Analysis, Project Management, Operations Management, Strategic Planning, Program Management, Forecasting, Account Management, Business Process..., Financial Reporting, Training, Software Documentation, Investments, Customer Satisfaction, Employee Relations, Account Reconciliation, Analysis, Retail Banking, Capital Markets, Consulting, Business Strategy, Human Resources, Portfolio Management, Office Administration, Requirements Analysis, Client Relations Skills, Compliance, NASD, Axys, Moxy, Series 6, Series 63
Education
Wright Graduate University for the Realization of Human Potential 2015 — 2017
Master of Arts (M.A.), Transformational Leadership and Coaching, Transformational Leadership & Coaching
University of Phoenix 2008 — 2010
Bachelor of Science (BSc), Business Management, GPA 3.97
College of DuPage 2008 — 2009
General, Business Administration and Management, General, A
Elysian Concepts, LLC January 2015 - Present
Gresham Partners June 2014 - November 2014
Advisor Solutions, Inc. March 2008 - January 2014
Refugee Assistance Programs (RAP) 2008 - 2010
Graybill, Bartz & Associates, Ltd. April 1999 - February 2008
BMO Harris Bank March 1994 - April 1999
Skills
Dynamic Speaker, Educational Leadership, Motivational Speaking, Business Analysis, Management, Process Improvement, Leadership, Financial Analysis, Project Management, Operations Management, Strategic Planning, Program Management, Forecasting, Account Management, Business Process..., Financial Reporting, Training, Software Documentation, Investments, Customer Satisfaction, Employee Relations, Account Reconciliation, Analysis, Retail Banking, Capital Markets, Consulting, Business Strategy, Human Resources, Portfolio Management, Office Administration, Requirements Analysis, Client Relations Skills, Compliance, NASD, Axys, Moxy, Series 6, Series 63
Education
Wright Graduate University for the Realization of Human Potential 2015 — 2017
Master of Arts (M.A.), Transformational Leadership and Coaching, Transformational Leadership & Coaching
University of Phoenix 2008 — 2010
Bachelor of Science (BSc), Business Management, GPA 3.97
College of DuPage 2008 — 2009
General, Business Administration and Management, General, A