Gresham Partners, LLC
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Gresham Partners, LLC Employees
Employee
Years
Job
Industry
Justin Gullman Justin Gullman's Gresham Partners, LLC Experience July 2013 - Present
Job Associate at Gresham Partners, LLC
Industry Financial Services
Experience
Gresham Partners, LLC July 2013 - Present
J.P. Morgan Private Bank July 2010 - July 2013
AIG Retirement Services January 2008 - June 2010
Skills
Investments, Series 7, Financial Analysis, Finance, Financial Modeling, Strategic Planning, Bloomberg
Education
DePaul University 2007 — 2010
Finance
University of Illinois at Urbana-Champaign 2006 — 2007
Gresham Partners, LLC July 2013 - Present
J.P. Morgan Private Bank July 2010 - July 2013
AIG Retirement Services January 2008 - June 2010
Skills
Investments, Series 7, Financial Analysis, Finance, Financial Modeling, Strategic Planning, Bloomberg
Education
DePaul University 2007 — 2010
Finance
University of Illinois at Urbana-Champaign 2006 — 2007
Carla Van Zuuk Carla Van Zuuk's Gresham Partners, LLC Experience 2003 - 2004
Job at
Industry Financial Services
Experience
Discover Financial Services July 2015 - Present
Raymond James Financial, Inc. December 2013 - May 2015
Castle Keepers Realty 2003 - January 2013
KPMG LLP 2006 - 2013
Watson Wyatt Worldwide 2004 - 2005
Gresham Partners, LLC 2003 - 2004
Great Alaska Pizza Co 2001 - 2004
Afognak Native Corporation 2002 - 2002
Robertson Stephens, LLC 2000 - 2001
EY 1998 - 2000
Skills
Team Building, Budgets, Human Resources, Administrative..., Calendars, Travel Arrangements, Proposal Writing, Accounting, Management, Mergers, Risk Management, Fundraising, Time Management, Event Planning, Office Management, Finance, Marketing
Education
Des Moines Area Community College 1980 — 1984
Computer Programming
Discover Financial Services July 2015 - Present
Raymond James Financial, Inc. December 2013 - May 2015
Castle Keepers Realty 2003 - January 2013
KPMG LLP 2006 - 2013
Watson Wyatt Worldwide 2004 - 2005
Gresham Partners, LLC 2003 - 2004
Great Alaska Pizza Co 2001 - 2004
Afognak Native Corporation 2002 - 2002
Robertson Stephens, LLC 2000 - 2001
EY 1998 - 2000
Skills
Team Building, Budgets, Human Resources, Administrative..., Calendars, Travel Arrangements, Proposal Writing, Accounting, Management, Mergers, Risk Management, Fundraising, Time Management, Event Planning, Office Management, Finance, Marketing
Education
Des Moines Area Community College 1980 — 1984
Computer Programming
Andrea Warren Andrea Warren's Gresham Partners, LLC Experience November 2010 - 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
Matt Bonaguidi Matt Bonaguidi's Gresham Partners, LLC Experience December 1997 - Present
Job Principal and Advisor, Gresham Partners LLC
Industry Financial Services
Experience
Gresham Partners, LLC December 1997 - Present
KPMG September 1995 - December 1997
Skills
Investments
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1995
Law
University of Illinois at Urbana-Champaign 1988 — 1991
BA, Accountancy
Gresham Partners, LLC December 1997 - Present
KPMG September 1995 - December 1997
Skills
Investments
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1995
Law
University of Illinois at Urbana-Champaign 1988 — 1991
BA, Accountancy
David Filkin's Gresham Partners, LLC Experience August 2008 - October 2011
Job Principal at TGP
Industry Financial Services
Experience
TGP May 2014 - Present
Momentum Strategic Advisors LLC March 2012 - April 2014
Gresham Partners, LLC August 2008 - October 2011
Duchossois Industries, Inc. September 2001 - December 2006
Duchossois Technology Partners September 2001 - December 2006
Arlington International Racecourse, Inc. January 1998 - September 2001
Pedersen & Houpt August 1988 - December 1997
Skills
Negotiation, Investments, Business Strategy, Business Development, Leadership, Mergers, Private Equity, Venture Capital, Due Diligence, Hedge Funds, Alternative Investments, Securities, Wealth Management, Asset Managment, Investment Advisory, Investment Management, Restructuring, Corporate Finance, Estate Planning, Capital Markets, Risk Management, Financial Structuring, Corporate Governance, Entrepreneurship, Mergers & Acquisitions, Management Consulting, Strategy, Asset Management, Corporate Development, Finance, Investment Banking, Portfolio Management, Management, M&A experience
Education
University of Illinois College of Law 1985 — 1988
Juris Doctorate
University of Illinois at Urbana-Champaign 1981 — 1985
B.S., Finance
TGP May 2014 - Present
Momentum Strategic Advisors LLC March 2012 - April 2014
Gresham Partners, LLC August 2008 - October 2011
Duchossois Industries, Inc. September 2001 - December 2006
Duchossois Technology Partners September 2001 - December 2006
Arlington International Racecourse, Inc. January 1998 - September 2001
Pedersen & Houpt August 1988 - December 1997
Skills
Negotiation, Investments, Business Strategy, Business Development, Leadership, Mergers, Private Equity, Venture Capital, Due Diligence, Hedge Funds, Alternative Investments, Securities, Wealth Management, Asset Managment, Investment Advisory, Investment Management, Restructuring, Corporate Finance, Estate Planning, Capital Markets, Risk Management, Financial Structuring, Corporate Governance, Entrepreneurship, Mergers & Acquisitions, Management Consulting, Strategy, Asset Management, Corporate Development, Finance, Investment Banking, Portfolio Management, Management, M&A experience
Education
University of Illinois College of Law 1985 — 1988
Juris Doctorate
University of Illinois at Urbana-Champaign 1981 — 1985
B.S., Finance
Allison Lurie Allison Lurie's Gresham Partners, LLC Experience May 2009 - Present
Job Associate at Gresham Partners, LLC
Industry Investment Management
Experience
Gresham Partners, LLC May 2009 - Present
BMO Capital Markets October 2007 - May 2009
Windward Reports October 2006 - July 2007
Skills
Training
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BA, Business Administration, Management, Human Resources
University of Pittsburg, Semester at Sea program 2006 — 2006
Gresham Partners, LLC May 2009 - Present
BMO Capital Markets October 2007 - May 2009
Windward Reports October 2006 - July 2007
Skills
Training
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BA, Business Administration, Management, Human Resources
University of Pittsburg, Semester at Sea program 2006 — 2006
Rob Hauswirth Rob Hauswirth's Gresham Partners, LLC Experience July 2001 - September 2007
Job Managing Director at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO March 2015 - Present
Oxford Financial Group, Ltd. October 2007 - March 2015
Gresham Partners, LLC July 2001 - September 2007
Arthur Andersen, LLP May 1995 - June 2001
Skills
Investments, Alternative Investments, Asset Managment, Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Equities, Investment Advisory, Financial Analysis, Investment Strategies, Mergers, Risk Management, Financial Modeling, Valuation, Estate Planning, Capital Markets, Fixed Income, Wealth, Finance, Financial Advisory, Mergers & Acquisitions, Asset Management, Financial Services, Strategic Financial...
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Entreprenuership, Finance, & Marketing
University of Wisconsin-Milwaukee - Lubar School of Business 1992 — 1995
BBA, Accounting
University of Wisconsin-Eau Claire 1987 — 1992
BS, Mathematics
CTC myCFO March 2015 - Present
Oxford Financial Group, Ltd. October 2007 - March 2015
Gresham Partners, LLC July 2001 - September 2007
Arthur Andersen, LLP May 1995 - June 2001
Skills
Investments, Alternative Investments, Asset Managment, Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Equities, Investment Advisory, Financial Analysis, Investment Strategies, Mergers, Risk Management, Financial Modeling, Valuation, Estate Planning, Capital Markets, Fixed Income, Wealth, Finance, Financial Advisory, Mergers & Acquisitions, Asset Management, Financial Services, Strategic Financial...
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Entreprenuership, Finance, & Marketing
University of Wisconsin-Milwaukee - Lubar School of Business 1992 — 1995
BBA, Accounting
University of Wisconsin-Eau Claire 1987 — 1992
BS, Mathematics
Carla Taylor, CFP®'s Gresham Partners, LLC Experience February 2011 - September 2012
Job Financial Advisor at Blue Prairie Group
Industry Investment Management
Experience
Blue Prairie Group May 2013 - Present
Gresham Partners LLC February 2011 - September 2012
Brownson, Rehmus & Foxworth January 2008 - February 2011
Skills
Financial Modeling, Financial Analysis, Investments, Due Diligence, Alternative Investments, Equities, Asset Management, Capital Markets, C, Wealth Management
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA, Finance, General Management
Northwestern University 2006 — 2008
MS, Chemistry
Washington and Lee University 2002 — 2006
BS, Biochemistry
Blue Prairie Group May 2013 - Present
Gresham Partners LLC February 2011 - September 2012
Brownson, Rehmus & Foxworth January 2008 - February 2011
Skills
Financial Modeling, Financial Analysis, Investments, Due Diligence, Alternative Investments, Equities, Asset Management, Capital Markets, C, Wealth Management
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA, Finance, General Management
Northwestern University 2006 — 2008
MS, Chemistry
Washington and Lee University 2002 — 2006
BS, Biochemistry
Amber Stewart, CFP(R) Amber Stewart, CFP(R)'s Gresham Partners, LLC Experience September 2011 - Present
Job Associate at Gresham Partners, LLC
Industry Financial Services
Experience
Gresham Partners LLC September 2011 - Present
JPMorgan Chase Bank, N.A. July 2010 - September 2011
JPMorgan 2006 - June 2010
Skills
Investments, Asset Management, Wealth Management, Alternative Investments, Analysis, Microsoft Excel, Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Portfolio Management, Equities, Securities, Financial Modeling
Education
DePauw University 1998 — 2002
DePaul University - Charles H. Kellstadt Graduate School of Business
Gresham Partners LLC September 2011 - Present
JPMorgan Chase Bank, N.A. July 2010 - September 2011
JPMorgan 2006 - June 2010
Skills
Investments, Asset Management, Wealth Management, Alternative Investments, Analysis, Microsoft Excel, Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Portfolio Management, Equities, Securities, Financial Modeling
Education
DePauw University 1998 — 2002
DePaul University - Charles H. Kellstadt Graduate School of Business
Jennifer Biaggi Scalise, CPA Jennifer Biaggi Scalise, CPA's Gresham Partners, LLC Experience January 2010 - Present
Job Senior Operations Analyst at Gresham Partners LLC
Industry Investment Management
Experience
Gresham Partners LLC January 2010 - Present
Gresham Partners LLC April 2003 - January 2010
American Express Tax and Business Services March 2002 - December 2002
Arthur Andersen September 1999 - March 2002
Skills
Investments, Financial Analysis, Financial Services, Auditing, Financial Modeling, Tax, CPA, Accounting, Portfolio Management, Finance
Education
University of Illinois at Chicago 1995 — 1999
Gresham Partners LLC January 2010 - Present
Gresham Partners LLC April 2003 - January 2010
American Express Tax and Business Services March 2002 - December 2002
Arthur Andersen September 1999 - March 2002
Skills
Investments, Financial Analysis, Financial Services, Auditing, Financial Modeling, Tax, CPA, Accounting, Portfolio Management, Finance
Education
University of Illinois at Chicago 1995 — 1999
Stephen Czocher, CFA, CFP® Stephen Czocher, CFA, CFP®'s Gresham Partners, LLC Experience April 2007 - Present
Job Associate at Gresham Partners
Industry Financial Services
Experience
Gresham Partners LLC April 2007 - Present
S4 Capital June 2005 - April 2007
Wachovia Securities September 2000 - June 2005
Skills
Equities, Portfolio Management, Due Diligence, Hedge Funds, Alternative Investments, Investments, Private Equity, Asset Allocation, Financial Modeling, Bonds, Asset Managment, Wealth Management, Fixed Income, Series 7, Securities, Capital Markets, Financial Analysis, Options, Trading, Investment Analysis, Estate Planning, Portfolio Construction, Mutual Funds, Derivatives
Education
Loyola University of Chicago 2003 — 2007
MBA, Finance
Illinois State University 1995 — 1999
BS, Finance
Gresham Partners LLC April 2007 - Present
S4 Capital June 2005 - April 2007
Wachovia Securities September 2000 - June 2005
Skills
Equities, Portfolio Management, Due Diligence, Hedge Funds, Alternative Investments, Investments, Private Equity, Asset Allocation, Financial Modeling, Bonds, Asset Managment, Wealth Management, Fixed Income, Series 7, Securities, Capital Markets, Financial Analysis, Options, Trading, Investment Analysis, Estate Planning, Portfolio Construction, Mutual Funds, Derivatives
Education
Loyola University of Chicago 2003 — 2007
MBA, Finance
Illinois State University 1995 — 1999
BS, Finance
Wallace (Wally) Head Wallace (Wally) Head's Gresham Partners, LLC Experience April 2012 - Present
Job Vice Chairman at Gresham Partners, LLC
Industry Financial Services
Experience
Gresham Partners, LLC April 2012 - Present
Skills
Wealth Management, Investments, Investment Management, Financial Services, Banking, Financial Risk, Financial Advisory, Asset Management, Due Diligence, Strategic Financial..., Financial Analysis, Small Business, Asset Managment, Tax, Management, Portfolio Management, Executive Management, Financial Planners, Private Equity, Capital Markets, Wealth, Risk
Education
University of Missouri-Columbia School of Law 1973 — 1976
Doctor of Law (J.D.)
University of Missouri-Columbia, College of Business 1972 — 1973
MBA
Westminster College (MO) 1968 — 1972
Bachelor of Arts (B.A.), Political Science
Gresham Partners, LLC April 2012 - Present
Skills
Wealth Management, Investments, Investment Management, Financial Services, Banking, Financial Risk, Financial Advisory, Asset Management, Due Diligence, Strategic Financial..., Financial Analysis, Small Business, Asset Managment, Tax, Management, Portfolio Management, Executive Management, Financial Planners, Private Equity, Capital Markets, Wealth, Risk
Education
University of Missouri-Columbia School of Law 1973 — 1976
Doctor of Law (J.D.)
University of Missouri-Columbia, College of Business 1972 — 1973
MBA
Westminster College (MO) 1968 — 1972
Bachelor of Arts (B.A.), Political Science
Steven Loman, CFA's Gresham Partners, LLC Experience October 2008 - Present
Job Investment Analyst at Gresham Partners, LLC
Industry Financial Services
Experience
Gresham Partners, LLC October 2008 - Present
Gresham Partners, LLC October 2005 - October 2008
William Blair and Company March 2005 - October 2005
Strattec Security Corporation June 2003 - March 2005
Skills
Investments, Hedge Funds, Due Diligence, Financial Analysis, Risk Management, Quantitative Analysis, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA
University of Wisconsin-Milwaukee 1999 — 2003
Bachelors
Gresham Partners, LLC October 2008 - Present
Gresham Partners, LLC October 2005 - October 2008
William Blair and Company March 2005 - October 2005
Strattec Security Corporation June 2003 - March 2005
Skills
Investments, Hedge Funds, Due Diligence, Financial Analysis, Risk Management, Quantitative Analysis, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA
University of Wisconsin-Milwaukee 1999 — 2003
Bachelors
Joe Simpson's Gresham Partners, LLC Experience May 2005 - Present
Job Principal and Sr. Investment Analyst at Gresham Partners
Industry Investment Management
Experience
Gresham Partners LLC May 2005 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Denver
Bachelor of Business Administration (B.B.A.)
Gresham Partners LLC May 2005 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Denver
Bachelor of Business Administration (B.B.A.)
James Hering, CFA's Gresham Partners, LLC Experience March 2006 - December 2008
Job Chief Executive Officer at Union Square Investment Company
Industry Financial Services
Experience
Union Square Investment Company September 2014 - Present
Harris myCFO - a part of BMO Financial Group August 2009 - May 2013
Gresham Partners, LLC March 2006 - December 2008
William Blair and Company January 2004 - March 2006
William Blair and Company January 1997 - December 2003
William Blair and Company November 1993 - December 1997
Comerica July 1988 - November 1993
Skills
Financial Analysis, Risk Management, Strategic Planning, Leadership, Project Management, Management, Change Management, Order Management, Business Performance..., Alternative Assets, System Architecture, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Investments, Asset Management, Investment Advisory, Asset Allocation, Corporate Finance, Equities, Finance, Start-ups, Mutual Funds, Investment Management, Wealth Management, Business Analysis, Private Equity, Strategy, Securities, Investment Strategies, Financial Modeling, Fixed Income, Due Diligence, Valuation, Financial Services, Operations Management, Organizational Design, Executive Management
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance, Mgmt & Strategy, Org. Behavior
Michigan State University 1984 — 1988
BA, Finance
Union Square Investment Company September 2014 - Present
Harris myCFO - a part of BMO Financial Group August 2009 - May 2013
Gresham Partners, LLC March 2006 - December 2008
William Blair and Company January 2004 - March 2006
William Blair and Company January 1997 - December 2003
William Blair and Company November 1993 - December 1997
Comerica July 1988 - November 1993
Skills
Financial Analysis, Risk Management, Strategic Planning, Leadership, Project Management, Management, Change Management, Order Management, Business Performance..., Alternative Assets, System Architecture, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Investments, Asset Management, Investment Advisory, Asset Allocation, Corporate Finance, Equities, Finance, Start-ups, Mutual Funds, Investment Management, Wealth Management, Business Analysis, Private Equity, Strategy, Securities, Investment Strategies, Financial Modeling, Fixed Income, Due Diligence, Valuation, Financial Services, Operations Management, Organizational Design, Executive Management
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance, Mgmt & Strategy, Org. Behavior
Michigan State University 1984 — 1988
BA, Finance
Gary Curts's Gresham Partners, LLC Experience March 2000 - May 2010
Job Investment Administration Associate at JMG Financial Group, Oak Brook, Illinois
Industry Financial Services
Experience
Harris myCFO May 2010 - January 2014
Gresham Partners LLC March 2000 - May 2010
Lodestar Investment Counsel March 1998 - April 2000
William Blair Investment Management September 1993 - March 1998
Rothschild Securities Corp. April 1990 - September 1993
William Blair and Company February 1985 - April 1990
William Blair and Company January 1984 - February 1985
William Blair and Company February 1981 - January 1984
Skills
Trading, Portfolio Management, Asset Management, Investments, Accounting, Account Reconciliation, Management, Alternative Investments, Hedge Funds, Equities, Financial Analysis, Mutual Funds, Portfolio Performance..., Securities, Valuation, Financial Services, Strategic Financial...
Education
Ball State University 1973 — 1978
BA, German, French
Harris myCFO May 2010 - January 2014
Gresham Partners LLC March 2000 - May 2010
Lodestar Investment Counsel March 1998 - April 2000
William Blair Investment Management September 1993 - March 1998
Rothschild Securities Corp. April 1990 - September 1993
William Blair and Company February 1985 - April 1990
William Blair and Company January 1984 - February 1985
William Blair and Company February 1981 - January 1984
Skills
Trading, Portfolio Management, Asset Management, Investments, Accounting, Account Reconciliation, Management, Alternative Investments, Hedge Funds, Equities, Financial Analysis, Mutual Funds, Portfolio Performance..., Securities, Valuation, Financial Services, Strategic Financial...
Education
Ball State University 1973 — 1978
BA, German, French
Michelle Schadler, CPA's Gresham Partners, LLC Experience November 2000 - July 2004
Job Chief Operating Officer at Chuhak & Tecson, P.C.
Industry Legal Services
Experience
Chuhak & Tecson, P.C. June 2008 - Present
Volunteers of America of Illinois October 2007 - April 2008
SKMF, LLC and Stage Development Company May 2005 - September 2007
Gresham Partners, LLC November 2000 - July 2004
Sonnenschein Nath & Rosenthal, LLP September 1996 - November 2000
Skills
Management, Process Improvement, Human Resources, Project Management, Leadership, Coaching, Talent Management, Strategic Planning
Education
DePaul University 1995 — 1996
Accounting
Caltech 1991 — 1992
M.A., Social Sciences - Economics
Arizona State University 1984 — 1988
B.S., Economics
Chuhak & Tecson, P.C. June 2008 - Present
Volunteers of America of Illinois October 2007 - April 2008
SKMF, LLC and Stage Development Company May 2005 - September 2007
Gresham Partners, LLC November 2000 - July 2004
Sonnenschein Nath & Rosenthal, LLP September 1996 - November 2000
Skills
Management, Process Improvement, Human Resources, Project Management, Leadership, Coaching, Talent Management, Strategic Planning
Education
DePaul University 1995 — 1996
Accounting
Caltech 1991 — 1992
M.A., Social Sciences - Economics
Arizona State University 1984 — 1988
B.S., Economics
Joseph Marrin, CFA, CAIA's Gresham Partners, LLC Experience October 2012 - Present
Job Investment Analyst at Gresham Partners LLC
Industry Investment Management
Experience
Gresham Partners LLC October 2012 - Present
Gresham Partners LLC November 2008 - October 2012
State Street July 2007 - November 2008
Education
College of the Holy Cross 2003 — 2007
BA, Economics, Minor: Accounting
Gresham Partners LLC October 2012 - Present
Gresham Partners LLC November 2008 - October 2012
State Street July 2007 - November 2008
Education
College of the Holy Cross 2003 — 2007
BA, Economics, Minor: Accounting
David Salsburg's Gresham Partners, LLC Experience September 1997 - Present
Job Founder and Head of Client Service at Gresham Partners, LLC
Industry Financial Services
Experience
Gresham Partners, LLC September 1997 - Present
Brownson, Rehmus & Foxworth March 1994 - August 1997
Ernst & Young LLP 1987 - 1994
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance & International Buisiness
University of Pennsylvania 1982 — 1986
BA/BSE, Psychology/Marketing
University of Pennsylvania - The Wharton School 1982 — 1986
BA/BSE, Marketing, Psychology
Gresham Partners, LLC September 1997 - Present
Brownson, Rehmus & Foxworth March 1994 - August 1997
Ernst & Young LLP 1987 - 1994
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance & International Buisiness
University of Pennsylvania 1982 — 1986
BA/BSE, Psychology/Marketing
University of Pennsylvania - The Wharton School 1982 — 1986
BA/BSE, Marketing, Psychology
Beth Shelburne's Gresham Partners, LLC Experience April 2005 - October 2013
Job Financial Planner and CPA
Industry Financial Services
Experience
Gresham Partners, LLC April 2005 - October 2013
Deloitte August 2001 - April 2005
Skills
Financial Analysis
Education
The Ohio State University Fisher College of Business 1996 — 2001
BSBA, Accounting
Gresham Partners, LLC April 2005 - October 2013
Deloitte August 2001 - April 2005
Skills
Financial Analysis
Education
The Ohio State University Fisher College of Business 1996 — 2001
BSBA, Accounting