
51 - 200 employees
Founded 1998
💸 Finance
Finance • Wealth Management
Gresham Partners, LLC is a company that provides independent wealth management services. They focus on investment management, wealth planning, and family office services with an emphasis on independence and unconventional investment strategies. Gresham Partners believes in generating exceptional results by rejecting conventional wisdom and focusing on growing and protecting clients’ wealth. Their expertise in transferring wealth and meeting philanthropic goals highlights their commitment to personalized wealth planning solutions. With over 25 years of experience and $9 billion in assets under management, Gresham Partners is dedicated to simplifying the complexities of wealth for their clients.
Selected: 🆕 Date Added.
🕒 August 14
Associate turning complex financial data into client insights for Performance Trust, an investment bank serving financial institutions. Supporting analytical frameworks, strategy sessions, presentations, and client education events.
🇺🇸 United States – Remote
💵 $100k - $130k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
✨ Associate
👻 Ghost score 0%
🕒 April 24
Business Line Compliance Officer at Performance Trust providing compliance advisory support for Investment Banking and Capital Markets. Seeking candidates with regulatory guidance experience and strong analytical skills.
🌵 Arizona, California, +25 more states – Remote
💵 $130k - $170k / year
⏰ Full Time
🟠 Senior
🔴 Lead
🚔 Compliance
👻 Ghost score 9%