
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.
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Several times a day
how often we check
1
roles posted in the last 30 days
About 76 days
usual time to fill a role
7
roles closed in the last year
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Public-side compliance officer supporting Performance Trust, an investment bank serving financial institutions. Advising Equities and Fixed Income businesses while overseeing AML/KYC workflows and regulatory surveillance.