Joe Simpson

Portfolio Manager at Gresham Partners, LLC - , Illinois, United States

Joe Simpson's Colleagues at Gresham Partners, LLC
Maria Leirkjaer

Senior Investment Analyst

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Zhi Yeoh

Investment Analyst

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Erin Baumrucker

Investment Team & Strategic Initiatives Administrative Coordinator

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Beau Feeny

Manager, Business Analysis

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Joe Simpson's Contact Details
HQ
["3129600200"]
Location
Chicago,Illinois,United States
Company
Gresham Partners, LLC
Joe Simpson's Company Details
Gresham Partners, LLC logo, Gresham Partners, LLC contact details

Gresham Partners, LLC

, Illinois, United States • 11 - 50 Employees
Financial Services

Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer for nearly a quarter of a century. Today, we manage or advise on approximately $7 billion* and for about 107 families* located nationally.We are committed to providing superior investment performance by utilizing select, difficult-to-access managers that are located globally in a full range of asset classes and are not affiliated with Gresham. We make these managers available to our clients in a flexible format well suited to achieving a broad spectrum of investor goals. We integrate this investment approach with comprehensive wealth planning and management services to address the full range of each client's financial needs, often avoiding the need for them to maintain a family office.Gresham is wholly owned by its senior professionals, client fees are its sole source of compensation, it avoids conflicts of interest that affect many other firms and it acts as a fiduciary dedicated to serving its clients' best interests.*Approximate AUM and client families as of 12/31/20.

Details about Gresham Partners, LLC
Frequently Asked Questions about Joe Simpson
Joe Simpson currently works for Gresham Partners, LLC.
Joe Simpson's role at Gresham Partners, LLC is Portfolio Manager.
Joe Simpson's email address is ***@greshampartners.com. To view Joe Simpson's full email address, please signup to ConnectPlex.
Joe Simpson works in the Financial Services industry.
Joe Simpson's colleagues at Gresham Partners, LLC are Maria Leirkjaer, Zhi Yeoh, Erin Baumrucker, Jenniffer Hernandez, Beau Feeny, Les Carter, Jennifer Kane and others.
Joe Simpson's phone number is ["3129600200"]
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