Kayla Green

Administrative Assistant at Gresham Partners, LLC - , Illinois, United States

Kayla Green's Colleagues at Gresham Partners, LLC
Amanda Dehaan

Partner, Head of Human Resources

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Jennifer Scalise

Investment Senior Operations Analyst

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Rachael Forbes

Custodian Operations Analyst

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Meredith Mendes

Chief Operating Officer, Partner

Contact Meredith Mendes

Shannon Morris

Manager of Client & Custodian Operations

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Kayla Green's Contact Details
HQ
["3129600200"]
Location
Chicago,Illinois,United States
Company
Gresham Partners, LLC
Kayla Green'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 Kayla Green
Kayla Green currently works for Gresham Partners, LLC.
Kayla Green's role at Gresham Partners, LLC is Administrative Assistant.
Kayla Green's email address is ***@greshampartners.com. To view Kayla Green's full email address, please signup to ConnectPlex.
Kayla Green works in the Financial Services industry.
Kayla Green's colleagues at Gresham Partners, LLC are Amanda Dehaan, Jennifer Scalise, Ryan Moran, Rachael Forbes, Meredith Mendes, Shannon Morris, Christina Pucek and others.
Kayla Green's phone number is ["3129600200"]
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