Gresham Partners Welcomes Stephen Czocher as New Partner
Gresham Partners Promotes Stephen Czocher to Partner
Gresham Partners, LLC (“Gresham”), a recognized independent investment and wealth management firm managing $9 billion for families and family offices, has proudly announced that Stephen Czocher has been promoted to the position of Partner.
Stephen Czocher's Journey at Gresham
Over the course of 17 years at Gresham, Czocher has excelled in his role as an Advisor and Manager of Family Office Services. His contributions have showcased remarkable leadership skills and a dedicated commitment to serving his clients. Czocher has also built a substantial network of high-quality connections to address client needs that extend beyond traditional financial offerings. Furthermore, he has played a crucial role as a Wealth Manager for several multi-generational families.
Recognition from Leadership
“We are delighted to acknowledge Steve’s accomplishments and the exceptional service he has delivered to our clients throughout his tenure at Gresham,” remarked Ted Neild, CEO and Chief Investment Officer. “As we continue to evolve into a prominent mid-sized firm, we are thrilled to expand our leadership team. Steve distinctly embodies Gresham's unique approach and innovative solutions tailored for intricate client challenges.”
David Salsburg, Founder and President, added, “Steve has significantly influenced Gresham during his extensive journey with the firm. His profound understanding of both the tangible and intangible needs of our clients positions him as an outstanding addition to our leadership as Partner.”
Background and Expertise
Before joining Gresham in 2007, Steve enhanced his expertise at various major financial institutions, where he supported families with investment management services. He holds both Certified Financial Planner and Chartered Financial Analyst credentials, along with an MBA in Finance from Loyola University Chicago.
About Gresham Partners, LLC
Headquartered in Chicago, Gresham is a prominent independent wealth management firm, wholly owned by its senior professionals and dedicated to serving ultra-high net worth families. Established 25 years ago, the firm acts as a strategic advisor to clients, offering comprehensive investment management and wealth planning services.
Frequently Asked Questions
What role has Stephen Czocher been promoted to at Gresham Partners?
Stephen Czocher has been promoted to Partner at Gresham Partners.
How long has Czocher been with Gresham Partners?
Stephen Czocher has been with Gresham Partners for 17 years.
What distinguishes Gresham Partners as a firm?
Gresham Partners is recognized for providing independent wealth management services, fully owned by its senior professionals, catering to ultra-high net worth clients.
What qualifications does Stephen Czocher hold?
Stephen Czocher is a Certified Financial Planner and Chartered Financial Analyst, and he also has an MBA in Finance from Loyola University Chicago.
How does Gresham Partners support its clients?
Gresham Partners supports its clients through comprehensive investment management and wealth planning services, tailored to meet both financial and personal needs.
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