CHICAGO--(BUSINESS WIRE)--Gresham Partners, LLC (“Gresham”), an independent investment and wealth management firm that manages $9 billion* for select families and family offices, is proud to announce the promotion of Stephen Czocher to Partner.
Throughout his 17 years at Gresham, Czocher has served as an Advisor and Manager of Family Office Services, where he demonstrated strong leadership capabilities and exceptional commitment to his clients. In this role, he also developed a robust network of high-quality resources to meet client needs beyond traditional financial services while serving as a Wealth Manager for several multi-generational families.
“We are pleased to recognize Steve’s accomplishments and the exceptional service he has provided to our clients throughout his time at Gresham,” said Ted Neild, CEO and Chief Investment Officer. “As we have grown into a mid-sized firm, we are proud to expand our leadership team and feel that Steve strongly exemplifies Gresham’s unconventional wisdom while employing unique solutions for complex client needs.”
“Steve has made significant contributions to Gresham during his 17 years with the firm,” said David Salsburg, Founder and President. We are confident that his keen understanding of both the tangible and intangible needs of our clients will make him an outstanding Partner.”
Prior to joining Gresham in 2007, Steve worked at several large financial institutions where he assisted families with investment management. He has his Certified Financial Planner and Chartered Financial Analyst distinctions, as well as an MBA in Finance from Loyola University Chicago.
*AUM as of 12/31/2023
About Gresham Partners, LLC
Headquartered in Chicago, Gresham is an independent wealth management firm, fully owned by its senior professionals, serving ultra-high net worth families. Founded 25 years ago, the firm serves as a strategic advisor to clients, offering investment management and wealth planning services.
