Joe oversees all aspects of investment operations including tax, legal, audit, administration and banking. In addition, Joe manages and executes the firm’s financial and ownership activities. Joe joined Gresham in 2001 as an Associate, became Controller in 2007 and Director of Investment Operations and Finance in 2020. Prior to Gresham, Joe spent three years in the family office of Henry Crown and Company, responsible for tax accounting and tax filing.


Joe Richardson
Partner & Director of Investment Operations and Finance
Gresham Partners LLC
United States, Illinois, Chicago
About Me
Profile Information
Partner & Director of Investment Operations and Finance
Gresham Partners LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Jul 29, 2024
More profiles to browse
DC
David Colton
Principal, Partner & Advisor, Multigenerational Families
TN
Ted Neild
Chief Executive Officer and Chief Investment Officer
SL
Steven Loman
Partner & Investment Officer
ZC
Zhi Chao (Tom) Yeoh
Senior Investment Analyst
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
RD
Russ Degitz
Principal
Huntington University