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
ZC
Zhi Chao (Tom) Yeoh
Senior Investment Analyst
TJ
Tim Joeng
Principal Partner - IC Member
SL
Steven Loman
Partner & Investment Officer
Jennifer Biaggi Scalise
Vice President, Manager, Investment Operations
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RD
Russ Degitz
Principal
Huntington University