CoverProfile

Joe Richardson

Partner & Director of Investment Operations and Finance

Gresham Partners LLC

United States, Illinois, Chicago

About Me

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.

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
TJ
Tim Joeng
Principal Partner - IC Member
TN
Ted Neild
Chief Executive Officer and Chief Investment Officer
BB
Ben Beavers
Partner, Founder & Chairman

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management