Gresham Partners Names Senior Investment Analyst Joe Simpson Principal of the Firm

CHICAGO--(BUSINESS WIRE)--Independent wealth management firm Gresham Partners is pleased to announce that Joe Simpson has been named a Principal of the firm. Simpson has served as Gresham’s senior investment analyst since joining the firm in May 2005. “Joe’s contributions to the development of Gresham’s investment platform convey the level of excellence our clients and leadership team expect,” said President and Chief Investment Officer Ted Neild. “He has consistently demonstrated the ability to take the lead on investment discussions, and to be a key voice in our manager due diligence process to help build truly diversified portfolios. With this change in title, we affirm our confidence in Joe’s ability to elevate Gresham’s investment offering.”

“Joe’s contributions to the development of Gresham’s investment platform convey the level of excellence our clients and leadership team expect”

Simpson leverages his research and trading experience to identify and evaluate a broad range of investment strategies for Gresham’s clients. His background in quantitative modeling was instrumental in developing the firm’s manager due diligence process and risk monitoring framework. Prior to joining Gresham, Simpson was a vice president in the Private Banking & Investment Group at Merrill Lynch, working on asset allocation, portfolio construction, and manager selection strategies for the firm’s largest advisory groups. In addition to his investment management responsibilities, Simpson supervises the operations of Gresham’s investment platform, overseeing all back office functions of the firm’s investment partnerships.

About Gresham

Formed in 1997, Gresham Partners LLC is a nationally recognized, independent wealth management firm serving select families with investable assets of at least $25 million. Known for its commitment to delivering superior investment performance and highly personalized wealth planning, Gresham’s client focused solutions feature hard to access managers without the conflicts typical of other firms. With nearly $3 billion under management, Gresham’s Risk Conscious^® investment platform and holistic planning are focused on preserving and growing clients’ assets. The firm’s team of highly skilled professional advisors allows families greater freedom to pursue career and personal interests.