CHICAGO--(BUSINESS WIRE)--Gresham Partners, LLC (“Gresham”), an independent investment and wealth management firm that manages over $8.0 billion* for select families and family offices, is proud to announce the promotion of Allison Lurie to Partner.
Allison has been selected as a Partner based on her innovative thinking and leadership qualities, along with her stellar performance as Director of Operations. As the head of Gresham’s Client Service Operations Team, Allison keeps Gresham at the forefront of efficiency and innovation, working closely with other teams to offer what Gresham believes to be best-in-class client service.
“Allison has displayed remarkable qualities through her talent and leadership skills. She excels as a manager, demonstrating an ability to enhance the firm’s processes and efficiency,” said Ted Neild, CEO and Chief Investment Officer. “We eagerly anticipate her future contributions.”
With 14 years of dedicated service at Gresham, Allison has made significant contributions in client service. She notably created the position of Manager of Client Associates and Client Service Operations. In her current role as Director of Operations, she is responsible for developing, enhancing, and implementing solutions for all client service operational activities.
“We take pride in recognizing Allison’s exceptional growth during her tenure and are excited to honor a leader who exemplifies Gresham’s core values,” said David Salsburg, Founder and President. “Allison has successfully built a strong and growing team, and we are confident that she will continue to excel as a Partner.”
Prior to joining Gresham in 2009, Allison worked as an analyst for a financial services firm in Chicago. She received a bachelor’s degree from the University of Colorado Boulder - Leeds School of Business and an Executive MBA from Northwestern University Kellogg School of Management, expected in December.
*AUM as of 12/31/2022
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.