Gresham Partners

As the “Great Wealth Transfer” unfolds, women are increasingly becoming primary decision-makers for significant family wealth. With that comes a growing need for integrated, long-term advisory relationships. In this Advisorpedia article, Alexandra N. and Amber Stewart, CFP(R) explore how ultra-high-net-worth women exercise their responsibilities for governance, philanthropy, estate planning, and multigenerational legacy. https://lnkd.in/eQKBQWZa

Please join us in welcoming our Summer 2026 intern class: Tommy Hall, Nithya Thudi, Elias Pederson and Sam Neubert. We’re especially excited to welcome Tommy back for a second summer with the firm as a Year 2 Intern. One of the best parts of summer at Gresham is having interns in the office. We’re excited to have this group in the office, learning alongside our team, building new relationships and gaining hands-on experience across the firm. We’re looking forward to a great summer together.

Gresham Partners was pleased to support the 2026 NEXUS Global Summit on May 14th, where Kim Kamin also led a workshop on “Money, Marriage, and Mutual Respect: Navigating Nuptial and Cohabitation Agreements." The session offered a thoughtful masterclass on fostering healthy, respectful conversations around marriage in the context of family wealth, legacy, and partnership, exploring how to balance the perspectives of both those stewarding family wealth and those joining it. The discussion addressed key marital agreements including cohabitation, premarital, and postmarital arrangements while also reflecting on the broader experience of welcoming a new spouse into a family, with a focus on building trust, alignment, and enduring relationships.

At Gresham Partners, we believe that important financial decisions shouldn’t be driven by short-term trends, but by thoughtful portfolio construction.     This approach is highlighted by our Investment Director, Irene Zhang, CFA. In her structured approach to portfolio management, Irene brings a deeply analytical perspective to managing wealth for ultra-high-net-worth families and institutions. Her background spans investment research, portfolio management, and strategic asset allocation, and this experience reinforces the disciplined, long-term mindset she brings to clients every day.    If you’re looking for a less impulsive and more strategic approach to managing your wealth or need a strong portfolio manager to help guide your portfolio construction, learn more about us at: https://lnkd.in/eKughNP8 Gresham Partners is registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC alone does not imply a certain level of skill or training

Gresham Partners participated in the 42nd annual J.P. Morgan Corporate Challenge in Chicago, joining companies from across the city for an evening focused on teamwork, connection, and community.   From runners to walkers, it was great to see our team out there representing the firm and enjoying one of Chicago’s longstanding traditions. Events like these are a reminder that strong teams are built both inside and outside the office.

Our Q1 Quarterly Investment Video is now live! Our CEO & CIO Ted Neild joined Sean Warrington, Partner and Head of Private Investments, and Joe Simpson, Partner and Head of Public Investments, to discuss why oil is a price problem in the U.S. but a scarcity crisis in Asia, how we're approaching software stocks down 40–60% on AI disruption fears, and the significance of SpaceX's upcoming IPO for venture valuations. Watch the full conversation including on-the-ground perspectives from recent trips to Hong Kong and South Korea: https://lnkd.in/gu3M5wtQ

Yesterday afternoon, Gresham's People of Color Employee Resource Group welcomed Gwen Cohen to a firm-wide Lunch & Learn to share insights from her award-winning book, 𝘉𝘶𝘵𝘵𝘦𝘳𝘧𝘭𝘪𝘦𝘴, 𝘉𝘦𝘦𝘴, 𝘢𝘯𝘥 𝘉𝘶𝘣𝘣𝘭𝘦𝘴.    In a conversation moderated by Senior Associate Wealth Strategist Angel Russell-Johnson, Gwen reflected on wisdom passed down across three generations of women in her family. She also offered thoughtful perspectives on mentorship, finding unexpected advocates, and recognizing the meaningful role advisors play in supporting the families they serve.  

We are honored that Family Wealth Report has recognized Gresham Partners for our work serving ultra-high-net-worth families, naming both our firm and two of our partners as winners in five award categories at last week’s gala dinner, including: -Multifamily Office ($5 billion to $15 billion) -Outstanding CIO Ted Neild -Wealth Planning -Women in Wealth Advisory (Individual) Kim Kamin -Leading Individual (MFO) Kim Kamin Gresham is thankful for this honor and grateful for the opportunity to serve our clients with unwavering dedication. Our success is a direct reflection of the trust our clients have placed in us. Thank you to the Family Wealth Report judges for this tremendous recognition – and congratulations to our colleagues in the industry on their well-deserved wins!  

Our firm continues to focus on providing our clients with a true family office approach. As Director of Family Office Services & Advisor Steve Czocher, CFA, CFP® shares, it’s about serving as a Personal CFO. This includes bringing together investments, tax, estate planning, and more into one integrated strategy aligned with each client’s long-term goals. Ultimately, it’s about building the trust that gives families clarity, confidence, and peace of mind. If you’re looking for a more integrated approach to managing your wealth or want a partner who can bring clarity to complexity, learn more about us at: https://lnkd.in/eKughNP8 Gresham Partners is registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC alone does not imply a certain level of skill or training. 

Ahead of tomorrow night’s Family Wealth Report Awards, we’re proud to recognize the team at Gresham Partners for being named a finalist in nine categories: ⚫ Multi-Family Office ($5b to $15b)  ⚫ Outstanding CIO Ted Neild ⚫ Rising Star Under 40 Irene Zhang, CFA  ⚫ Private Client Investment Platform  ⚫ Leading Individual (MFO) Kim Kamin  ⚫ Women in Wealth Investment Irene Zhang, CFA  ⚫ Women in Wealth Advisory (Individual) Kim Kamin  ⚫ Women in Wealth Advisory (Individual) Leisa Storbeck ⚫ Wealth Planning This recognition reflects the depth of expertise and integrated approach that defines Gresham’s work with ultra-high-net-worth clients. Wishing the entire team and all finalists the best of luck!