CHICAGO (PRWEB) February 06, 2023
Gresham Partners, LLC, an independent investment and wealth management firm managing over $8.6 billion* for select families and family offices located nationally, today announced the selection of a new partner. Les Carter has been promoted from within the firm to partner and was selected based on his leadership qualities and the value he has delivered for clients during his tenure.
“Independence has been a core value of Gresham since its founding 25 years ago, as it allows us to operate the firm in alignment with clients’ best interests, without the interference of outside owners. Gresham’s long-term vision is to remain faithful to our core principles while retaining our independence, both in mindset and ownership. Achieving this goal requires that we identify and develop the next generation of leaders who will eventually succeed the people who are leading the firm today. We celebrate what Les has accomplished in his career, for our clients and for Gresham. I am certain that we have a promising future with Les as a new partner by our side,” said Ted Neild, CEO and Chief Investment Officer.
“As Gresham continues to grow, we are thrilled to be able to recognize and reward those who have had a meaningful impact across the firm, have exemplified Gresham’s core values and consistently executed on behalf of our clients. We take enormous pride in witnessing the growth and development of our people and honoring their contributions with an opportunity to become partners in the firm,” said David Salsburg, President.
Les joined Gresham in 2017 as an Advisor providing advice and service to his clients and their family members. In his tenure with Gresham, Les has contributed across a number of areas of the firm including thought leadership, income and estate tax-oriented projects, Associate management, and business development. Prior to joining Gresham, Les practiced law for eight years as a tax and estate planning attorney in the Chicago office of Sidley Austin LLP, where he provided estate planning advice to high-net worth families and advised corporations and hedge funds on federal and state tax issues.
*AUM as of 12/31/2021
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.