Nathan K. Snodgrass
Trading-Equity en Cresset Asset Management LLC .
Perfil
Mr. Nathan K.
Snodgrass, CFA, is a Managing Director of Investment Strategy at Cresset Asset Management LLC.
Since 1993 he has counseled high-net-worth families in all aspects of wealth management.
He provides advice regarding intergenerational wealth transfer, estate plan design and administration, philanthropic structures, and is especially passionate about working with clients’ investments.
Prior to joining Cresset, he was a Principal with Evanston Advisors serving as Chief Investment Officer, with primary responsibility for portfolio strategy, asset allocation, investment research and security selection.
Mr. Snodgrass received his BA degree in Marketing from North Park University.
Mr. Snodgrass is s a CFA charter holder, a CFP professional, and a Registered Investment Advisor Representative.
He is a member of the CFA Institute and the CFA Society of Chicago.
Cargos activos de Nathan K. Snodgrass
| Empresas | Cargo | Inicio |
|---|---|---|
Cresset Asset Management LLC
 Cresset Asset Management LLC Investment ManagersFinance Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles. | Trading-Equity | 19/03/2019 |
Antiguos cargos conocidos de Nathan K. Snodgrass.
| Empresas | Cargo | Fin |
|---|---|---|
Evanston Investments, Inc.
 Evanston Investments, Inc. Investment ManagersFinance Founded in 1982 by Keith Cantrell, Evanston Investments, Inc. is a registered investment advisor located in Schaumburg, Illinois. The firm also does business as Evanston Advisors. The firm offers personalized family office advisory services to a select group of high-net-worth families and individuals, trusts, charitable entities, pension and profit sharing plans, corporations, and other business entities. | Oficial de Cumplimiento | 19/03/2019 |
Formación de Nathan K. Snodgrass.
| North Park University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Evanston Investments, Inc.
Evanston Investments, Inc. Investment ManagersFinance Founded in 1982 by Keith Cantrell, Evanston Investments, Inc. is a registered investment advisor located in Schaumburg, Illinois. The firm also does business as Evanston Advisors. The firm offers personalized family office advisory services to a select group of high-net-worth families and individuals, trusts, charitable entities, pension and profit sharing plans, corporations, and other business entities. | Finance |
Cresset Asset Management LLC
Cresset Asset Management LLC Investment ManagersFinance Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles. | Finance |
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