Gresham Partners, an independent investment and wealth management firm with $10.1 billion in assets under management (AUM)*, is pleased to announce the promotions of Channing Bass, Alexandra Nelson, CFP®, and Michelle Quinn, CFP® to Advisor.
“Today, we are thrilled to celebrate the well-earned promotions of three exceptional colleagues—Channing, Alexandra, and Michelle,” said Ted Neild, CEO of Gresham Partners. “Each of them has played a vital role in our firm’s success, demonstrating not only deep expertise and dedication but also an unwavering commitment to our clients and our core values. Their leadership, insight, and passion for excellence have made a lasting impact, and we have every confidence that they will continue to elevate the level of service and strategic guidance we provide. We are proud to recognize their achievements and look forward to their continued contributions to Gresham’s future.”
About the Newly Promoted Advisors
Channing Bass joined Gresham in 2020 as a Client Service Associate, advancing to Senior Client Service Associate in 2022. He works closely with clients on investment management and wealth transfer planning. Channing holds a B.A. in Economics and an M.S. in Accounting from the University of North Carolina-Chapel Hill.
Alexandra Nelson, CFP® has been with Gresham since 2019, advancing to Senior Client Service Associate in 2022. She specializes in estate, wealth transfer, and philanthropic planning. Alexandra earned a B.S. in Chemistry-Business from the University of Notre Dame, an M.S. in Biotechnology and Business from University College Dublin, and an M.B.A. in Finance and Economics from the University of Chicago Booth School of Business.
Michelle Quinn, CFP® joined Gresham in 2021 and advanced to Senior Client Service Associate in 2023. She focuses on comprehensive financial planning and client advisory services, ensuring seamless wealth management solutions. Michelle is currently pursuing an M.B.A. at the University of Chicago Booth School of Business and holds a B.A. in Economics from the University of Wisconsin-Madison.
For more information, visit greshampartners.com or contact info@greshampartners.com
*Assets Under Management as of 12/31/2024
About Gresham Partners, LLC
For nearly 30 years, Gresham has provided independent investment and wealth management services to ultra-high-net-worth families. A key part of this commitment is investing in the growth and development of its team, ensuring the firm continues to meet the evolving needs of the families it serves. Headquartered in Chicago, Gresham is fully owned by its senior professionals and provides investment management and wealth planning services to ultra-high-net-worth families.
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Contacts
Amanda DeHaan
Gresham Partners
info@greshampartners.com
