Profiel
Ms. Diana Grimsley is a Managing Director of Investment Operations, Reporting & Business Intelligence at Cresset Asset Management LLC.
Ms. Grimsley oversees the trading and execution as well as the client reporting process.
Using real-time dashboards, unified platforms and innovative reporting tools, she provides timely execution and data-driven clarity on portfolio performance, metrics and asset allocation.
Through True Fiduciary standards of transparency, clients gain an aggregated view of their portfolio across all asset classes.
Ms. Grimsley serves on the Investment Committee.
Previously, Ms. Grimsley spent five years at Merrill Lynch assisting operationally and working with 300+ clients to meet their portfolio reporting and trading needs.
She earned her B.S.
in Finance from George Mason University.
Eerdere bekende functies van Diana Grimsley
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 01-10-2022 |
Cresset PKP LLC
 Cresset PKP LLC Investment ManagersFinance Cresset PKP LLC is a wealth management firm headquartered in Reston, Virginia. Formerly known as PagnatoKarp Partners LLC, the firm was founded by Paul Pagnato Jr. and David Karp in 2016. They were acquierd in 2020 by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Cresset PKP provides investment advisory, family office, and other services to individuals, families, and institutional clients. | Trading-Equity | 16-06-2020 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Analyst-Equity | - |
Opleiding van Diana Grimsley
| George Mason University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Cresset PKP LLC
Cresset PKP LLC Investment ManagersFinance Cresset PKP LLC is a wealth management firm headquartered in Reston, Virginia. Formerly known as PagnatoKarp Partners LLC, the firm was founded by Paul Pagnato Jr. and David Karp in 2016. They were acquierd in 2020 by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Cresset PKP provides investment advisory, family office, and other services to individuals, families, and institutional clients. | 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 |
