The latest moves and appointments in wealth management in the Americas.
Gresham Partners, the Chicago-headquartered wealth manager, has promoted Allison Lurie (pictured) to partner. She is director of operations and has worked at the firm for 14 years.
The organization oversees more than $8 billion (as of December 31, 2022) of assets for families and family offices.
During her time at the firm, Lurie created the position of manager of client associates and client service operations.
Prior to joining Gresham in 2009, Lurie worked as an analyst for a financial services firm in Chicago. She received a bachelor’s degree from the University of Colorado Boulder – Leeds School of Business and an executive MBA from Northwestern University Kellogg School of Management, expected in December.