Gresham Partners, LLC
Allison Lurie is a seasoned professional with extensive experience in operations and client service, currently serving as Partner and Director of Operations at Gresham Partners, LLC since May 2009. Lurie has held several key positions at the firm, including Vice President of Client Service and Senior Associate. Prior to Gresham Partners, Lurie worked as an Analyst at BMO Capital Markets from October 2007 to May 2009. Educational credentials include an Executive MBA from the Kellogg School of Management at Northwestern University, a Diploma in Financial Planning from New York University, and a B.S. in Management and Business Administration from the University of Colorado Boulder - Leeds School of Business, along with studies through Semester At Sea.
Gresham Partners, LLC
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Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer for nearly a quarter of a century. Today, we manage or advise on approximately $8.0 billion* and for about 121 families* located nationally. We are committed to providing superior investment performance by utilizing select, difficult-to-access managers that are located globally in a full range of asset classes and are not affiliated with Gresham. We make these managers available to our clients in a flexible format well suited to achieving a broad spectrum of investor goals. We integrate this investment approach with comprehensive wealth planning and management services to address the full range of each client’s financial needs, often avoiding the need for them to maintain a family office. Gresham is wholly owned by its senior professionals, client fees are its sole source of compensation, it avoids conflicts of interest that affect many other firms and it acts as a fiduciary dedicated to serving its clients’ best interests. There can be no guarantee that such returns will be realized or that losses will be avoided. *Approximate AUM and client families as of 12/31/22.