Gresham Partners, LLC
Beau Feeny is a seasoned professional with extensive experience in product management, business intelligence, and customer support across various industries. Currently serving as AVP and Manager of Business Intelligence at Gresham Partners, LLC since May 2017, Beau focuses on building internal tech products to enhance employee productivity and client experience while collaborating with project managers and developers using Agile and Waterfall methodologies. Previously, as a Product Manager at FEM Inc. from January 2015 to January 2017, Beau successfully led product development initiatives and drove significant increases in user engagement. Experience at HubSpot involved implementing software solutions and creating guidelines that streamlined processes for client support. Additionally, Beau has contributed to academic research at Harvard University and has held various roles in production and teaching, showcasing a strong foundation in both technical and managerial skills. Beau holds an A.B. in History with a Secondary Field in Computer Science from Harvard University.
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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.