Gresham Partners, LLC
Jennifer Biaggi Scalise, CPA, possesses extensive experience in investment operations and accounting, currently serving as Vice President and Manager at Gresham Partners, LLC since March 2003. In this role, Jennifer collaborates closely with the Controller to manage partnership accounting for Private Equity and Real Asset partnerships, focusing on calculating quarterly capital call and distribution amounts for limited partners. Previous positions include Senior Associate in Investment Operations and Client Associate, where Jennifer supported affluent families in integrated wealth management services. Prior to Gresham Partners, Jennifer worked in tax at American Express Tax and Business Services and gained foundational experience in audit and tax at Arthur Andersen. Jennifer holds a degree from the University of Illinois Chicago, earned between 1995 and 1999.
This person is not in the org chart
Gresham Partners, LLC
1 followers
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.