Derek M. Chipman
Lid van de Investeringscommissie bij Cresset Asset Management LLC
Profiel
Mr. Derek M.
Chipman is an Associate Director of Private Investment Reporting at Cresset Asset Management LLC.
He focuses on portfolio management and investment strategies.
He works directly with clients’ advisors to provide portfolio construction and implementation as well as due diligence and ongoing investment monitoring.
Using data-driven metrics to evaluate investment performance, he provides clients with advanced private investment reporting.
He is a primary point of contact for relationships with third-party investment managers and a member of Cresset’s Investment Committee.
Mr. Chipman received a B.B.A in Finance and minor in Economics from James Madison University.
Actieve functies van Derek M. Chipman
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | 16-06-2020 |
Eerdere bekende functies van Derek M. Chipman
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Analyst-Equity | 16-06-2020 |
Opleiding van Derek M. Chipman
| James Madison University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
