Amy Macleod

Amy Macleod Email and Phone Number

Managing Director, Wealth Advisor @ Cresset
chicago, illinois, united states
Amy Macleod's Location
Santa Barbara, California, United States, United States
Amy Macleod's Contact Details

Amy Macleod personal email

n/a

Amy Macleod phone numbers

About Amy Macleod

Amy Macleod is a Managing Director, Wealth Advisor at Cresset. She possess expertise in estate planning, investments, portfolio management, wealth advisor, values based investing and 1 more skills.

Amy Macleod's Current Company Details
Cresset

Cresset

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Managing Director, Wealth Advisor
chicago, illinois, united states
Employees:
117
Amy Macleod Work Experience Details
  • Cresset
    Managing Director, Wealth Advisor
    Cresset Oct 2021 - Present
    Santa Barbara, California, United States
    Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning, and other services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. Since Cresset’s inception in 2017, the firm now has offices across the country and is headquartered in Chicago. The firm is recognized for its excellence and is frequently ranked as a Barron’s and Forbes top advisor.Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.
  • Kinevan Ranch, Llc
    Member
    Kinevan Ranch, Llc Jan 2003 - Present
    Santa Barbara, California, United States
    My great, great-grandparents, Patrick and Nora Kinevan, settled in Santa Barbara County in the 1870s. Patrick was the toll keeper at the summit of San Marcos Pass, which was one of the stops along the stagecoach route between Santa Barbara and the Santa Ynez Valley. He and his sons and daughters homesteaded what is now known as the Kinevan Ranch.
  • Manchester Capital Management
    Wealth Manager
    Manchester Capital Management Jun 2008 - Oct 2021
    Santa Barbara, California Area
    Manchester Capital Management is an independent, multi-family office providing comprehensive wealth advisory services to families and non-profit organizations.
  • Gibson Arnold & Associates
    Director Of Attorney Staffing
    Gibson Arnold & Associates Jun 2006 - Feb 2008
    Developed relationships with law firms and corporate clients, primarily in the Denver metro area. Place attorneys in temporary and permanent positions and managed the contract attorney division.
  • Wheeler Trigg O'Donnell (F/K/A Wheeler Trigg Kennedy)
    Attorney
    Wheeler Trigg O'Donnell (F/K/A Wheeler Trigg Kennedy) May 2004 - Mar 2006
    Handled complex commercial defense litigation for Fortune 100 companies.
  • Clifford Chance Us Llp
    Attorney
    Clifford Chance Us Llp Oct 2002 - Apr 2004
    Complex litigation; defended Fortune 100 companies in federal securities class actions and shareholder derivative suits
  • Gunderson Dettmer Stough Villeneuve Franklin & Hachigian Llp
    Law Clerk
    Gunderson Dettmer Stough Villeneuve Franklin & Hachigian Llp Jun 2001 - Aug 2001
    business transactional legal work; formation and financing of early stage companies, mostly in the technology sector; venture fund formation; private and public stock offerings; mergers and acquisitions

Amy Macleod Skills

Estate Planning Investments Portfolio Management Wealth Advisor Values Based Investing Philanthropy Guidance

Amy Macleod Education Details

Frequently Asked Questions about Amy Macleod

What company does Amy Macleod work for?

Amy Macleod works for Cresset

What is Amy Macleod's role at the current company?

Amy Macleod's current role is Managing Director, Wealth Advisor.

What is Amy Macleod's email address?

Amy Macleod's email address is am****@****llc.com

What is Amy Macleod's direct phone number?

Amy Macleod's direct phone number is +180236*****

What schools did Amy Macleod attend?

Amy Macleod attended University Of Chicago Graduate School Of Business, University Of Chicago Law School, Princeton University.

What skills is Amy Macleod known for?

Amy Macleod has skills like Estate Planning, Investments, Portfolio Management, Wealth Advisor, Values Based Investing, Philanthropy Guidance.

Who are Amy Macleod's colleagues?

Amy Macleod's colleagues are Karen Bayona, Brendan Hungerford, Cfa, Chad Recht, Aleksandra Kurzydlowski, Thomas Pell, Leah Sargent, Holly Heyman.

Not the Amy Macleod you were looking for?

  • Amy (Scahill) MacLeod

    Global Hr Business Partner / Talent Management / Talent Acquisition / Organizational Design / Optimistic Leader / Strategic Hr Planning / Change Management / University Relations
    Greater Boston
  • 4
    yahoo.com, aol.com, gmail.com, travelers.com

    3 +140742XXXXX

  • Amy MacLeod

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    Sykesville, Md
    3
    gmail.com, gmail.com, rndc-usa.com

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