Piper Greenbaum Email & Phone Number

Reston, Virginia, United States

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is 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 deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes Top RIA Firm.

Reston, Virginia, United States

Associate Director serving as a primary lead for client onboarding, investment implementation, and private banking services. Responsibilities include, but are not limited to, creating and implementing a customized onboarding experience for high net worth clients, initiating account openings for complex entities, transfers and reconciliation of assets from contra firms, serve as a liaison between Cresset and client CPA’s and attorneys, manage tax document facilitation with client CPA’s, assist internal Planning, Trading, Tax, and Reporting Departments with client related matters, and identifying new technology and opportunities to enhance client experience and promote internal scalability.” 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.”

Towson, Md

As a Client Service Specialist, I support our private client advisors and work directly with clients to manage their account needs. This role entails everything from new client on-boarding to the management of cash flow needs to quarterly reporting and client requests.Founded in 2004, Greenspring is a "fee-only" wealth management and retirement plan consulting firm located in Towson, Maryland. Consistently ranked as one of the leading independent advisory firms in the United States, Greenspring currently advises over 225 individual and more than 50 institutional clients.

Timonium, Md

After joining Jacob William Advisory in June of 2011 as the Director of Client Relations, I have successfully created a company culture that raises Jacob William Advisory to a higher level with my true passion for creating personal relationships and my attention to detail. As the Director of Client Services and Operations, I will continue to uphold the level of excellence my clients are use to by assisting them with any account activity, coordination, and processing.Investment advice offered through CWM, LLC, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of and have not been reviewed by CWM, LLC or Jacob William Advisory as to accuracy or completeness.

As the Director of Client Relations, I am the point person to make sure clients are getting everything they need and their questions answered. I truly develop relationships with our clients and they feel comfortable talking to me about their concerns. The philosophy at Jacob William differs from other financial advisories in that our goal is to help reduce risk. While we take advantage of market opportunities, our strategies are designed to hedge against dips in the market, which provides financial confidence for our clients in down markets. Because we are fee-based, we get no commissions so our clients know our only interest is theirs. The philosophy of putting the client first dovetails nicely with my responsibility of maintaining client relationships.Investment advice offered through CWM, LLC, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of and have not been reviewed by CWM, LLC or Jacob William Advisory as to accuracy or completeness.

Towson, Maryland

I provide piano and French horn lessons to students of all ages. Each lesson covers a variety of skills ranging from introductory vocabulary to advanced techniques. Visit www.themusicspace.com for more information on the studio.

Washington D.C. Metro Area

As the leader of on-site promotional and marketing efforts I coordinated with my team to make sure every show was prepared with the proper materials and that our interns were focused and on task. It was my job to enforce any marketing and promotional efforts on-site and to make sure such duties were completed accordingly. This included shows, festivals, any other events which required on-site tabling, distribution of materials, posting proper promotional materials, and more. At each show I was the supervisor for several interns to make sure they were carrying out the tasks given to them.