Amy Elizabeth MacLeod
Gestionnaire de Portefeuille-Actions chez Cresset Asset Management LLC
Profil
Ms. Amy E.
MacLeod is a Managing Director & Wealth Advisor at Cresset Asset Management LLC.
She is responsible for managing clients' investment portfolios at Cresset, while also providing guidance on estate planning, wealth transfer strategies, and philanthropy.
Prior to Cresset, Ms. MacLeod spent 13 years with Manchester Capital, servicing all aspects of family office relationships and helping implement investment solutions for clients who want to align their values with their investment portfolios.
She also has experience practicing law in California and Colorado.
She received her M.B.A.
and J.D.
from The University of Chicago, and her A.B.
in Economics from Princeton University.
Postes actifs de Amy Elizabeth MacLeod
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/10/2021 |
Anciens postes connus de Amy Elizabeth MacLeod
| Sociétés | Poste | Fin |
|---|---|---|
Clifford Chance US LLP
 Clifford Chance US LLP Miscellaneous Commercial ServicesCommercial Services Clifford Chance U.S. LLP provides legal services. It offers services in the fields of commercial, capital markets, merger, finance and banking, real estate, tax, pensions and employment, litigation, and dispute resolution. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/04/2004 |
Manchester Capital Management LLC
 Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Membre du Comité d'Investissement | - |
Formation de Amy Elizabeth MacLeod
| Princeton University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
| The University of Chicago Law School | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Finance |
Clifford Chance US LLP
Clifford Chance US LLP Miscellaneous Commercial ServicesCommercial Services Clifford Chance U.S. LLP provides legal services. It offers services in the fields of commercial, capital markets, merger, finance and banking, real estate, tax, pensions and employment, litigation, and dispute resolution. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
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 |