Lars Gunnar Okeson
Gestionnaire de Portefeuille-Actions chez Cresset Asset Management LLC
Profil
Mr. Lars G.
Okeson, CPA, is a Managing Director & Wealth Advisor at Cresset Asset Management LLC.
Mr. Okeson advises Family Office clients on financial planning and investment strategies.
He is responsible for client portfolio creation, implementation, due diligence and ongoing management.
Mr. Okeson obtains strategic and financial leadership qualities from over 30 years in a broad range of industries, including information technology, software, pharmaceutical, healthcare services and hospitality.
He began his career in 1986 as a CPA with Arthur Andersen LLP.
His work experience includes tenures in leadership roles at both private and public companies including Fuiz Technologies Inc, Convergence Holdings Corp, IKIMBO Inc, ServerVault Corp, and private equity firm Revolution LLC as Executive Vice President/ Chief Financial Officer.
In his most recent position before joining PagnatoKarp, Mr. Okeson was a Vice President/Financial Advisor at Bernstein Private Wealth Management, where he managed several significant client relationships.
He graduated from the College of William & Mary where he received a BBA in Accounting and was a CPA during his 10 years in public accounting.
Postes actifs de Lars Gunnar Okeson
| 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 | 16/06/2020 |
Anciens postes connus de Lars Gunnar Okeson
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur Financier/CFO | 16/06/2020 |
Servervault LLC
 Servervault LLC Information Technology ServicesTechnology Services Servervault LLC provides IT infrastructure management and hosting services. The firm offers secure intranet & Internet, web applications & web sites for clients in the financial, healthcare, information technology and government sectors. It services include solution design & engineering, network, facility infrastructure, system management and application services. The company was founded by Patrick J. Sweeney in 1999 and is headquartered in Dulles, VA. | Corporate Officer/Principal | - |
Ikimbo, Inc.
 Ikimbo, Inc. Packaged SoftwareTechnology Services Ikimbo, Inc. develops instant messaging software. It provides instant messaging software and also professional services to assist clients in planning, implementation and integration with legacy systems. The company is located in Herndon, VA | Corporate Officer/Principal | - |
| Convergence Holdings Corp. | Corporate Officer/Principal | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Formation de Lars Gunnar Okeson
| The College of William & Mary | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Revolution LLC
 Revolution LLC Investment ManagersFinance Revolution LLC provides investment services. The firm operates through the following segments: Revolution Places, Revolution Living, Revolution Health, and Revolution Ventures. Revolution Places partners with companies in the resort, real estate, and travel industries; Revolution Living focuses time and investments; Revolution Health, and Revolution Ventures focuses on investments in earlier-stage companies. The company was founded by Steve M. Case, Donn M. Davis, William E. Tige Jr., and Teodore J. Leonsis in 2005 and is headquartered in Washington, DC. | Finance |
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 |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
| Convergence Holdings Corp. | |
Ikimbo, Inc.
Ikimbo, Inc. Packaged SoftwareTechnology Services Ikimbo, Inc. develops instant messaging software. It provides instant messaging software and also professional services to assist clients in planning, implementation and integration with legacy systems. The company is located in Herndon, VA | Technology Services |
Servervault LLC
Servervault LLC Information Technology ServicesTechnology Services Servervault LLC provides IT infrastructure management and hosting services. The firm offers secure intranet & Internet, web applications & web sites for clients in the financial, healthcare, information technology and government sectors. It services include solution design & engineering, network, facility infrastructure, system management and application services. The company was founded by Patrick J. Sweeney in 1999 and is headquartered in Dulles, VA. | Technology 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 |
