Derek M. Chipman
Investment Committee Member at Cresset Asset Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jack Alan Ablin | M | - |
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. | 7 years |
| Steve Berardi | M | - |
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.
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. | 7 years |
| Lars Gunnar Okeson | M | - |
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.
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. | 8 years |
| David William Karp | M | - |
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.
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. | 8 years |
| Avy Stein | M | 69 |
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. | 7 years |
| Doug Regan | M | - |
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. | 7 years |
| Nathan K. Snodgrass | M | - |
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. | 5 years |
| Patrick Regan | M | - |
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. | - |
| Amy Elizabeth MacLeod | F | - |
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. | 3 years |
| Neil Campbell | M | - |
James Madison University
| 12 years |
| Stuart Jay Birdt | M | - |
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. | 3 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Diana Grimsley | F | - |
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.
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. | 6 years |
| Paul Pagnato | M | - |
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. | 4 years |
| Michael Aaron Cole | M | - |
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. | 2 years |
| Kimberly Raba | F | - |
James Madison University
| 4 years |
| Scott Erik Wennerstrum | M | - |
James Madison University
| 4 years |
| Scott Matthews | M | - |
James Madison University
| 4 years |
| Michelle Sciandra | F | - |
James Madison University
| 4 years |
| Zachary Schechtman | M | - |
James Madison University
| 4 years |
| Norman Mckay | M | - |
James Madison University
| 4 years |
| Patrick Nicoll | M | - |
James Madison University
| 5 years |
| Alex Roche | M | - |
James Madison University
| 4 years |
| Kurt Evertz | M | - |
James Madison University
| 4 years |
| Pratt Templeton | M | - |
James Madison University
| 4 years |
| Michael Weber | M | - |
James Madison University
| 4 years |
| Bill Purdy | M | - |
James Madison University
| 4 years |
| Craig Bodziner | M | - |
James Madison University
| 4 years |
| Alex Carraway | M | - |
James Madison University
| 4 years |
| Kevin Garrigan | M | - |
James Madison University
| 4 years |
| Brendan Patrick Hughes | M | - |
James Madison University
| 5 years |
| Daniel Speed | M | - |
James Madison University
| 4 years |
| Justin John Quaglia | M | - |
James Madison University
| 4 years |
| William F. Coffield | M | - |
James Madison University
| 4 years |
| Sarah Lokitis | F | - |
James Madison University
| 4 years |
| Anoop Nath | M | - |
James Madison University
| 4 years |
| Robert Schumann | M | - |
James Madison University
| 4 years |
| Michael Sciortino | M | - |
James Madison University
| 4 years |
| John Gagliardi | M | - |
James Madison University
| 4 years |
| Joseph Robert Byrnes | M | - |
James Madison University
| 4 years |
| Julie L. Margetich | F | - |
James Madison University
| 4 years |
| Nick Koup | M | - |
James Madison University
| 4 years |
| De'Von Jones | M | - |
James Madison University
| 4 years |
| Drew Wray | M | - |
James Madison University
| 4 years |
| Zachary Weiss | M | - |
James Madison University
| 4 years |
| Dan Mento | M | - |
James Madison University
| 4 years |
| Kyle McCorry | M | - |
James Madison University
| 3 years |
| Burns Cory | M | - |
James Madison University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 47 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Derek M. Chipman
- Personal Network
