Nathan K. Snodgrass
Trading-Equity at Cresset Asset Management LLC
Profile
Mr. Nathan K.
Snodgrass, CFA, is a Managing Director of Investment Strategy at Cresset Asset Management LLC.
Since 1993 he has counseled high-net-worth families in all aspects of wealth management.
He provides advice regarding intergenerational wealth transfer, estate plan design and administration, philanthropic structures, and is especially passionate about working with clients’ investments.
Prior to joining Cresset, he was a Principal with Evanston Advisors serving as Chief Investment Officer, with primary responsibility for portfolio strategy, asset allocation, investment research and security selection.
Mr. Snodgrass received his BA degree in Marketing from North Park University.
Mr. Snodgrass is s a CFA charter holder, a CFP professional, and a Registered Investment Advisor Representative.
He is a member of the CFA Institute and the CFA Society of Chicago.
Nathan K. Snodgrass active positions
| Companies | Position | Start |
|---|---|---|
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. | Trading-Equity | 2019-03-18 |
Former positions of Nathan K. Snodgrass
| Companies | Position | End |
|---|---|---|
Evanston Investments, Inc.
 Evanston Investments, Inc. Investment ManagersFinance Founded in 1982 by Keith Cantrell, Evanston Investments, Inc. is a registered investment advisor located in Schaumburg, Illinois. The firm also does business as Evanston Advisors. The firm offers personalized family office advisory services to a select group of high-net-worth families and individuals, trusts, charitable entities, pension and profit sharing plans, corporations, and other business entities. | Compliance Officer | 2019-03-18 |
Training of Nathan K. Snodgrass
| North Park University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Evanston Investments, Inc.
Evanston Investments, Inc. Investment ManagersFinance Founded in 1982 by Keith Cantrell, Evanston Investments, Inc. is a registered investment advisor located in Schaumburg, Illinois. The firm also does business as Evanston Advisors. The firm offers personalized family office advisory services to a select group of high-net-worth families and individuals, trusts, charitable entities, pension and profit sharing plans, corporations, and other business entities. | Finance |
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 |
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