Patrick Regan
Head-Equity Investments 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 |
| 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 |
| Derek M. Chipman | 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. | 4 years |
| David William Karp | 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 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. | 4 years |
| Gary P. Smaby | M | - |
The Curtis L. Carlson School of Management
| 21 years |
| Lars Gunnar Okeson | 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. | 4 years |
| 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 |
| 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 |
|---|---|---|---|---|
| Charlie Maxwell | M | - |
Meristem Family Wealth LLC
 Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | 19 years |
| Chris Rasmussen | M | - |
The Curtis L. Carlson School of Management
| 7 years |
| Mike Earl | M | - |
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | - |
| Ronald Fisher | M | 76 |
E*TRADE Group, Inc. (Old)
 E*TRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services E*TRADE Group, Inc. (Old) is a company based in Escondido, CA. | - |
| Xian Dong Jing | M | 51 |
The Curtis L. Carlson School of Management
| 2 years |
| Kong Rong Pan | M | 65 |
The Curtis L. Carlson School of Management
| 1 years |
| Dan Sholian | M | - |
Dain Rauscher, Inc.
| 4 years |
| Sandra Stallings | F | - |
Dain Rauscher, Inc.
| 4 years |
| Dustin R. Benson | M | - |
The Curtis L. Carlson School of Management
| 2 years |
| Christian F. Lundsgaard | M | - |
The Curtis L. Carlson School of Management
| 2 years |
| Michael Rodger Buttshaw | M | 61 |
The Curtis L. Carlson School of Management
| 1 years |
| Ben Stoddard | M | - |
The Curtis L. Carlson School of Management
| 2 years |
| Steve L. Kavan | M | - |
The Curtis L. Carlson School of Management
| 4 years |
| Qing Sheng Zhu | M | 61 |
The Curtis L. Carlson School of Management
| 2 years |
| George Gibson | M | 58 |
The Curtis L. Carlson School of Management
| 5 years |
| J. D. Leggott | M | - |
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | 10 years |
| Joe McConnell | M | - |
The Curtis L. Carlson School of Management
| 4 years |
| James Claussen | M | 51 |
The Curtis L. Carlson School of Management
| 2 years |
| Jason Hegrenes | M | - |
The Curtis L. Carlson School of Management
| 2 years |
| Shan Hong Mao | M | 59 |
The Curtis L. Carlson School of Management
| 2 years |
| Jared Oasheim | M | 41 |
The Curtis L. Carlson School of Management
| 2 years |
| Mike Guanella | M | - |
The Curtis L. Carlson School of Management
| 3 years |
| Michael R. Boardman | M | - |
The Curtis L. Carlson School of Management
| 4 years |
| Jacie Fogelberg | F | - |
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | - |
| Richard Rodgers | M | 57 |
The Curtis L. Carlson School of Management
| 2 years |
| Avanish Vellanki | M | 49 |
The Curtis L. Carlson School of Management
| 2 years |
| Stephen C. Richards | M | 70 |
E*TRADE Group, Inc. (Old)
E*TRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services E*TRADE Group, Inc. (Old) is a company based in Escondido, CA. | 4 years |
| Jason Ballsrud | M | 50 |
The Curtis L. Carlson School of Management
| 2 years |
| Parice Halbert | F | - |
Dain Rauscher, Inc.
| 6 years |
| Ben Johnson | M | - |
Dain Rauscher, Inc.
| 2 years |
| Mary Kathleen Titler | F | - |
The Curtis L. Carlson School of Management
| 1 years |
| Parag Agarwal | M | - |
The Curtis L. Carlson School of Management
| 2 years |
| Stacey M. Curme | F | - |
The Curtis L. Carlson School of Management
| 2 years |
| Nancy M. Bergstrom | F | - |
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | - |
| Mary T. Keller | F | - |
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | - |
| Eric Stone Hathaway | M | - |
The Curtis L. Carlson School of Management
| 3 years |
| Scott R. Lavinia | M | - |
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | 4 years |
| Jared R. Lewis | M | - |
Dain Rauscher, Inc.
| 2 years |
| Jason J. Callan | M | - |
The Curtis L. Carlson School of Management
| 2 years |
| Mary Willauer | F | - |
Dain Rauscher, Inc.
| - |
| Philip J. Albert | M | 58 |
The Curtis L. Carlson School of Management
| 1 years |
| Emily Kirsten Soltvedt | F | - |
The Curtis L. Carlson School of Management
| 4 years |
| Eric Paul Glass | M | - |
The Curtis L. Carlson School of Management
| 1 years |
| Jesse Bockstedt | M | - |
The Curtis L. Carlson School of Management
| 5 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 55 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Patrick Regan
- Personal Network
