Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Ramich is an Investment Advisor Representative with Cresset Asset Management, LLC in Chicago, IL and Denver, CO. Vanessa has been in the financial services industry since 2005 and has a strong background in investment management, financial planning and portfolio management. Before joining Cresset Asset Management, LLC, Vanessa worked for J.P. Morgan Securities LLC and Sanford C. Bernstein & Co., LLC. Vanessa holds the Series 65, Series 7, and Series 63 licenses and has extensive experience working with high net worth individuals, charitable organizations, corporations and other businesses. Vanessa is also an expert in portfolio management for pooled investment vehicles and has a deep understanding of the financial planning and investment needs of a wide range of clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
07/28/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
CO
06/26/2013 - 06/12/2019
J.P. MORGAN SECURITIES LLC (DENVER CO)
NY
07/12/2005 - 03/08/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/07/2005 - 07/22/2005
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
IA
Issued 07/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Vanessa Ramich is the right advisor for you? Invested Better is here to help.
