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Cepa Gus Spaulding

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Cepa Gus Spaulding

Managing Director, Wealth Advisor | Cresset

Denver, Colorado, United States

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Cepa Gus Spaulding

Summary

Cepa Gus Spaulding is a seasoned Managing Director and Wealth Advisor at Cresset, with a robust background in capital markets and wealth management. His experience spans over a decade in high-stakes financial environments, including notable roles at Bank of America Private Bank and J.P. Morgan. With a strong focus on multi-generational wealth transfer and investment strategies, he has a proven track record of advising high net worth individuals and families. Gus is known for his analytical skills, particularly in securities lending and mortgage lending, and is proficient in Microsoft Excel and PowerPoint. He holds a BA in Economics and Sociology from Bowdoin College, which complements his financial expertise. Residing in Denver, Colorado, he is deeply connected to the local financial community and actively engages in industry discussions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cepa Gus Spaulding

Work Experience

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Managing Director, Wealth Advisor at

Cresset

March 2020 - Present

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Senior Vice President, Private Client Advisor at

Bank of America Private Bank

October 2016 - March 2020

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Private Banker at

J.P. Morgan

September 2013 - October 2016

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Private Banker at

J.P. Morgan

August 2010 - August 2013

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Operations Specialist at

Brown Brothers Harriman

June 2009 - September 2010

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Cepa Gus Spaulding

Education

Bowdoin College, Ba

January 2005 - January 2009

deerfield academy

January 2001 - January 2005

Frequently Asked Questions about Cepa Gus Spaulding

What is Cepa Gus Spaulding email address?

Cepa Gus Spaulding's primary email address is **********@cressetcapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cepa Gus Spaulding work for?

Cepa Gus Spaulding is a Managing Director, Wealth Advisor at Cresset, a company specializing in Functions related to depository banking.

Where Cepa Gus Spaulding graduated from?

Cepa Gus Spaulding holds a degree in Economics, Sociology from Bowdoin College.

How can I directly contact Cepa Gus Spaulding?

To contact Cepa Gus Spaulding directly, you can use the email address **********@cressetcapital.com. Complete contact information is available upon registration with Muraena.

Who is Cepa Gus Spaulding?

Cepa Gus Spaulding is a seasoned Managing Director and Wealth Advisor at Cresset, with a robust background in capital markets and wealth management. His experience spans over a decade in high-stakes financial environments, including notable roles at Bank of America Private Bank and J.P. Morgan. With a strong focus on multi-generational wealth transfer and investment strategies, he has a proven track record of advising high net worth individuals and families. Gus is known for his analytical skills, particularly in securities lending and mortgage lending, and is proficient in Microsoft Excel and PowerPoint. He holds a BA in Economics and Sociology from Bowdoin College, which complements his financial expertise. Residing in Denver, Colorado, he is deeply connected to the local financial community and actively engages in industry discussions.

Cepa`s contact details

mail

**********@cressetcapital.com

Colleagues

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Sarah Simon

Managing Director, Wealth Advisor

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Oleg Ikhelson

Partner, Managing Director, Head of Tax

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Oliver Rose

Founder of Cresset Catalyst

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Steve Wathen

Managing Director, Client Service

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Peter Sherlock

Managing Director and Partner

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Phil Strohm

Managing Director, Wealth Advisor

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Adwoa Mograbi

Chief People Officer

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Andrew O'connell

Managing Director, Wealth Advisor

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Barbara Young

Executive Managing Director & Advisory Board Member

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Brooks Hays Slate Cfa

Private Wealth Advisor, Managing Director and Partner

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