Directory

>

Peter Sherlock

avatar

Peter Sherlock

Managing Director and Partner | Cresset

Denver, Colorado, United States

View contact details (it's free)

Peter Sherlock

Summary

Peter Sherlock is a seasoned Managing Director and Partner at Cresset, where he specializes in helping clients build investment portfolios tailored to their financial aspirations. With a robust background in legal services and banking, he has honed his expertise in estate planning, wealth transfer, and philanthropic endeavors. Peter has held key leadership roles at prestigious institutions like JP Morgan and Us Trust, showcasing his ability to navigate complex financial landscapes. His academic credentials include a J.D. from Emory University School of Law and a specialization in International Business from the University of St. Andrews. Known for his strategic insights and client-centric approach, Peter has a passion for working with family offices and private business owners. He is also committed to continuous professional development, staying abreast of emerging trends in the financial sector. Residing in Denver, Colorado, he leverages his extensive network to foster meaningful client relationships and drive impactful financial solutions.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Peter Sherlock

Work Experience

company logo

Managing Director and Partner at

Cresset

March 2020 - Present

company logo

Managing Director at

Bank of America Pvt Wealth Management

December 2016 - March 2020

company logo

Executive Director at

J.P. Morgan

February 2015 - December 2016

company logo

Vice President at JP Morgan's Private Bank at

J.P. Morgan

February 2013 - February 2015

company logo

Banker Associate at

J.P. Morgan

June 2010 - February 2013

company logo

Associate at

Drew Eckl & Farnham

May 2007 - November 2009

Logos provided by Logo.dev

Peter Sherlock

Education

Emory University School of Law, Jd

January 2005 - January 2008

University of St. Andrews

January 2004 - January 2005

Emory University, Emory

January 2000 - January 2004

Strom Thurmond High School

Strom Thurmond High School

Frequently Asked Questions about Peter Sherlock

What is Peter Sherlock email address?

Peter Sherlock'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 Peter Sherlock work for?

Peter Sherlock is a Managing Director and Partner at Cresset, a company specializing in Functions related to depository banking.

Where Peter Sherlock graduated from?

Peter Sherlock holds a degree in Law from Emory University School of Law.

How can I directly contact Peter Sherlock?

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

Who is Peter Sherlock?

Peter Sherlock is a seasoned Managing Director and Partner at Cresset, where he specializes in helping clients build investment portfolios tailored to their financial aspirations. With a robust background in legal services and banking, he has honed his expertise in estate planning, wealth transfer, and philanthropic endeavors. Peter has held key leadership roles at prestigious institutions like JP Morgan and Us Trust, showcasing his ability to navigate complex financial landscapes. His academic credentials include a J.D. from Emory University School of Law and a specialization in International Business from the University of St. Andrews. Known for his strategic insights and client-centric approach, Peter has a passion for working with family offices and private business owners. He is also committed to continuous professional development, staying abreast of emerging trends in the financial sector. Residing in Denver, Colorado, he leverages his extensive network to foster meaningful client relationships and drive impactful financial solutions.

Peter`s contact details

mail

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

**************@jpmorgan.com

Colleagues

avatar
Sarah Simon

Managing Director, Wealth Advisor

avatar
Oleg Ikhelson

Partner, Managing Director, Head of Tax

avatar
Oliver Rose

Founder of Cresset Catalyst

avatar
Steve Wathen

Managing Director, Client Service

avatar
Phil Strohm

Managing Director, Wealth Advisor

avatar
Adwoa Mograbi

Chief People Officer

avatar
Andrew O'connell

Managing Director, Wealth Advisor

avatar
Barbara Young

Executive Managing Director & Advisory Board Member

avatar
Brooks Hays Slate Cfa

Private Wealth Advisor, Managing Director and Partner

avatar
Cepa Gus Spaulding

Managing Director, Wealth Advisor

View Contact details (it's free)
Request Profile Removal