Steve Czocher

Partner, Director of Family Office Services & Advisor

Steve Czocher, CFA, CFP®, is a Wealth Manager and Partner at Gresham Partners, LLC, where they serve multi-generational families by developing and executing wealth plans. With over 25 years of experience in financial services, Steve has expanded their expertise to include estate planning, tax planning, philanthropic planning, and risk management. As the Manager of Family Office Services, they create a service offering that connects clients with external resources, addressing a variety of non-traditional financial needs. Steve holds an MBA in Finance from Loyola University of Chicago and a BS in Finance from Illinois State University. They reside in the west suburbs of Chicago with their spouse, two children, and a golden retriever.

Location

Chicago, United States

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