Jim Gotfredson

Jim Gotfredson

Associate, Client Service Private Investments

About

Jim Gotfredson is an Associate, Client Service Private Investments at Cresset. In this role, Jim facilitates private investment operations in onboarding, redemptions, re-registrations, and funding, with a focus on operating safeguards and controls. He also contributes to creating an elevated client experience through personalized service.

Jim has over 30 years of leadership experience working in start-ups, turnarounds, and large and small organizations, serving in roles ranging from Founder/Entrepreneur, CFO, COO, Sales Head, and Financial Analyst. He has always focused on building a business by improved processes and operations, or by increasing revenue through sales growth. He has a reputation for always having the client’s perspective in view and is known as a strong team player, as well as building long-lasting client and team relationships.

Jim earned his MBA in finance from Cornell University and a Bachelor of Arts at Boston College. He has volunteered at numerous children’s sports, church, and educational organizations. Jim lives in Evanston, IL with his wife Marianne and has six children.