Shanna Venne

Shanna Venne is a Wealth Advisor with Crescent Grove Advisors | Portfolio Advisory Services. Shanna focuses on providing portfolio management services to individuals and families with liquid investable assets of $1 million to $10 million. Shanna seeks to understand each client’s values and goals to provide customized financial solutions that align with these objectives. Shanna’s holistic approach to portfolio management includes consideration of cash flow requirements, risk tolerance, and income tax implications to provide advice that is tailored to each client’s unique circumstances and needs. In addition to her role as a Wealth Advisor, Shanna continues to work with other Senior Client Advisors on strategic planning for families, business owners and Senior Executives. Prior to joining Crescent Grove Advisors, Shanna was responsible for client account administration at a boutique wealth management firm in the Milwaukee area. Earlier in her career, Shanna was a market maker for a proprietary trading firm in Chicago, IL. Her experience includes trading equity index options in both electronic and open outcry settings, risk management, and operations.