Leadership Team

The leadership team at Crescent Grove Advisors has a long history of experience in the financial industry. Members have worked as investment specialists, financial analysts, and wealth advisors at companies such as BMO Harris Bank, Ayco (a Goldman Sachs company), and TD Ameritrade. They have also held positions such as director, account manager, and senior financial planner. In addition to their work experience, members of the team have also obtained degrees from prestigious universities such as UCLA, the University of Chicago, and Marquette University.