NEWS & MEDIA

THOUGHT LEADERSHIP
At Crescent Grove Advisors, we provide sophisticated, objective investment and financial guidance to individuals and their families, and to institutions, endowments and foundations. Aligning our disciplined process and deep expertise with your unique needs and priorities, we offer informed advice and quality solutions that address your specific concerns and aspirations.
Who we serve
> Individuals and Families
> Family Offices
> Business Owners
> Institutions
> Endowments and Foundations
Our approach is personalized because your needs are unique
To us, wealth management is about family and the values that define your hopes and dreams now and for the future.
We listen closely to understand your goals and perspective on wealth. Only then do we begin to craft a dynamic, customized strategy that brings clarity to the facets of your financial life, freeing you to pursue what is most important to you. For institutions, endowments and foundations, we provide guidance and support to advance your organization’s mission and goals.
Our services include:
- Comprehensive financial planning
- Investment strategy and implementation
- Investment management and consulting
- Estate and trust planning
- Generational and legacy planning
- Business succession planning
- Foundation and endowment guidance
- Family education
BUILDING RELATIONSHIPS, EARNING TRUST
One of the most important things to know about us is that we are a 100% employee-owned SEC-registered investment advisor. As an independent private investment firm, we offer objective guidance that serves the interests of you and your family.
Our commitment to our clients is founded on:
- Expertise in addressing the complex needs of individuals, families and foundations. We get to know you on a personal level, examining your situation from every angle to understand your financial journey. Recognizing that every decision has a consequence, we partner with you to help position you for enduring financial success.
- Comprehensive wealth strategies that help protect everything that is important to you: your family, your assets and your lifestyle. We integrate estate and tax planning, retirement and insurance planning, and investment management to deliver guidance that incorporates all facets of your life and legacy. Because we understand the intricacies of serving multiple generations, we also offer personalized advice that can help your children and grandchildren understand the responsibilities of significant wealth and honor your family’s story and legacy.
- A methodical, process-oriented investment approach. Our investment advice offers a long-term perspective, emphasizing objective research and discipline when selecting tailored investment solutions for your specific needs and goals.
- Service, integrity and transparency. We limit the number of client relationships per advisor, enabling us to provide a concierge-style service. As a trusted partner, we provide a sounding board for the challenges you face, helping you to evaluate the economic implications of your decisions and then working with you to make them happen. By putting your needs first, we build deep and meaningful relationships that endure throughout your financial journey.


Meet Our Team
We have built a proven team of professionals with firsthand experience working with individuals and families of substantial wealth and a deep understanding of their personal, family and philanthropic needs. Our advisors have the expertise to help you meet your financial goals today and the know-how to help preserve your legacy for generations to come.
INVESTED IN YOUR SUCCESS
Gregg George, J.D., LL.M.
Managing Director
David Keevins, MBA
Managing Director
Nick Kochanski, CFA, MBA
Managing Director
ELIZABETH WATKINS
Chief Operating Officer
Chief Compliance Officer
JEFF RENNERT
Chief Information Officer
MAUREEN COSTELLO
Senior Project Manager
Senior Financial Analyst
PATRICK MALLOY, CPA, J.D.
Senior Tax Analyst
ANDREW KREI, CFA
Head of Investment Research
Institutional Portfolio Manager
BOB PETERSON, J.D.
Senior Wealth Advisor
Portfolio Advisory Services
MITCHELL PROSK, J.D., MBA
Senior Client Advisor
JAMES WOOD, J.D.
Senior Client Advisor
GARY GAWRYLESKI, MBA
Senior Client Advisor
ANTHONY WRIGHT, J.D.
Senior Client Advisor
BLAKE DURHAM, MBA
Client Advisor
CHRIS JAUCH, MBA
Client Advisor
SHANNA VENNE, CPA
Wealth Advisor
DUSTIN WOLK, CFP®
Wealth Advisor
ERIC SCHMITZ, CFA
Director - Public Markets
MARY K. TARMAN, CPA
Tax Analyst

Gain insight through our library of reports and commentary.

Contact Us

LET US SHOW YOU THE DIFFERENCE WE CAN MAKE
For more information please call:
847-752-9479
Or email:
lwatkins@crescentgroveadvisors.com