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Complex Needs, Important Goals, Independent Advice

Complex Needs, Important Goals, Independent Advice

Complex Needs, Important Goals, Independent Advice

NEWS & MEDIA

Approach

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
About Us

About Us

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.
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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

Gregg George, J.D., LL.M.

Managing Director

David S Keevin

David Keevins, MBA

Managing Director

Nicholas H

Nick Kochanski, CFA, MBA

Managing Director

Megan Burke Roudebush

MEGAN BURKE ROUDEBUSH, JD/MBA

Chief Compliance Officer

Molly Scheidt

MOLLY SCHEIDT, CPA

Tax Manager

Alan Cheskey

ALAN CHESKEY, J.D.

Senior Client Advisor

David Ness

DAVID NESS

Institutional Portfolio Manager

Robert T. Peterson

BOB PETERSON, J.D.

Senior Wealth Advisor
Portfolio Management Services

Mitchell Prosk

MITCHELL PROSK, J.D., MBA

Senior Client Advisor

James Wood

JAMES WOOD, J.D.

Senior Client Advisor

Tony Wright

TONY WRIGHT, J.D.

Senior Client Advisor

Blake Durham

BLAKE DURHAM

Client Advisor

Gary Gawryleski

GARY GAWRYLESKI, MBA

Client Advisor

Chris Jauch

CHRIS JAUCH, MBA

Client Advisor

Andrew Krei

ANDREW KREI, CFA

Client Advisor

Maureen Costello

MAUREEN COSTELLO

Senior Financial Analyst

Rick Alteri

RICK ALTERI

Senior Financial Analyst

Rosa Zagorski

ROSA ZAGORSKI, CPA

Senior Financial Analyst

Eric Schmitz

ERIC SCHMITZ

Financial Analyst

SHANNA VENNE

Financial Analyst

Dustin Wolk

DUSTIN WOLK

Financial Analyst

BEN ZWIEF

Financial Analyst

Noelle Matkovich

NOELLE MATKOVICH

Senior Operations Specialist

JEANNE SIMMONS

Financial Analyst &
Operations Specialist

Leigh Ann Holdridge

LEIGH ANN HOLDRIDGE

Client Service Manager

Amy Zastrow

AMY ZASTROW

Senior Operations Specialist

Beth Lindsey

BETH LINDSEY

Senior Office Manager

Strategic Relationships

At the founding of Crescent Grove Advisors, we engaged support and forged relationships with industry leaders to ensure a high-quality client experience. We continue to explore partners who can further enhance our clients’ experience.

Addepar

To address the emergent needs of the modern investor, Addepar provides technology that simplifies sophisticated portfolio analysis with comprehensive data aggregation, powerful analytics, and customizable communication tools. They empower more than 100 clients representing more than $300 billion.

We are backed by a group of strategic partners who evaluate over 750 private equity managers each year and employ some of the most experienced due diligence professionals in the industry. As a result, iCapital’ investors have systematic access to high quality private equity firms.

FIDELITY Client Login

Publications

Gain insight through our library of reports and commentary.

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Contact Us

Contact Us

LET US SHOW YOU THE DIFFERENCE WE CAN MAKE

For more information please call:
847-752-5687

Or email:
blindsey@crescentgroveadvisors.com

Disclosures

The material shown is for informational purposes only and should not be construed as accounting, legal, or tax advice. Crescent Grove Advisors is a registered investment adviser with the Securities and Exchange Commission; registration does not imply a certain level of skill or training. While efforts are made to ensure information contained herein is accurate, Crescent Grove Advisors cannot guarantee the accuracy of all such information presented.