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Bluespring Wealth Partners and Crescent Grove Advisors have each announced senior-level additions aimed at bolstering strategic growth, practice management, and business development, signaling continued momentum for both wealth management firms. Crescent Grove Advisors has hired Adam Lieb as chief business development officer. Based in Lake Forest, Illinois, Lieb is charged with overseeing the firm’s client acquisition strategy and will collaborate closely with managing directors across offices in Milwaukee and Atlanta.
Crescent Grove is a boutique, employee-owned wealth management firm that serves ultra-high-net-worth families, individuals, and institutional clients including foundations and endowments. The firm manages more than $5 billion in assets.
Lieb brings more than 25 years of experience, including time as senior client strategist for global family office at BNY Wealth Management. He also spent over a decade at Fidelity Family Office Services – which Fidelity launched in 2010 to cater to individual families with at least $100 million in assets – where he was responsible for serving high-net-worth families and single-family offices in the Midwest.
Read more in InvestmentNews.
Bluespring, Crescent Grove bolster leadership ranks amid strategic growth efforts
Apr 08, 2025 | Newsroom
Crescent Grove is a boutique, employee-owned wealth management firm that serves ultra-high-net-worth families, individuals, and institutional clients including foundations and endowments. The firm manages more than $5 billion in assets.
Lieb brings more than 25 years of experience, including time as senior client strategist for global family office at BNY Wealth Management. He also spent over a decade at Fidelity Family Office Services – which Fidelity launched in 2010 to cater to individual families with at least $100 million in assets – where he was responsible for serving high-net-worth families and single-family offices in the Midwest.
Read more in InvestmentNews.