Wealth Solutions Report included Crescent Grove’s appointment of Adam Lieb as Chief Business Development Officer in the Promotions & People Moves section of the Deals & Recruiting Roundup:
“Crescent Grove Advisors, an employee-owned firm based in Lake Forest, Illinois, names industry veteran Adam Lieb as Chief Business Development Officer. Crescent Grove serves ultra-high net worth individuals and families, institutions, foundations and endowments, and manages more than $5 billion in AUM.
In his new role, Lieb is tasked with streamlining Crescent Grove’s product access and delivery and expanding the reach of Barrett Upton Capital Partners, which Crescent Grove founded in 2023 to provide private market access. Lieb joins Crescent Grove from BNY Wealth Management, where he was Senior Client Strategist for Global Family Office.”
Read more here.