Adam Lieb

Chief Business Development Officer

Lake Forest - IL

Adam Lieb is the Chief Business Development Officer for Crescent Grove Advisors, where he leads the firm’s strategy to drive sustained organic growth and new client acquisition.

Prior to joining Crescent Grove Advisors, Adam was Senior Client Strategist at BNY Global Family Office. Before that, he spent the bulk of his career at Fidelity Family Office Services overseeing the Midwest region and was responsible for expanding relationships with successful families and their advisors. Earlier in his career, Adam held a variety of senior roles at Private Client Resources, Bank of America, Webster Financial Advisors, Wells Fargo, and Morgan Stanley.

Adam graduated with a Bachelor of Arts degree from Ohio Wesleyan University. Active in his community, Adam serves on the Advisory Board of Invest for Kids in Chicago and the Investment Council of the Evanston Community Foundation.

When not at work, Adam enjoys CrossFit, crosswords and time with his family. That includes helping at his wife’s flower farm (Evanston Lands), watching one son’s jazz guitar performances, and cheering on his other son, who catches for the Evanston Township High School baseball team.