Bob Peterson, J.D.
Senior Wealth Advisor
Lake Forest - IL
Bob is a Senior Wealth Advisor with Crescent Grove Advisors | Portfolio Advisory Services. Specifically, Bob focuses on portfolio advisory services for clients with liquid investable assets of $1 million to $10 million. In addition to portfolio management, Bob works to coordinate his clients’ entire financial plan to address tax planning, cash flow, retirement and risk management.
Prior to joining Crescent Grove Advisors | Portfolio Advisory Services, Bob served with a subsidiary of Goldman Sachs. Most recently, Bob had been working directly with families as a Wealth Advisor focusing on investment management and planning needs. Prior to his time as a Wealth Advisor, Bob spent eight years working with C-Suite executives where he served as Vice President of Financial Counseling, advising his clients on their personal financial affairs.
A native of Illinois, Bob received his J.D. degree from Northern Illinois University College of Law and is admitted to practice law in the State of Illinois. Bob received his BA degree, with a concentration in finance, from Governors State University in University Park, Illinois. Bob and his wife, Maria, reside in Lincolnshire, Illinois, with their two children. Bob and Maria are avid supporters of their favorite charity, the Northern Illinois Food Bank. Bob enjoys staying active through participation in trail-running, biking and golf.