Jeffrey Robbins, CFP®
Senior Financial Analyst
Milwaukee - WI
Jeffrey (Jeff) Robbins is a Senior Financial Analyst of Crescent Grove Advisors. Jeff is responsible for assisting a Senior Client Advisor to provide personalized financial analysis and comprehensive solutions to C-suite executives, entrepreneurs and private business owners and their families. This includes the preparation of analysis and reports for the Senior Client Advisor and providing recommendations relative to the client’s needs.
With over twenty years of experience, Jeff has had exposure to several roles in the financial services industry. Most recently prior to joining Crescent Grove Advisors, Jeff was a Senior Planner at Beacon Pointe Advisors, a national registered investment advisory (RIA) firm and he served as a Wealth Manager for a locally owned RIA prior to its 2021 acquisition by Beacon Pointe. Prior to that, Jeff worked for two related Indiana-based RIA firms, one of which advised a long-short value equity hedge fund. His roles there concluded with operational oversight of the hedge fund.
Jeff graduated from Hillsdale College (Hillsdale, Michigan), earning a double major in Political Economy and Finance. Jeff obtained his Certified Financial Planner™ certification in 2019. Jeff lives in Waukesha, Wisconsin, with his wife, Sheri, and their son. Jeff enjoys spending time with his family, especially time outdoors in the summer and fall. He is an active volunteer in the community, and enjoys reading, hiking, and cheering on the Green Bay Packers and Milwaukee Brewers.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.