Rick Alteri

Senior Financial Analyst

Lake Forest - IL

Rick Alteri is a Senior Financial Analyst of Crescent Grove Advisors. With over twenty years of experience in the financial services industry, Rick is responsible for supporting Senior Client Advisers in the implementation of customized financial solutions for C-suite executives, business owners and their families.

Before joining Crescent Grove Advisors, Rick was a Wealth Planner for Wells Fargo for ten years. Rick began his career at the Ayco Company as a Financial Analyst where he was responsible for supporting Account Managers in preparing tax projections, tax returns and customized financial plans.

A native of New York, Rick received his BS in finance from The College of Saint Rose. He and his wife, Lisa, reside in Kildeer, Illinois, with their daughter. In his free time, Rick enjoys running, golf and spending time with his family.