Rosa Zagorski, CPA

Senior Financial Analyst

Milwaukee - WI

Rosa Zagorski is a Senior Financial Analyst of Crescent Grove Advisors. With over twenty years of experience in the financial services industry, Rosa is responsible for assisting a Senior Client Advisor in the implementation of highly customized financial solutions for C-suite executives, entrepreneurs and 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.

Before joining Crescent Grove Advisors, Rosa was a Senior Financial Analyst at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Prior to joining Cedar Street Advisors, Rosa was the Corporate Compensation Director for Marshall & Ilsley Corporation, where she was responsible for the design, implementation and administration of the company’s compensation programs, with a focus on executive compensation.

Rosa has attained her CPA designation. Rosa received her MS-Taxation and BBA-Accounting degrees from the University of Wisconsin – Milwaukee. Rosa lives in Brookfield, Wisconsin, with her two children. In her free time, Rosa enjoys running, traveling with her children and reading.