Shanna Venne, CPA

Shanna Venne, CPA

Senior Financial Analyst

Milwaukee - WI

Shanna Venne is a Senior Financial Analyst with Crescent Grove Advisors. She is responsible for assisting a Senior Client Advisor in the implementation of highly customized financial solutions for Senior Executives, entrepreneurs and private business owners and their families. In this role, Shanna provides analysis and recommendations based on a holistic understanding of the client’s values, goals and unique circumstances.

Prior to joining Crescent Grove Advisors, Shanna was responsible for client account administration at a boutique wealth management firm in the Milwaukee area. Earlier in her career, Shanna was a market maker for a proprietary trading firm in Chicago, IL.

Shanna graduated with a degree in Consumer Science with an emphasis in Personal Finance from the School of Human Ecology at the University of Wisconsin – Madison. She earned the CPA designation in 2015. Shanna lives in New Berlin, Wisconsin with her husband, Chad, and their two daughters. In her free time, Shanna enjoys reading and spending time outdoors with her family.