Shanna Venne, CPA
Milwaukee - WI
Shanna Venne is a Wealth Advisor with Crescent Grove Advisors | Portfolio Advisory Services. Shanna focuses on providing portfolio management services to individuals and families with liquid investable assets of $1 million to $10 million. Shanna seeks to understand each client’s values and goals to provide customized financial solutions that align with these objectives. Shanna’s holistic approach to portfolio management includes consideration of cash flow requirements, risk tolerance, and income tax implications to provide advice that is tailored to each client’s unique circumstances. In addition to her role as a Wealth Advisor, Shanna continues to work with other Senior Client Advisors on strategic planning for families, business owners and Senior Executives.
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 spending time outdoors with her family, listening to podcasts, and practicing Tai Chi.