The latest moves, appointments and personnel changes in the North American wealth management sector.
Crescent Grove Advisors
Crescent Grove Advisors, which serves UHNW clients, as well as foundations, institutions and endowments, has named Adam Lieb as chief business development officer.
Lieb, who is based in Lake Forest, Illinois, works with Crescent Grove’s managing directors. Lieb will draw on his expertise in alternative investments to expand the reach of Barrett Upton Capital Partners, LLC, which was established by Crescent Grove in 2023 to provide turnkey access to investments in private markets.
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