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Crescent Grove Advisors Employee Directory

Investment ManagementIllinois, United States11-50 Employees

Crescent Grove Advisors is an investment management firm that provides personalized wealth management services. Its approach centers on families and the values that shape their hopes and plans for now and the future. The firm emphasizes listening to clients to understand their goals before developing a tailored strategy that clarifies the different aspects of their financial life.

Based in Lake Forest, Illinois, the company operates as a small- to mid-sized, employee-owned boutique serving ultra-high-net-worth individuals and families, as well as institutions such as foundations and endowments. It positions itself within the investment management industry as a focused, client-centered adviser rather than a large, multi-location firm. In April 2025, Crescent Grove Advisors appointed Adam Lieb as Chief Business Development Officer, reflecting leadership expansion.

Find Crescent Grove Advisors employees' phone numbers or email addresses

Crescent Grove Advisors Global Highlights

Location
Employees

North America
47

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  • United States Of America
    47

Crescent Grove Advisors's Leadership

  • Managing Director at Crescent Grove Advisors
    N. K.
    Managing Director
    Mobile Phone
  • Institutional Portfolio Manager at Crescent Grove Advisors
    D. N.
    Institutional Portfolio Manager
    Mobile Phone
  • Senior Operations Specialist at Crescent Grove Advisors
    N. M.
    Senior Operations Specialist
    Mobile Phone
  • Wealth Advisor at Crescent Grove Advisors
    S. V.
    Wealth Advisor
    Mobile Phone

Crescent Grove Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Business Development
  • Information Technology
  • Other
  • Marketing

Contact profiles from Crescent Grove Advisors

Name
Title
Contact
Location
Last Update
  • Managing Director at Crescent Grove Advisors
    N. K.
    Managing Director
    Mobile Phone
    Jun 03, 2026
  • Institutional Portfolio Manager at Crescent Grove Advisors
    D. N.
    Institutional Portfolio Manager
    Mobile Phone
    Oct 17, 2024
  • Senior Operations Specialist at Crescent Grove Advisors
    N. M.
    Senior Operations Specialist
    Mobile Phone
    Aug 20, 2026
  • Wealth Advisor at Crescent Grove Advisors
    S. V.
    Wealth Advisor
    Mobile Phone
    Aug 20, 2026

Frequently Asked Questions

What is Crescent Grove Advisors known for?

Minus sign iconPlus sign iconCrescent Grove Advisors was founded in 2015 and operates in the Investment Management industry. You can contact Crescent Grove Advisors's main corporate office by phone at
+1-847-752-****
. Explore Crescent Grove Advisors's company overview page for more information.

What is Crescent Grove Advisors's most common email format?

Minus sign iconPlus sign iconCrescent Grove Advisors employees' email format typically follows the pattern of FLast@crescentgroveadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Crescent Grove Advisors email formats with LeadIQ.

How many employees does Crescent Grove Advisors have currently?

Minus sign iconPlus sign iconCrescent Grove Advisors has approximately 48 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Crescent Grove Advisors's key employees and leadership?

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As of August 2026, Crescent Grove Advisors's key employees include:

  • Managing Director: N. K.
  • Institutional Portfolio Manager: D. N.
  • Senior Operations Specialist: N. M.
  • Wealth Advisor: S. V.

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