Crescent Grove Advisors

Eric Schmitz is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He has been with Crescent Grove Advisors since 2016. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in assets and employs a customized investment process combining long-term strategic allocations with tactical adjustments, supported by an investment committee that conducts manager due diligence and monitoring.

Christopher Durham is a financial advisor at Crescent Grove Advisors with seven years of industry experience. He holds the Series 65 designation and has been with Crescent Grove Advisors since 2015. The firm serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, and outsourced chief investment officer solutions. Crescent Grove Advisors manages approximately $5 billion in client assets, employing a customized investment process that includes both long-term strategic allocations and short-term tactical adjustments overseen by an investment committee.

Jennelle Vestal is a financial advisor at Crescent Grove Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 10 years. Outside of her advisory role, she provides dog sitting services as an independent contractor. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, and outsourced chief investment officer solutions. The firm manages approximately $5 billion in client assets and employs a customized investment process combining long-term strategic allocations with shorter-term tactical adjustments.

Robert Peterson is a financial advisor at Crescent Grove Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at Crescent Grove Advisors since 2018, following a 17-year tenure at Ayco/Goldman Sachs. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by an investment committee and access to a broad range of investment options.

Donald Wright is a financial advisor at Crescent Grove Advisors with 22 years of industry experience. He has been with Crescent Grove Advisors since 2015. Wright holds a Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Sanders Dargan is a financial advisor at Crescent Grove Advisors with one year of industry experience. He holds the Series 65 designation and has previously worked at Rappaport Reiches Capital Management. Prior to his advisory career, he has experience in landscaping and glass and mirror services. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in assets and emphasizes customized investment policy statements and a combination of strategic and tactical asset allocation.

Nicholas Kochanski is a financial advisor at Crescent Grove Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Crescent Grove Advisors since 2015. The firm serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. Crescent Grove manages approximately $5 billion in client assets and employs a customized investment process that includes strategic and tactical asset allocation overseen by an investment committee.

Mitchell Prosk is a financial advisor at Crescent Grove Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Crescent Grove Advisors since 2015. The firm serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory across discretionary and non-discretionary mandates. Crescent Grove manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Jeffrey Robbins is a CFP® with 20 years of industry experience, currently serving as an advisor at Crescent Grove Advisors. His prior roles include positions at Beacon Pointe Advisors, Next Generation Wealth Management, and Martin Capital Management. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm combines long-term strategic allocations with shorter-term tactical adjustments, utilizing independent managers and alternative strategies across discretionary and non-discretionary mandates.

David Keevins is a financial advisor at Crescent Grove Advisors with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and emphasizes customized investment policy statements and an asset-allocation approach combining long-term strategic and short-term tactical adjustments.

Blake Karls is a CFA® charterholder with 13 years of industry experience, currently serving at Crescent Grove Advisors in Milwaukee, WI. He previously worked at Artisan Partners Asset Management for nine years and Robert W. Baird for three years. Crescent Grove Advisors provides wealth management, family office services, OCIO solutions, and portfolio advisory to individuals, high-net-worth families, family offices, and institutional clients. The firm manages approximately $5 billion in assets, employing a customized investment process that integrates long-term strategic allocations with tactical adjustments and utilizes third-party independent managers and alternative strategies.

Christopher Jauch is a financial advisor at Crescent Grove Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Elizabeth Watkins is a financial advisor at Crescent Grove Advisors with 32 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Ziegler Capital Management. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process combining long-term strategic allocations with shorter-term tactical adjustments.

James Wood is a financial advisor at Crescent Grove Advisors with 25 years of industry experience. He holds the Series 63 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines strategic and tactical asset allocation overseen by a dedicated investment committee.

Dustin Wolk is a CFP® professional with 4 years of industry experience, currently serving at Crescent Grove Advisors since 2016. He is based in Milwaukee, WI. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.