Crescent Grove Advisors Welcomes Industry Leader Adam Lieb
Crescent Grove Advisors Welcomes Adam Lieb as Chief Business Development Officer
Crescent Grove Advisors, a prominent employee-owned wealth management firm, has appointed Adam Lieb as their Chief Business Development Officer. Lieb, a seasoned professional with over 25 years of experience, is set to lead the firm's expansion strategy aimed at enhancing client acquisition and driving sustained growth.
Adam Lieb’s Professional Journey
Adam Lieb joins Crescent Grove Advisors after a successful tenure at BNY Wealth Management, where he served as a Senior Client Strategist for Global Family Office. His experience spans over thirteen years at Fidelity Family Office Services, where he was recognized as a standout in his role as Vice President for the Midwest region. Throughout his career, Lieb has been a guiding force in the wealth management industry, known for his expertise in alternative investments.
Building on Trust and Experience
In his new role, Lieb will collaborate closely with Crescent Grove's Managing Directors to optimize product accessibility and delivery across various channels. With a strong network of contacts in the family office and ultra-high-net-worth sectors, Lieb is positioned to leverage his vast experience to bolster Crescent Grove Advisors' growth trajectory.
A Strong Relationship Foundation
Gregg George, Founder and Managing Director at Crescent Grove Advisors, expressed excitement about Lieb's joining, stating, "We have known Adam for more than a decade and have always valued his professionalism and industry insight. His extensive network and understanding of our mission will undoubtedly help us reach new heights."
Commitment to Wealth Management Excellence
Lieb himself stated, "This is a once-in-a-lifetime opportunity. I share a profound commitment to the values and mission of Crescent Grove. The firm is doing remarkable work in the wealth management field, particularly with the launch of Barrett Upton, which meets the growing demand for alternative investments."
Community Engagement and Advocacy
Lieb is not only dedicated to advancing wealth management practices but is also actively involved in community initiatives. He serves on the Advisory Board of Invest for Kids, aiding organizations that support disadvantaged communities. Additionally, he is a member of the Investment Council for the Evanston Community Foundation.
About Crescent Grove Advisors
Crescent Grove Advisors is dedicated to serving ultra-high-net-worth individuals and families, alongside institutions and foundations. They have established deep, intergenerational relationships with clients, emphasizing a holistic approach to wealth management. Their team is equipped with a diverse set of skills ranging from investment selection to tax planning, ensuring they can address all aspects of a client's financial plan effectively.
At Crescent Grove Advisors, each client is viewed as a partner. The firm prides itself on providing thoughtful, individualized solutions while coordinating closely with clients' external advisors to maintain a cohesive strategy. With over $5 billion in assets under management, Crescent Grove operates from multiple locations, including their main office in Lake Forest, along with branches in Milwaukee and Atlanta.
Frequently Asked Questions
1. Who is Adam Lieb?
Adam Lieb is the newly appointed Chief Business Development Officer at Crescent Grove Advisors, bringing over 25 years of industry experience.
2. What is Jacent Grove Advisors' focus?
Crescent Grove Advisors specializes in providing wealth management services to ultra-high-net-worth individuals and institutions.
3. Where was Adam Lieb employed before Crescent Grove?
Prior to his appointment at Crescent Grove, Lieb worked at BNY Wealth Management as a Senior Client Strategist.
4. What role does Adam Lieb plan to take in his new position?
In his new role, Lieb will focus on enhancing client acquisition and optimizing product access and delivery across the firm's channels.
5. How does Crescent Grove Advisors approach client relationships?
Crescent Grove emphasizes deep, intergenerational relationships, viewing clients as partners in their financial journey.
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