Crescent Grove Advisors, an employee-owned boutique wealth management firm serving ultra-high-net-worth individuals, families, institutions, foundations and endowments, has announced the promotion of Andrew Krei to CIO. The appointment reflects the 11-year-old firm’s continual organic growth and its cultural commitment to developing leadership and investment expertise from within the organization.
Krei, who most recently served as co-CIO, will lead Crescent Grove Advisors’ investment strategy and investment team, helping guide the firm’s approach to portfolio construction, asset allocation and investment research.
As part of the leadership evolution, Dave Keevins will continue to play an active senior role at Crescent Grove Advisors as chairman of the Crescent Grove Investment Committee along with his other positions as founder, managing director and senior client adviser. In these capacities, Keevins will remain closely involved in the firm’s investment oversi
