Crescent Grove Advisors Promotes Andrew Krei to Chief Investment Officer
Crescent Grove Advisors, a boutique wealth management firm based in Lake Forest, Illinois, has promoted Andrew Krei, CFA, from Co-Chief Investment Officer to Chief Investment Officer. This leadership change reflects the company's ongoing growth and commitment to cultivating internal talent. Dave Keevins, MBA, who founded the 11-year-old firm, will now serve as Chairman of the Crescent Grove Investment Committee while retaining his roles as Managing Director and Senior Client Advisor. Gregg George, another founder at Crescent Grove Advisors, emphasized that Andrew's promotion underscores the strength of their investment platform and reinforces a culture focused on internal development. Krei has been instrumental in shaping the firm’s investment strategy and is known for contributing to financial media with insights into market trends and global investments. His leadership will continue guiding portfolio construction and asset allocation as client needs become increasingly complex. Krei previously worked at Cedar Street Advisors, where he led investment research before joining Crescent Grove. He holds a BA from UCLA and is a member of the CFA Society in Milwaukee.
