Adam Lieb Joins Crescent Grove Advisors as Chief Business Development Officer to Fuel Growth Strategy

Crescent Grove Advisors Welcomes Adam Lieb as Chief Business Development Officer

Crescent Grove Advisors, known for its tailored wealth management services aimed at ultra-high-net-worth clients, has made a significant leadership appointment. Adam Lieb, an industry veteran with over 25 years of experience, has been named Chief Business Development Officer. His mission is to spearhead the firm’s growth strategy and client acquisition efforts, marking a new chapter for the esteemed firm.

Located in Lake Forest, Illinois, Adam Lieb will collaborate closely with the Managing Directors of Crescent Grove. This new position will enable him to refine the firm's product access and orchestration through each channel. Furthermore, Lieb will leverage his extensive background in alternative investments to enhance the firm’s reach. This strategy includes amplifying the efforts of Barrett Upton Capital Partners, LLC, which Crescent Grove launched in 2023 to facilitate easy entries into private market investments.

Gregg George, Founder and Managing Director at Crescent Grove Advisors, expressed excitement about the new appointment. He noted their long-standing relationship of over a decade and how it transitioned seamlessly from personal to professional. “Adam’s broad network within the ultra-high-net-worth and family office sectors, combined with his professionalism, will undeniably accelerate our growth trajectory. We are eager to provide our exceptional client service and comprehensive solutions to a wider audience,” he stated.

Before joining Crescent Grove, Lieb spent a significant part of his career at BNY Wealth Management, where he served as Senior Client Strategist focusing on Global Family Offices. His prior experience includes a 13-year tenure at Fidelity Family Office Services, where he was the Vice President responsible for the Midwest. During that time, he built a reputation for delivering premium brokerage, custody, and reporting services to family offices and affluent families. His achievements earned him recognition in the Fidelity Institutional President's Circle on two occasions.

Lieb’s excitement about his new role is palpable as he reflects on his unique opportunity. He stated, “This is a once-in-a-lifetime chance to work with trusted individuals whose mission and values align closely with mine.” He highlighted Crescent Grove’s innovative spirit, citing the introduction of Barrett Upton as a prime example of the firm's commitment to meeting evolving client demands in alternative investments. His experience with various registered investment advisors (RIAs) has given him an insider perspective on the exceptional capabilities housed within Crescent Grove, solidifying his enthusiasm for contributing to the firm's ongoing success.

Beyond his professional commitments, Adam Lieb actively serves on the Advisory Board of Invest for Kids, an organization dedicated to funding programs for nonprofits that aid disadvantaged communities in Chicago. Additionally, he is a member of the Investment Council for the Evanston Community Foundation. Lieb holds a Bachelor of Arts degree from Ohio Wesleyan University and possesses the Series 66 license, further enhancing his qualifications in the wealth management arena.

Crescent Grove Advisors is more than just a wealth management firm; it is an employee-owned entity that provides a personalized approach to wealth management for ultra-high-net-worth individuals and families, alongside institutions, foundations, and endowments. The firm prides itself on its deep, intergenerational relationships with its clients, serving as trusted stewards of their financial affairs.

Armed with extensive expertise across various disciplines, the Crescent Grove team excels in investment selection and allocation, tax planning, estate and trust planning, philanthropic guidance, and much more. By understanding the interplay between these areas within a client’s overall financial strategy, they proactively identify and address potential challenges before they escalate.

Operating out of Lake Forest, along with additional presences in Milwaukee and Atlanta, Crescent Grove Advisors manages over $5 billion in assets. The firm aims to establish itself as a leader in wealth management by focusing on innovative solutions tailored specifically to each client’s unique needs. To learn more about how Crescent Grove can assist individuals and families in navigating their financial futures, visit CrescentGroveAdvisors.com.