Crescent Grove Advisors Elevates Andrew Krei to Chief Investment Officer to Lead Ongoing Growth & Evolution in Firm's Second Decade

Founder, Managing Director, and Senior Client Advisor, Dave Keevins, MBA, Takes on Role as Chairman of the Crescent Grove Investment Committee

LAKE FOREST, Ill., Sept. 17, 2026 /PRNewswire/ -- Crescent Grove Advisors ("Crescent Grove"), an employee-owned boutique wealth management firm serving ultra-high-net-worth individuals, families, institutions, foundations, and endowments, today announced the promotion of Andrew Krei, CFA, to Chief Investment Officer. 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.

Mr. Krei, who most recently served as Co-Chief Investment Officer, 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, MBA, 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 Advisor. In these capacities, Mr. Keevins, will remain closely involved in the firm's investment oversight and continue advising clients.

"Our growth has always been rooted in building from within, investing in our people, expanding our capabilities and creating opportunities for talented professionals to grow with the organization," said Gregg George, J.D., LL.M., Founder, Managing Director, and Senior Client Advisor of Crescent Grove Advisors. "Dave, Andrew and the entire Crescent Grove Investment Committee have built a distinctive investment platform that has evolved alongside our firm's development and the increasingly complex needs of our clients. Andrew's promotion embodies not only the strength of that platform, but also our belief that developing leaders from within is one of the most effective ways to strengthen our team while preserving the culture, collaboration and client focus that have always defined Crescent Grove."

Mr. Krei has played an integral role in shaping Crescent Grove's investment perspective and communicating the firm's views on markets and the economy. In addition to his work with clients and the investment team, he has become a frequent contributor to financial media, offering informed perspectives on market trends, monetary policy, asset allocation, and the global investment landscape.

"I'm grateful for the confidence that the firm has placed in me and excited to continue working alongside such a talented group of colleagues," said Andrew Krei, CFA, Chief Investment Officer of Crescent Grove Advisors. "Since Crescent Grove Advisors was founded in 2015, our goal has been to provide clients with a best-in-class, open-architecture investment platform. Maintaining that high standard is key to our ability to go above and beyond for clients in delivering exceptional outcomes as their wealth and the marketplace become more complex."

Before he joined Crescent Grove Advisors, Mr. Krei led investment research at Cedar Street Advisors, a boutique wealth management firm where he supported investment due diligence. A member of the CFA Society in Milwaukee, he earned his BA from the University of California at Los Angeles.

"I am incredibly proud to see Andrew step into the role of Chief Investment Officer," said Dave Keevins, MBA, Founder, Managing Director, and Senior Client Advisor at Crescent Grove Advisors. "We have worked alongside each other for almost two decades, and now is the perfect time for him to take over managing the day-to-day operations of the Investment Committee while I focus on its oversight and strategic direction. I am confident that Crescent Grove Advisors is well-positioned in our second decade to strengthen our investment in both our people and our clients."

Mr. Keevins specializes in delivering comprehensive investment and financial planning solutions designed to help successful business owners and executives grow, protect and manage their wealth as part of a disciplined process. Prior to co-founding Crescent Grove, he worked with and mentored Mr. Krei at Cedar Street Advisors. Earlier in his career, he was a Senior Partner at a Goldman Sachs subsidiary, where he advised C-suite executives on personal finance matters.

The elevation of Mr. Krei's role is the latest step in Crescent Grove Advisors' broader organic growth strategy. The firm has focused on building its capabilities from within – developing professionals, expanding specialized expertise and creating an infrastructure designed to serve increasingly sophisticated client needs.

That approach has allowed Crescent Grove to broaden the holistic wealth and investment management resources available to clients while preserving the personalized, family-centric model at the core of the firm. To learn more, please visit https://crescentgroveadvisors.com/difference.

About Crescent Grove Advisors

Crescent Grove Advisors is an employee-owned boutique wealth management firm serving ultra-high-net-worth individuals and families, as well as institutions, foundations, and endowments. A trusted confidante and relationship manager, we have forged deep intergenerational relationships with clients who view us and our advisors as holistic stewards of their financial lives. The Crescent Grove team possesses deep expertise and experience across a broad variety of disciplines – ranging from investment selection and allocation to tax planning and preparation to compensation and benefits reviews, as well as estate and trust planning, philanthropic guidance, insurance reviews, and multi-generational education. Our advisors understand how each of these areas is related to one another in the context of a client's overall financial plan, which enables them to act quickly and proactively when issues are spotted.

We work as partners with clients, presenting them with thoughtful solutions and working with them to choose a path forward. As part of our concierge-style client service, our advisors also work closely with clients' external providers to set the overarching strategy and manage the flow of information. Based in Lake Forest, Ill., with additional offices in Milwaukee and Atlanta, Crescent Grove Advisors has more than $5 billion in assets under management. To learn more, please visit https://crescentgroveadvisors.com/ or follow us on LinkedIn.

Laura Marvin
JConnelly for Crescent Grove Advisors
[email protected]
973 349 2959

SOURCE Crescent Grove Advisors