Profil
Mr. David S.
Keevins is a Managing Director at Crescent Grove Advisors LLC.
He is also Chief Investment Officer & Senior Client Advisor of Crescent Grove Advisors.
With over 30 years of experience, he provides comprehensive investment and financial planning solutions to help highly successful business owners and executives grow, protect and manage wealth in a disciplined process that takes the emotion out of investing.
Prior to co-founding Crescent Grove Advisors, he was a Senior Client Advisor at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients.
Before this, he was a Senior Partner with a subsidiary of Goldman Sachs, where he was responsible for advising C-suite executives on their personal financial affairs.
Mr. Keevins earned an MBA from the University of Chicago and a BBA in Finance from the University of Kentucky.
Postes actifs de Dave Keevins
Sociétés | Poste | Début |
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Crescent Grove Advisors LLC
Crescent Grove Advisors LLC Investment ManagersFinance Crescent Grove Advisors LLC (CGA) is a SEC-registered investment advisor and wealth management firm headquartered in Lake Forest, Illinois. The firm was founded in 2015 by David Keevins and is a wholly-owned subsidiary of Crescent Grove Holdings LLC. CGA offers integrated wealth management and family office services to high-net worth, institutional and retail clients. | Fondateur | 24/04/2015 |
Formation de Dave Keevins
The University of Chicago | Masters Business Admin |
University of Kentucky | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Entreprise privées | 1 |
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Crescent Grove Advisors LLC
Crescent Grove Advisors LLC Investment ManagersFinance Crescent Grove Advisors LLC (CGA) is a SEC-registered investment advisor and wealth management firm headquartered in Lake Forest, Illinois. The firm was founded in 2015 by David Keevins and is a wholly-owned subsidiary of Crescent Grove Holdings LLC. CGA offers integrated wealth management and family office services to high-net worth, institutional and retail clients. | Finance |