Crescent Grove Advisors Appoints 25+ Year Industry Veteran Adam Lieb as Chief Business Development Officer

Longtime Fidelity Family Office Executive
Will Spearhead Expansion Strategy for Crescent Grove

LAKE FOREST, Ill., April 7, 2025 /PRNewswire/ -- Crescent Grove Advisors, an employee-owned boutique wealth management firm serving ultra-high-net-worth individuals and families, as well as institutions, foundations, and endowments, has named Adam Lieb as Chief Business Development Officer. He will lead the execution of the firm's strategy to drive sustained organic growth and new client acquisition.

Mr. Lieb is based in Lake Forest, IL and will work closely with Crescent Grove's Managing Directors. In his new role, he will look to streamline product access and delivery across each Crescent Grove channel. Mr. Lieb will also draw on his expertise in alternative investments to expand the reach of Barrett Upton Capital Partners, LLC, which was established by Crescent Grove in 2023 to provide turnkey access to investments in private markets.

"We have known Adam for more than a decade, having worked with him during our early years as Crescent Grove launched," said Gregg George, J.D., LL.M., Founder, Managing Director and Senior Client Advisor at Crescent Grove Advisors. "His wide network of contacts in the family office and ultra-high-net-worth sectors, along with his professionalism and long industry tenure, will help us accelerate our growth—and lay the groundwork for us to bring our first-class client service and solutions-based, holistic approach to many more clients. Fortunately, Adam and I stayed in touch over the last decade. Expanding our personal relationship to a professional one is very natural for us."

Mr. Lieb joins Crescent Grove from BNY Wealth Management, where he was Senior Client Strategist for Global Family Office. He previously worked at Fidelity Family Office Services for more than 13 years, most recently as Vice President in charge of the Midwest, and delivering brokerage, custody, investment, and reporting services to single family offices, wealthy families, and their advisors throughout the region. Mr. Lieb was named to the prestigious Fidelity Institutional President's Circle twice. Earlier in his career, he held roles at Private Client Resources LLC, Banc of America Investments, Webster Financial Advisors, Wells Fargo, and Morgan Stanley.

"This is a once-in-a-lifetime opportunity to work with people I have known and trusted for 10 years, and whose mission and values I share," said Adam Lieb, Chief Business Development Officer at Crescent Grove Advisors. "Crescent Grove is already at the forefront of innovation, as the industry has seen when Barrett Upton was launched to meet the demand for alternative investments. After working with hundreds of RIAs and family offices, I know firsthand that this firm is a unique company made up of some of the best practitioners in wealth management, and I am proud to be part of what they continue to build."

Mr. Lieb is a member of the Advisory Board of Invest for Kids, which provides funding for nonprofit organizations serving Chicago's disadvantaged communities. He is also part of the Investment Council for the Evanston Community Foundation. Mr. Lieb graduated from Ohio Wesleyan University with a Bachelor of Arts degree, and holds the Series 66 license.

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 CrescentGroveAdvisors.com. 

Media Contact
Alexandra Shafer
JConnelly
crescentgrove@jconnelly.com
973-934-5100

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SOURCE Crescent Grove Advisors