Rosa Zagorski
Analyst-Equity at Crescent Grove Advisors LLC
Profile
Ms. Rosa Zagorski, CPA, is a Senior Financial Analyst at Crescent Grove Advisors LLC.
With over sixteen years of experience in the financial services industry, she is responsible for assisting a Senior Client Advisor in the implementation of highly customized financial solutions for C-suite executives, entrepreneurs and business owners and their families.
This includes the preparation of analysis and reports for the Senior Client Advisor and providing recommendations relative to the client’s needs.
Before joining Crescent Grove Advisors, she was a Senior Financial Analyst at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients.
Prior to joining Cedar Street Advisors, she was the Corporate Compensation Director for Marshall & Ilsley Corporation, where she was responsible for the design, implementation and administration of the company’s compensation programs, with a focus on executive compensation.
She received her MS-Taxation and BBA-Accounting degrees from the University of Wisconsin – Milwaukee.
She has attained her CPA designation.
Rosa Zagorski active positions
Companies | Position | Start |
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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. | Analyst-Equity | 2015-04-30 |
Training of Rosa Zagorski
University of Wisconsin | Undergraduate Degree |
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Private companies | 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 |
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