Profil
Mr. Richard J.
Alteri is a Senior Financial Analyst at Crescent Grove Advisors LLC.
With over twenty years of experience in the financial services industry, he is responsible for supporting Senior Client Advisers in the implementation of customized financial solutions for C-suite executives, business owners and their families.
Before joining Crescent Grove Advisors, he was a Wealth Planner for Wells Fargo for ten years.
He began his career at the Ayco Company as a Financial Analyst where he was responsible for supporting Account Managers in preparing tax projections, tax returns and customized financial plans.
He received his BS in finance degree from The College of Saint Rose.
Aktive Positionen von Rick Alteri
Unternehmen | Position | Beginn |
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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 | 01.11.2015 |
Ausbildung von Rick Alteri
The College of Saint Rose | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 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 |