Bob Peterson

Bob Peterson has been working as a Senior Wealth Advisor with Portfolio Advisory Services at Crescent Grove Advisors since May of 2018. Prior to that, they spent 17 years with Ayco, a Goldman Sachs Company, where they held the position of Vice President / Wealth Advisor. In that role, Bob specialized in working with families with liquid investable assets of $1 million to $10 million. Beyond providing portfolio management, Bob worked with their clients to optimize their entire financial plan by coordinating their investment portfolio with their tax, cash flow, retirement and risk needs.

Bob has always been driven by a desire to help others achieve financial security and reach their goals. Bob is a skilled listener and communicator, which has helped him build strong relationships with their clients. Bob takes a comprehensive approach to wealth management, and their clients appreciate their attention to detail and dedication to their success.

Bob Peterson has a Juris Doctor from Northern Illinois University and a Bachelor of Arts in Finance from Governors State University. Bob is also certified by the ARDC: Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois and is licensed to practice law in the state of Illinois.

Bob Peterson works with Maureen Costello - Senior Project Manager, Shanna Venne - Wealth Advisor, Portfolio Advisory Services, and Gary Gawryleski - Client Advisor. Bob Peterson reports to David Keevins, Managing Director.