Crescent Grove Advisors
Elizabeth Watkins, IACCP is the Chief Operating Officer and Chief Compliance Officer of Crescent Grove Advisors. Liz began her career in the financial services industry in 1990 and has held various management positions at boutique financial services, investment management firms and registered investment companies. She is the chair of Crescent Grove Advisor’s Compliance Committee and a member of the Investment Committee.
Prior to joining Crescent Grove Advisors in 2019, Liz was the Chief Compliance Officer for Stifel Asset Management and a number of its affiliated registered investment advisors and, before that, she was the Chief Compliance Officer of Calamos Advisors and Calamos International, LLP. She is an Investment Adviser Certified Compliance Professional and a Co‐Chair of the Chicago Chief Compliance Officer Group.
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Crescent Grove Advisors
At Crescent Grove Advisors they provide sophisticated, objective investment and financial guidance to individuals and their families, and to institutions, endowments and foundations.