Jeffrey Robbins

Jeffrey (Jeff) Robbins is a Senior Financial Analyst of Crescent Grove Advisors. With over twenty years of experience in the financial services industry, Jeff is responsible for assisting a Senior Client Advisor to provide personalized financial analysis and comprehensive solutions to C-suite executives, entrepreneurs and private 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.

Jeff has had exposure to several roles in the industry. Most recently prior to joining Crescent Grove Advisors, Jeff was a Senior Planner at Beacon Pointe Advisors, a national registered investment advisory (RIA) firm and he served as a Wealth Manager for a locally owned RIA prior to its 2021 acquisition by Beacon Pointe. Prior to that, Jeff worked for two related Indiana-based RIA firms, one of which advised a long-short value equity hedge fund. His roles there concluded with operational oversight of the hedge fund.

Jeff obtained his Certified Financial Planner™ certification in 2019. Jeff graduated from Hillsdale College (Hillsdale, Michigan), earning a double major in Political Economy and Finance. Jeff lives in Waukesha, Wisconsin, with his wife, Sheri, and their son. Jeff enjoys spending time with his family, especially time outdoors in the summer and fall. He is an active volunteer in the community, and enjoys reading, hiking, and cheering on the Green Bay Packers and Milwaukee Brewers.