JR

Jeffrey Robbins

Senior Financial Analyst at Crescent Grove Advisors

Jeffrey Robbins is a seasoned financial services professional with over twenty years of experience. Currently serving as a Senior Financial Analyst at Crescent Grove Advisors since September 2022, Jeffrey assists a Senior Client Advisor in providing tailored financial analysis and solutions to senior executives, entrepreneurs, and private business owners. Prior to this role, Jeffrey held positions such as Senior Planner at Beacon Pointe and Vice President and Wealth Manager at Next Generation Wealth Management, where a strong focus on family financial futures was emphasized. Previous roles include COO at Martin Capital Management, Research Analyst at Martin Capital Management, and Financial Investment Advisor at Robbins WealthPartners, LLC. Jeffrey holds a BA in Political Economy and Finance from Hillsdale College.

Location

Milwaukee, United States

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices


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.


Employees

11-50

Links