Dakota Live Call #123

Pick Your Call

Select Time

11:00 a.m. Call 2:00 p.m. Call

Dakota Live! 123 Registration - Captioned-low

February 10, 2023

Our Guest Speaker

Andrew Krei, Head of Investment Research, Crescent Grove Advisors

Andrew Krei is Head of Investment Research for Crescent Grove Advisors, working closely with the firm’s Chief Investment Officer and the Crescent Grove Investment Committee to build and maintain a high quality, open architecture investment platform. Andrew is also an Institutional Portfolio Manager and Client Advisor. He manages investments on behalf of foundations, endowments, and other institutional clients in addition to working with individual clients to develop and implement investment portfolios tailored to their unique circumstances and needs.

Prior to joining Crescent Grove Advisors as an equity partner, Andrew was responsible for investment research at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. In this role, Andrew led or supported the firm’s investment due diligence efforts.

Andrew has attained his CFA designation and is a current member of the CFA Society Milwaukee. He received his BA from the University of California, Los Angeles. Originally from Memphis, Tennessee, Andrew currently resides in Milwaukee, Wisconsin, where he and his wife, Margaret, are actively involved with several nonprofit organizations. In his free time, Andrew enjoys travel, trying new restaurants, supporting the Bucks and playing golf competitively.

Dakota will present detailed profiles on Captrust Advisors and all allocators in Pittsburgh

Register now!

Key highlights we will cover on Captrust Advisors:

  • Who are the key members of the research team to begin a conversation?
  • What does a “win” look like at Captrust?
  • How can I better understand the growing footprint of Captrust?

Also featured on Dakota Live! #113:

  • Interview: Andrew Krei, Head of Investment Research, Crescent Grove Advisors
  • Metro Area Profiled: Pittsburgh
  • Dakota's Call Notes from the Week 

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dakota Live!