Ben Zwief
- Role
- Financial Analyst at Crescent Grove Advisors
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Ben Zwief
Ben Zwief is a Client Advisor with Crescent Grove Advisors. Ben joined Crescent Grove…
Experience
Financial Analyst
Aug 2018 — Present
Supporting Client Advisors in providing comprehensive personal financial planning, investment planning and tax services to high-net-worth families and corporate executives • Interacting regularly with clients via telephone or face-to-face meetings and electronic communication • Generating ideas and problem solving related to clients’ complex and unique financial matters • Preparing customized client financial statements and investment reports • Preparing customized client…
Education
University of Wisconsin-Madison
Bachelor’s Degree, Double Major in Finance and Real Estate
2014 — 2018
University School of Milwaukee
High School
2010 — 2014
The University of Chicago Booth School of Business
Master of Business Administration - MBA, Finance
2021 — 2024
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