Gary Gawryleski
Senior Client Advisor at Crescent Grove Advisors
- Role
- Senior Client Advisor at Crescent Grove Advisors
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Gary Gawryleski
Gary Gawryleski is a Client Advisor of Crescent Grove Advisors. With 15+ years of financial services experience, Gary is responsible for coordinating the development and implementation of highly customized financial solutions for C-suite executives, entrepreneurs and business owners and their families. This includes providing objective advice on all aspects of his clients’ financial lives and helping to turn their life aspirations into financial realities.
Experience
Senior Client Advisor
Jan 2015 — Present · Milwaukee, WI, US
Gary Gawryleski is a Senior Client Advisor of Crescent Grove Advisors. With 15+ years of financial services experience, Gary is responsible for coordinating the development and implementation of highly customized financial solutions for C-suite executives, entrepreneurs and business owners and their families. This includes providing objective advice on all aspects of his clients’ financial lives and helping to turn their life aspirations into financial realities.Before joining Crescent Grove Advisors as an equity partner, Gary was a Client Advisor at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. In this role, he was responsible for counseling a number of families and providing asset management services.Gary received his MBA and BS degrees from Marquette University. He and his wife, Courtney, live in Brookfield, Wisconsin, with their three children. The Gawryleskis are active fundraisers and volunteers for the Children’s Hospital of Wisconsin, an organization that is near and dear to their hearts. In addition to participating in his children’s sports, Gary enjoys outdoor activities and spending the rare quiet moment with his wife.
Education
Marquette University
Master of Business Administration (MBA)
2004 — 2006
Marquette University
Bachelor of Science (BS), Accounting
2000 — 2004
Skills
- Tax Planning
- Investments
- Team Building
- Portfolio Management
- Financial Services
- Marketing
- Strategic Planning
- Wealth Management
- Financial Analysis
- Sales
- Leadership
- Finance
- Banking
- Risk Management
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