Rick Alteri

Mr. Richard J.
Alteri is a Senior Financial Analyst at Crescent Grove Advisors LLC.
With over twenty years of experience in the financial services industry, he is responsible for supporting Senior Client Advisers in the implementation of customized financial solutions for C-suite executives, business owners and their families.
Before joining Crescent Grove Advisors, he was a Wealth Planner for Wells Fargo for ten years.
He began his career at the Ayco Company as a Financial Analyst where he was responsible for supporting Account Managers in preparing tax projections, tax returns and customized financial plans.
He received his BS in finance degree from The College of Saint Rose.