Nick Kochanski is the Managing Director at Crescent Grove Advisors. Nick has over fifteen years of experience in the financial industry, working with clients on all aspects of their financial lives.
Nick began their career in 2002 as a Senior Financial Analyst at Ayco, a Goldman Sachs Company. In this role, they supported senior account managers working with over 100 families. In 2005, they transitioned to BMO Financial Group, where they served as a Senior Client Advisor to approximately 25 families.
In their current role as Managing Director at Crescent Grove Advisors, Nick works with clients on all aspects of their financial lives, including investment management, estate planning guidance, employee benefits, insurance, and tax planning and preparation. Nick has extensive experience in both the public and private sectors, and they are passionate about helping their clients reach their financial goals.
Nick Kochanski has a Masters of Business Administration from The University of Chicago Booth School of Business in Finance and Economics. Nick also has a Bachelor of Science in Finance from University of Illinois Urbana-Champaign in Finance, Accounting, Economics. Nick is also certified from CFA Society of Chicago as a Chartered Financial Analyst (CFA).
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