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Christopher D

Series 65

Atlanta, GA

Crescent Grove Advisors

Christopher Durham is a financial advisor at Crescent Grove Advisors with seven years of industry experience. He holds the Series 65 designation and has been with Crescent Grove Advisors since 2015. The firm serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, and outsourced chief investment officer solutions. Crescent Grove Advisors manages approximately $5 billion in client assets, employing a customized investment process that includes both long-term strategic allocations and short-term tactical adjustments overseen by an investment committee.

Private / alternative investments ESG / Sustainable investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive
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Jennelle V

Series 66

Atlanta, GA

Crescent Grove Advisors

Jennelle Vestal is a financial advisor at Crescent Grove Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, Stanford Group Company, Wells Fargo Clearing, and Ameriprise. Outside of her advisory work, she operates an independent dog sitting business. Crescent Grove Advisors provides integrated wealth management, family office, and OCIO services to high-net-worth individuals, family offices, and institutional clients, as well as portfolio advisory services for clients with $1–10 million in liquid investable assets. The firm’s investment approach centers on a client-specific investment policy statement and asset-allocation framework overseen by an investment committee that incorporates independent managers and alternative strategies.

Private / alternative investments ESG / Sustainable investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive
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