Elizabeth Anne Watkins

Employer firm

Crescent Grove Advisors CRD 170912

$5.50B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 09/2019
  Ziegler Capital Management, Llc
  Chicago, IL
• 04/2014 → 09/2019
  Stifel Nicolaus & Co Inc
  Chicago, IL
• 10/2019 → Present
  Crescent Grove Advisors, Llc
  Lake Forest, IL

Previous Registrations

• 2014-05-09 → 2019-10-14
  Ziegler Capital Management, Llc
  Chicago, IL
• 2014-08-18 → 2017-03-23
  Stifel, Nicolaus & Company, Incorporated
  Chicago, IL
• 2012-12-12 → 2014-05-05
  Calamos Advisors Llc
  Naperville, IL
• 2011-10-07 → 2012-12-12
  Calamos Wealth Management Llc
  Naperville, IL
• 2008-04-24 → 2011-09-09
  B. C. Ziegler And Company
  Chicago, IL
  Milwaukee, WI
  Chicago, IL
  Milwaukee, WI
• 2010-05-21 → 2011-09-09
  Ziegler Capital Management, Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2008-01-24

Other Names

• Elizabeth Anne Eisenmenger
• Elizabeth Eisenmenger
• Liz Eisenmenger
• Elizabeth Anne Breckel