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Education

  • Indiana University

Accreditations

  • Certified Financial Planner™
  • Certified Divorce Financial Analyst®

Personal Interests

  • Tennis
  • Traveling
  • Sailing/Boating

Anuj D. Grover, CFP®, CDFA®

Private Wealth Advisor

LinkedIn Profile Email

Anuj is a Private Wealth Advisor with Lake Street. He brings over 20 years of experience in the asset management business.  Anuj began his career at Van Kampen Investments (a Morgan Stanley company) in 2001, quickly rising to Vice President before being recruited in 2006 to run the Midwest Division of Cohen & Steers Capital Management, a publicly traded niche asset manager.  In 2010, he joined Incapital (a Goldman Sachs company) to drive the build out of their Advisory Services group.  Most recently, he was a Financial Advisor with Wells Fargo Advisors for 8 years.

Anuj attended The Kelley School of Business at Indiana University, a perennial top 10 business school, graduating with a B.A. in Finance and a minor in Sociology.  He also holds the Certified Financial Planner™ and Certified Divorce Financial Analyst designations.  Away from the office Anuj enjoys Chicago’s lively culinary scene, traveling – mostly to explore other lively culinary scenes, Orange Theory Fitness classes – working off his indulgences at said culinary scenes, entrepreneurial endeavors, spending time with his family, and philanthropy.  He is a board member of The Bond Club of Chicago, a committee member of Concern Worldwide (humanitarian aid), a committee member of Friends for the Cure (a diabetes focused charity), and a member of the Securities Traders Association of Chicago.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.

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Anuj D. Grover, CFP®, CDFA®

Private Wealth Advisor

LinkedIn Profile Email

Anuj is a Private Wealth Advisor with Lake Street. He brings over 20 years of experience in the asset management business.  Anuj began his career at Van Kampen Investments (a Morgan Stanley company) in 2001, quickly rising to Vice President before being recruited in 2006 to run the Midwest Division of Cohen & Steers Capital Management, a publicly traded niche asset manager.  In 2010, he joined Incapital (a Goldman Sachs company) to drive the build out of their Advisory Services group.  Most recently, he was a Financial Advisor with Wells Fargo Advisors for 8 years. 

Anuj attended The Kelley School of Business at Indiana University, a perennial top 10 business school, graduating with a B.A. in Finance and a minor in Sociology.  He also holds the Certified Financial Planner™ and Certified Divorce Financial Analyst designations.  Away from the office Anuj enjoys Chicago’s lively culinary scene, traveling – mostly to explore other lively culinary scenes, Orange Theory Fitness classes – working off his indulgences at said culinary scenes, entrepreneurial endeavors, spending time with his family, and philanthropy.  He is a board member of The Bond Club of Chicago, a committee member of Concern Worldwide (humanitarian aid), a committee member of Friends for the Cure (a diabetes focused charity), and a member of the Securities Traders Association of Chicago.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.

Education 

  • Indiana University

Accreditations 

  • Certified Financial Planner™
  • Certified Divorce Financial Analyst®

Personal Interests

  • Tennis
  • Traveling
  • Sailing/Boating
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Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.

Advisory services are offered through Lake Street Financial, LLC (“Lake Street”), an SEC Registered Investment Adviser.

Securities offered through Purshe Kaplan Sterling Investments, member FINRA / SIPC, headquartered at 80 State St, Albany, NY 12207. Purshe Kaplan Sterling Investments and Lake Street are not affiliated companies.

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