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"This recognition validates our core belief in serving our clients and delivering the results they expect," said Brian Andrew, CFA, President and CIO.
MILWAUKEE, WI, May 01, 2014 /24-7PressRelease/ -- Cleary Gull Inc. is pleased to announce that seven investment professionals were recently recognized as Five Star Professional Wealth Managers for 2014. The recipients are Michael J. Cleary, Chairman and CEO, Robert L. Warner, Managing Director, David G. Carroll, CFA, Senior Portfolio Manager, Joseph F. Hickey, CFA, Director of Equity Strategy and Portfolio Manager, Peter F. Schumacher CPA, Relationship Manager, Robert A. Brooks, CFP , Relationship Manager, and Robert F. Schneider, CFP , RICP , Relationship Manager. This is the third year that Cleary Gull professionals have received these awards.
To receive the Five Star award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that measure quality service to clients as determined by the Eagan, MN-based firm Five Star Professional, a widely published wealth manager award program in the financial services industry. The 2014 Five Star Wealth Managers are a select group, representing less than 7% of the wealth managers in the area. The individuals honored will be included in a special section of the July issue of Milwaukee Magazine.
"This recognition validates our core belief in serving our clients and delivering the results they expect," said Brian Andrew, CFA, President and CIO. "We continue to build a quality team focused on our clients' financial success, and we are honored to receive these awards."
About Cleary Gull
Cleary Gull (www.clearygull.com) is an employee-owned firm headquartered in Milwaukee, Wisconsin providing specialized financial services through two operating divisions: Investment Advisory and Investment Banking. Cleary Gull is among the top 100 registered investment advisors in the U.S.(1) with combined assets under management of $2.5 billion as of December 31, 2013 and a focus on high net worth individuals, pilots, and health care organizations. Cleary Gull's investment bankers specialize in providing exclusive advice on sales, mergers, acquisitions, private debt and equity capital placement, typically for transactions from $10 million to $200 million.
(1) Based on an InvestmentNews.com 12/22/12 published ranking of the top broker-dealer registered investment advisers by total assets under management.
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