Cleary Gull Inc. is a Registered Investment Advisor and Broker Dealer headquartered in Milwaukee, WI. The Cleary Gull Private Client Group is experienced in creating and implementing various investment strategies for a diverse group of clients such as retirement plans, foundations and endowments, entrepreneurs, affluent families and individuals, and retired commercial airline pilots.
Cleary Gull has experienced a tremendous amount of growth over the past few years and we anticipate that this growth will continue. As the firm grows, Cleary Gull will look for talented individuals with a winning attitude and teamwork mindset within the following areas:
Portfolio Management The Portfolio Management team monitors individual portfolios and is responsible for implementing asset allocation and manager adjustments made by the Investment Strategy Group.
Investment Research and Product Development The Investment Research and Product Development Team is responsible for the development and monitoring of Cleary Gull's individualized investment plans and the coordination of the firm's manager due diligence process.
Relationship Management The Relationship Management team is responsible for managing client expectations, while adding significant value to the client relationship through the various areas of financial planning.
Client Service The Client Service team is responsible for providing an impeccable level of service to our clients and administrative support to the Relationship Management team.
Sales and Business Development The Sales and Business Development team is responsible for creating new opportunities for Cleary Gull by introducing our Investment and Service capabilities to Centers of Influence and wealthy families and individuals nationally.
Please submit your resume and inquiry to: Cleary Gull Inc. 100 E. Wisconsin Avenue, Suite 2400 Milwaukee, WI 53202 Attention: Jane Pegelow - HR Department recruiting@clearygull.com