April 2012 - Michael Peters, CFA, comments on the wealth manager capabilities in BondEdge.
February 2012 - HFMA and Cleary Gull announce speakers and topics - 4th Annual CFO Forum on March 21, 2012 (Ambassador Hotel in Milwaukee) - Stephanie Chedid chairs event
December 2011 - Brian Andrew, CFA, featured in JS Online, "Some Advisers Turn to Nontraditional Investments"
September 2011 - Ron Miller featured in BizTimes, "Buyers Outnumbers Sellers, Pent-up demand drives increase in M&A activity"
September 2011 - Cleary Gull Advisors Inc. 2011 Senior Living Asset Allocation Study featured in Senior Living Business
July 2011 - Steve Backus & Wendy Stojadinovic, CFA, featured in Senior Living Business in a Q&A on the subject of investing bond proceeds, which includes the importance of having an investment strategy and the best investment options available to borrowers
April 2011 - The M&A Advisor announces Cleary Gull as a finalist for their 6th Annual Financing Awards in the "Acquisition Financing Deal of the Year" category for its representation of Weyco Group, Inc.
March 2011 - Brian Andrew, CFA, joins Cleary Gull as Chief Investment Officer
March 2011 - The Wisconsin Committee for Employer Support of the Guard and Reserve (ESGR), an agency of the Department of Defense, honored Cleary Gull with a Patriot Award.
February 2011 - Stephanie Chedid is elected to the board of directors for the United Way of Greater Milwaukee, featured in BizTimes
January 2011 - Michael Cleary, Stephanie Chedid and John Peterson featured in BizTimes, "MBO Cleary Adopts Cleary Gull Name"
January 2011 - Ron Miller featured in BizTimes, "Mergers & Acquisitions: Bouncing Back"
January 2011 - MBO Cleary Advisors Inc. Adopts Cleary Gull Name
December 2010 - Jeff Nelson, MBO Cleary Adivisors Inc., featured in Milwaukee Journal Sentinel, "Experts Not Quite Sold on Economy"
October 2010 - David Carroll, Cleary Gull Inc., featured in BizTimes, "Bond Market in Flux"
October 2010 - Ryan Olsta, Cleary Gull Inc., featured in Foundry Management & Technology, "Aarowcast Bought by Private Investors"
October 2010 - Ryan Olsta, Cleary Gull Inc., featured in BizTimes, "Cleary Gull Helps Management, Two PE Firms Acquire Shawano Foundry"
September 2010 - Ron Miller, Cleary Gull Inc., featured in GF Data Resources, "Deal Size Matters in 2010"
August 2010 - Featured in The Business Journal of Milwaukee "Cleary Gull to Open Appleton Office"
July 2010 - Jeff Nelson, CFA, MBO Cleary Advisors Inc., featured in Milwaukee Journal Sentinel, "Some Funds Help Investors Roll With Uncertainty"
July 2010 - Ron Miller, Cleary Gull Inc., featured in BizTimes, "M&A Activity to Remain Strong Through Rest of 2010"
June 2010 - Joseph Hickey, CFA, Cleary Gull Inc., featured in BizTimes, "Gold Rush - Investors Flock to Inflation Hedge"
May 2010 - Ron Miller, Cleary Gull Inc., featured in Milwaukee Journal Sentinel, "Mason Wells Raises $525 Million For New Fund"
May 2010 - Charles Batchelor, CFA, MBO Cleary Advisors Inc., featured in BizTimes, "On The Money: Deflation Now, Inflation Later?
May 2010 - Maureen Busby Oster, CFA, MBO Cleary Advisors Inc., featured in Milwaukee Journal Sentinel, "Markets Slide Into Correction; Europe Worries Cloud Recovery"
May 2010 - Jeff Nelson, CFA, MBO Cleary Adivsors Inc., featured in Milwaukee Journal Sentinel "European Rescue Plan Gives U.S. Stocks Biggest Jump of Year
May 2010 - Ron Miller, Cleary Gull Inc., featured in BizTimes, "Wisconsin Dealmakers More Optimistic About M&A Market"
April 2010 - Maureen Busby Oster, CFA, MBO Cleary Adivosrs Inc., featured in The Business Journal of Milwaukee, "Mutual Funds Post Major Recovery Over Past Year"
April 2010 - Joseph Hickey, CFA, Cleary Gull Inc., featured in The Business Journal of Milwaukee, "Market Recovery Pushes Up Southeast Wisconsin Stocks"
March 2010 - Small Business Commerce Association selects MBO Cleary Advisors Inc. for "2009 Best of Business Award"
March 2010 - Maureen Busby Oster, CFA, MBO Cleary Advisors Inc., featured in Milwaukee Journal Sentinel, "Stocks Roar Back, But Economy Has Far to Go"
March 2010 - Ron Miller, Cleary Gull Inc., featured in Private Equity Professional Digest, "Middle Market Deal Volume Creeping Upward"
February 2010 - Ron Miller, Cleary Gull Inc., featured in Milwaukee Journal Sentinel, "Students Learning the Art of the Deal"
February 2010 - Jeff Nelson, CFA, MBO Cleary Advisors Inc., featured in Milwaukee Journal Sentinel, "Stocks Tumble on Worries About Jobs, European Debt"
January 2010 - Ron Miller, Cleary Gull Inc., featured in BizTimes, "ACG Cup Tests Future M&A Dealmakers"
December 2009 - Ron Miller, Cleary Gull Inc., featured in The Business Journal of Milwaukee, "Poll: Wisconsin M&A activity to grow in 2010"
July 2009 - Maureen Busby Oster, CFA, MBO Cleary Advisors Inc., featured in The Business Journal of Milwaukee, "Mutual Funds Rally in Second Quarter"
July 2009 - Nicholas Bauer, CFA, MBO Cleary Advisors Inc., featured in The Business Journal of Milwaukee, "Saint John's Hopes to Begin Project in 2009"
June 2009 - As featured in July's issue of Milwaukee Magazine, "Cleary Gull Inc. is pleased to announce that six members of the firm were recently awarded as FIVE STAR: Best in Client Satisfaction Wealth Managers for 2009"
May 2009 - Nicholas Bauer, CFA, MBO Cleary Advisors Inc., and Joseph Hickey, CFA, Cleary Gull Inc., present "Managing Your Investment Portfolio in a Balance Sheet Context" at the 2009 Michigan HFMA Spring Conference
January 2009 - Ron Miller, Cleary Gull Inc., featured in Biz Times "Chilly M&A Market: Most Deals Involve Distressed Firms"
January 2009 - Stephanie Chedid, AIF, MBO Cleary Advisors Inc., featured in The Milwaukee Journal Sentinel, "MBO Cleary Launches Health Care Division"
January 2009 - Jeff Nelson, CFA, MBO Cleary Advisors Inc., featured in The Milwaukee Journal Sentinel, "Are Stocks Low Enough to Finally Buy?"
January 2009 - Maureen Busby Oster, CFA, MBO Cleary Advisors Inc., featured in The Milwaukee Journal Sentinel, "Investment Trends - Corporate bonds are paying well"
January 2009 - Cleary Gull Inc. featured in Small Business Times, "Special Division Provides Spark for Cleary Gull"