Cleary Gull Inc.

Description

Address: 411 E Wisconsin Ave # 1850, Milwaukee, WI 53202 Phone: (414) 291-4500: : Hours: Place name: : Website: : : Category: : Website: http://clearygull.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cleary Gull Holdings Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Cleary Gull Inc. Employees

Employee
Years
Job
Industry
Marty Pembroke Marty Pembroke Chicago, Illinois Details
Marty Pembroke's Cleary Gull Inc. Experience December 1996 - August 2001
Job Managing Director at EisnerAmper Fund Services llc
Industry Financial Services
Experience
EisnerAmper LLP  February 2012 - Present
HLW Fund Services LLC   January 2009 - February 2012
Spectrum Global Fund Administration  December 2006 - December 2008
Griffin Kubik Stephens & Thompson  September 2001 - December 2006
Cleary Gull Inc.   December 1996 - August 2001
Tucker Anthony Capital Markets   December 1996 - August 2001
Rodman & Renshaw  September 1995 - December 1996
Fuji Securities  March 1986 - September 1995
Spicer & Oppenheim  1983 - 1986

Skills
Hedge Funds, Alternative Investments, Fund Administration, Management, Fund Of Funds, Securities, Mergers & Acquisitions, Asset Management, Private Equity, Investments, Accounting

Education
University of Illinois at Chicago   1976 — 1980
BS, Accounting

Jon Coulter Jon Coulter Greater Milwaukee Area Details
Jon Coulter's Cleary Gull Inc. Experience 2005 - 2006
Job Managing Director at Hendricks Holding Company, Inc.
Industry Venture Capital & Private Equity
Experience
Hendricks Holding Company, Inc.   2006 - Present
Cleary Gull Inc.   2005 - 2006
Fischer & Associates   2003 - 2005
Marquette Capital Partners   1999 - 2002
B.C Ziegler & Co.   1997 - 1999
Robert W. Baird  1987 - 1996
U.S. Air Force   1982 - 1994

Skills
Mergers & Acquisitions, Due Diligence, Mergers, Finance, Venture Capital, Investments, Executive Management, Strategic Planning, Valuation, Financial Modeling, Private Equity, Investment Banking, Divestitures, Business Valuation, Corporate Finance, Restructuring, Business Strategy, Corporate Development, Management, Portfolio Management, Financial Analysis, New Business Development

Education
Purdue University
B.S.

University of Wisconsin-Madison
M.B.A., Finance

Amy Steffek Amy Steffek Greater New York City Area Details
Amy Steffek's Cleary Gull Inc. Experience 1998 - 2001
Job Institutional Sales at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein  Institutional SalesSanford C. Bernstein2008 - Present
Robert W. Baird  2006 - 2008
Lehman Brothers  2004 - 2006
Cleary Gull Inc.   1998 - 2001
Miller Brewing Company  1996 - 1998

Education
University of Wisconsin-Madison   1994 — 1995
BS, finance

University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)

Gerald Gerndt Gerald Gerndt Greater Milwaukee Area Details
Gerald Gerndt's Cleary Gull Inc. Experience October 1996 - November 2001
Job Managing Director at RW Baird
Industry Financial Services
Experience
RW Baird  Managing DirectorRobert W. Baird2001 - Present
Cleary Gull Inc.   October 1996 - November 2001

Education
Stanford University Graduate School of Business   1975 — 1977
MBA, Finance

University of Wisconsin-Madison   1960 — 1965
BS, Agriculture/Biochemistry

Jessica Geary Jessica Geary Greater Milwaukee Area Details
Jessica Geary's Cleary Gull Inc. Experience October 2006 - October 2008
Job Investment Risk Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  February 2010 - Present
Cleary Gull Holdings   October 2008 - February 2010
Cleary Gull Inc.   October 2006 - October 2008
Robert W. Baird  December 2005 - September 2006
Robert W. Baird & Co.   March 2005 - December 2005
The Institute for Entrepreneurship   March 2003 - August 2004

Skills
Financial Modeling, Portfolio Management, Investments, Mutual Funds, Funding, Analysis, Asset Management, Financial Analysis, Due Diligence

Education
Marquette University   2006 — 2008
MBA, Business

University of Wisconsin-Milwaukee - Lubar School of Business   2002 — 2006
BBA, Finance & Marketing

John Krueger, CFA John Krueger, CFA Greater Milwaukee Area Details
John Krueger, CFA's Cleary Gull Inc. Experience January 1998 - October 2010
Job Product Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  September 2010 - Present
Cleary Gull Inc.   January 1998 - October 2010
M&I Bank  June 1992 - December 1997

Education
The University of Chicago Booth School of Business   1998 — 2001
MBA, Finance

University of Wisconsin-Whitewater   1988 — 1992
BBA, Finance

Maureen Oster Maureen Oster Greater Milwaukee Area Details
Maureen Oster's Cleary Gull Inc. Experience March 2003 - December 2012
Job Advisor/ investment management, corporate governance, mutual funds
Industry Investment Management
Experience
InControl Medical LLC  April 2014 - Present
Maureen Oster   January 2012 - Present
Mountain Lake Corporation   2011 - Present
Wisconsin Policy Research Institute   2009 - Present
Marquette University Business School Advisory Board   1983 - June 2014
Bentley World Packaging Ltd  2012 - 2014
Cleary Gull Inc.   March 2003 - December 2012
Cardinal Stritch University  2004 - 2012
MBO Cleary   June 2003 - 2012
Lipper Advisory Services   1985 - 2009

Skills
Investment Advisory, Retirement, Pension Funds, Foundations, Endowments, Public Speaking, Corporate Governance, Public Policy, Investment Strategies, Asset Allocation, Portfolio Management, Investment Management, Retirement Planning, Board Development, Risk Management, Mutual Funds, Investments, Due Diligence, Finance, Strategy

Education
Barat College of DePaul University   1967 — 1969
BA, Spanish, Economics, French

College of New Rochelle

Kimberly Piraino Kimberly Piraino Greater Milwaukee Area Details
Kimberly Piraino's Cleary Gull Inc. Experience October 1997 - December 2004
Job Design Group Manager at GMR Marketing
Industry Marketing and Advertising
Experience
GMR Marketing  January 2013 - Present
Harley-Davidson Motor Company  June 2012 - November 2012
Harley-Davidson Motor Company -   February 2010 - June 2012
Harley-Davidson Motor Company  2007 - 2009
Spherion  February 2005 - August 2007
Cleary Gull Inc.   October 1997 - December 2004

Skills
Training, Process Improvement, Leadership, Employee Training, Microsoft Office, Software Documentation, Access, Project Management, Leadership Development, Customer Satisfaction, Event Planning, Management, Microsoft Excel, Outlook, Team Building, Customer Service, CRM, Operations Management, Change Management, PowerPoint, Program Management, Analysis, Strategic Planning, Microsoft Word, Editing, Continuous Improvement, Organizational..., Coaching, Interviews, Visio, Time Management, Budgets, Employee Relations, Retail, Team Leadership, Human Resources, Project Planning, Logistics, Sales, Alfresco, Job Estimating, Resource Management, OmniGraffle, InDesign, QuickBase

Education
Milwaukee Area Technical College   1996 — 1997
Associates, Human Services

University of Wisconsin-Milwaukee   1990 — 1993
Art/Art Studies, General

Mukwonago High School

Brian Timmermann Brian Timmermann Greater Milwaukee Area Details
Brian Timmermann's Cleary Gull Inc. Experience July 1999 - June 2000
Job
Industry Insurance
Experience
Northwestern Mutual  September 2011 - Present
Northwestern Mutual Life  June 2000 - September 2011
Cleary Gull Inc.   July 1999 - June 2000

Education
Milwaukee School of Engineering   1998 — 2002
Business & Computer Systems

Karl Schmidtke, CFA Karl Schmidtke, CFA Greater Milwaukee Area Details
Karl Schmidtke, CFA's Cleary Gull Inc. Experience October 1998 - September 2007
Job Senior Vice President Investments at Northland Securities
Industry Financial Services
Experience
Northland Securities  September 2007 - Present
Cleary Gull Inc.   October 1998 - September 2007
Smith Barney Inc.  January 1995 - October 1998

Education
Baylor University   1990 — 1991
MBA, Finance

Baylor University   1986 — 1990
BBA, Economics and Finance

New Berlin Eisenhower   1982 — 1986