Cleary Gull said Thursday that it has appointed Brian Andrew as president. Andrew is currently the company’s chief investment officer and will remain in that position. He also has been added to Cleary Gull Holdings’ board of directors. Also, Michael Cleary, chairman and CEO of Cleary Gull, will continue in his roles. Based in Milwaukee, Cleary Gull is a financial services firm.
MILWAUKEE–(BUSINESS WIRE)–Cleary Gull, Inc., announced today that it has named Brian Andrew President. Brian will also continue as the firm’s Chief Investment Officer and will join the Board of Directors of Cleary Gull Holdings Inc. Michael Cleary will remain Chairman and Chief Executive Officer and will focus on building and maintain relationships with and serving the firm’s wealth management clients.
Said Michael Cleary, “The industry experience that Brian brings to Cleary Gull has helped us improve many facets of the business. Brian has implemented an institutional caliber investment process and team approach to deliver the results our clients expect. He has led our firm’s investment in an integrated technology platform and helped us stay positioned as one of the nation’s leading registered investment advisors.”
Said Andrew, “I am honored to lead Cleary Gull as we continue to serve our investment advisory and investment banking clients. We are committed to growth, to providing the highest quality, customized investment services to our wealth management clients and institutions, and to continue investing in our team that provides investment banking services to businesses and private equity investors. The firm’s investment advisory and investment banking businesses complement each other and we appreciate the balance these two businesses bring to our firm.”
Brian Andrew joined Cleary Gull in 2011 as Chief Investment Officer. He has 14 years leading institutional asset management firms and more than 25 years in the financial services industry. Most recently, Brian was with 1492 Capital. He was formerly President and CIO of Ziegler Asset Management a group within the Ziegler Cos., Inc., and he also worked at Bank One Investment Advisors, and First Bank Systems.
Said Michael Cleary, “We are not the same firm we were 25 years ago. Cleary Gull has evolved from a focus mainly on equity capital markets, including institutional sales, research, trading and investment banking to a well-balanced robust investment advisory and investment banking business. While I have no intention of retiring for the foreseeable future, I am pleased we continue to build the right team and infrastructure at Cleary Gull to serve our clients for years to come.”
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 Management Services and Investment Banking. Cleary Gull is a leading registered investment advisor guiding client assets totaling $2.6 billion as of December 31, 2013, with a focus on high net worth individuals, pilots and healthcare organizations and a leading middle market investment bank, providing advice on exclusive sales, mergers, acquisitions and placing private placement debt and equity capital, typically involved transactions from $10 million to $200 million.