Client Strategy & Research
Prior to joining Cleary Gull, Mr. Backus worked for Ziegler Capital Management, where he was responsible for maintaining current and establishing new client relationships within the not-for-profit health care and senior living industries. He previously worked for Morgan Stanley as a financial advisor and Strong Capital Management where he was responsible for servicing retail clients.
Mr. Backus is a member of the LeadingAge Association of Wisconsin and chairs the membership committee of Wisconsin Healthcare Financial Management Association. He is a registered investment professional and received a BA in Consumer Science with a concentration in Personal Finance from the University of Wisconsin-Madison.
Mr. Andrew is the Chairman of the Board of the National Hemophilia Foundation. He is also and adjunct professor for IE University’s graduate finance program, teaching portfolio management. Additionally, Mr. Andrew, served on the Advisory Board for both the University of Wisconsin – Milwaukee, College of Health Sciences, and Marquette University’s Applied Investment Management program. He was also a director for a community development authority and school commission member for St. Charles School.
He has earned the CFA® designation and received a BS in Business and Finance from the University of Minnesota.
Mr. Hickey brings over 30 years of investment industry experience to his role at Cleary Gull. Prior to joining Cleary Gull, Mr. Hickey was Managing Director of Investment Banking with Tucker Anthony Sutro Capital Markets where his duties included syndicating and underwriting the firm’s public and private equity offerings.
He is a Registered Option Principal and a member of both the Chartered Financial Analyst Institute and the Investment Analyst Society of Milwaukee. He is a frequent speaker at investment and business leader forums on topics such as global economics, portfolio management and investment market bubbles. Mr. Hickey received a BS in Economics and his MBA in Finance from the University of Wisconsin – Madison.
Mr. Hickey has a Commercial, Multi-Engine Instrument rating and is an Angel Flight Volunteer.
Mr. Carroll has over 30 years of experience in the investment arena. Prior to joining Cleary Gull, he was a Senior Portfolio Manager with JPMorgan Private Client Services. Other investment experience includes trading distressed securities for Cargill and managing high yield bond funds for AAL Capital Management and Fortis Advisors.
Mr. Carroll earned both an MBA and a BS in Business from the University of Minnesota. He holds the Chartered Financial Analyst (CFA) designation. He is a board member of Prevent Blindness Wisconsin.
Prior to joining Cleary Gull, Mr. Henshue held the position of Senior Financial Analyst at MillerCoors where he was responsible for the financial reporting of commodity hedges. He previously worked at CliftonLarsonAllen as a Senior Associate.
Mr. Henshue graduated magna cum laude from the University of Wisconsin-Milwaukee with undergraduate degrees in Finance and Accounting, and a Masters degree in Professional Accounting. He holds the Chartered Financial Analyst (CFA) designation, is a member of the CFA Society of Milwaukee, and is a licensed CPA in the State of Wisconsin.