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2016
November
Peter F. Schumacher, CPA, Vice President featured in Bloomberg News, "What the Rich Are Doing Now to Reap Trump's Tax Bonanza"
November
Brian Andrew, CFA, Chief Investment Officer - Johnson Financial Group featured in The Arizona Republic, "How Arizonans' wallets might be affected by Donald Trump's presidential victory"
October
Brian Andrew, CFA, Chief Investment Officer - Johnson Financial Group featured in Bloomberg News, "The Rich Get Ready for Higher Taxes Under a President Clinton"
October
Robert L. Warner, Managing Director Featured in USA Today, "3 Retirement Tips You're Not Thinking About"
October
Brian Andrew, CFA, Chief Investment Officer - Johnson Financial Group Featured in the Green Bay Press-Gazette, "Banker: Focus On Millennials, Not President"
July
Brian Andrew, CFA, Chief Investment Officer Joins Chuck Jaffe on MoneyLife
July
Brian Andrew, CFA, Chief Investment Officer - Johnson Financial Group featured in Advisor Perspectives Newsletter, "More of the Same is Not So Bad"
June
Johnson Financial Group Closes On Cleary Gull Advisors Acquisition
May
Robert L. Warner, Managing Director featured in Financial Advisor, "Retirement Goals Can Focus On Meaning - Not Just Money"
April
Cleary Gull Opens 8th Annual Senior Living Survey
April
Robert L. Warner, Executive Vice President and Managing Director featured on WealthManagement.com's Trusts & Estates, "A Guide to Helping Clients Complete Their Estate Plans"
February
Joseph F. Hickey, CFA, Director of Equity Strategy featured in Advisor Perspectives, "Crude Oil: Lower for Longer?"
January
Jeremy A. Reeves, Vice President of Technology featured in Financial Planning "Digital Diligence: Is Your Tech Tough Enough?"
January
Robert L. Warner, Executive Vice President and Managing Director featured on 620 WTMJ, "Handling your Finances when the Market is Down"
January
Johnson Financial Group To Acquire Cleary Gull Advisors: Investment Banking Arm Will Remain Separate featured in BizTimes
January
Johnson Financial Group To Acquire Cleary Gull Advisors Inc. - Cleary Gull Inc. To Focus Exclusively On Investment Banking
January
Johnson Financial Group to acquire Milwaukee’s Cleary Gull Advisors Inc. featured in Milwaukee Journal Sentinel
January
Johnson Financial Group to acquire Cleary Gull Advisors Inc.
January
Steven J. Backus, Vice President and Client Advisor featured in Senior Housing News, "Looking Beyond Occupancy to Improve Senior Living Margins"
2015
December
Steven J. Backus, Vice President and Client Advisor featured in Senior Housing News, "Senior Living CEOs Report Higher Margins, Interest Rate Fears"
December
Cleary Gull Releases Results of 7th Annual Senior Living Study
December
Robert A. Brooks, CFP, Vice President and Relationship Manager, featured in Financial Planning, "Combating Cybersecurity Concerns and Reassuring Clients"
November
Jeremy A. Reeves, Vice President of Technology interview featured in Financial Planning "Advisors and Digital Technology: Adapting to Change"
November
David G. Carroll, CFA, Senior Vice President, Senior Portfolio Manager featured on JS Online "Do Stocks Follow the Presidency?"
November
Michael J. Cleary, Chairman and CEO featured in Financial Advisor "Easing the Path Through Financial Transitions"
October
Robert Warner, Executive Vice President and Managing Director featured in InBusiness "Sequence of returns – A significant risk that should not be ignored"
October
Robert Warner, Executive Vice President and Managing Director featured in Financial Planning "Help Clients Avoid Pitfalls of a Retirement Paradise"
July
Brian Andrew, CFA, President and Chief Investment Officer featured in Investment News "Yields skyrocket! Really?"
June
Brian Andrew, CFA, President and Chief Investment Officer featured in Milwaukee Journal Sentinel "Reasons for bond investors to cheer rising interest rates".
June
Brian Andrew, CFA, President and Chief Investment Officer featured in Advisor Perspectives "Yields Skyrocket! Really?"
May
Brian Andrew, CFA, President and Chief Investment Officer featured in Advisor Perspectives "Car Nut"
April
Robert Warner, Executive Vice President and Managing Director featured in BizTimes "Planning your retirement spending? Take a layered approach"
April
Brian Andrew, CFA, President and Chief Investment Officer featured in Financial Advisor "Good Things to Life"
April
Brian Andrew, CFA, President and Chief Investment Officer featured in Investment News "The (currency) war is on"
March
Brian Andrew, CFA, President and Chief Investment Officer featured in Advisor Perspectives "A Body at Rest??"
February
Brian Andrew, CFA, President and Chief Investment Officer featured in Advisor Perspectives "Mardi Gras Market?"
January
Brian Andrew, CFA, President and Chief Investment Officer featured in On Wall Street "Strategies for a Strong Dollar"
2014
December
Cleary Gull volunteers at Jewish Community Food Pantry in efforts to raise funds in support of United Way's Season of Caring
November
Brian Andrew, CFA, President and Chief Investment Officer featured in Advisor Perspectives "The Race"
October
Robert Schneider, CFP®, RICP® Vice President, Relationship Manager, featured in In Business Wisconsin "Cyber Security Awareness"?
October
Brian Andrew, CFA, President and Chief Investment Officer featured in Advisor Perspectives "Under the Magnifying Glass"
October
Brian Andrew, CFA, President and Chief Investment Officer featured in Advisor Perspectives "Finally, a Five Handle!"
October
Brian Andrew, CFA, President and Chief Investment Officer featured in Advisor Perspectives "October is a Scary Month"
October
Cleary Gull Releases Results of 6th Annual Senior Living Study
Also featured in Senior Housing News
October
Cleary Gull Makes A Multi-Year Grant to the Milwaukee Athletic Club To Create Refuge Smoothie Café
Also featured in WisBusiness.Com
October
Brian Andrew, CFA, President and Chief Investment Officer featured in Financial Advisor "Pass the Buck"
September
Brian Andrew, CFA, President and Chief Investment Officer featured in Advisor Perspectives "Open Sesame"
September
Robert Warner, Managing Director, featured in Milwaukee BizTimes On The Money "Creating Retirement Income - Making the Most of Your Savings"
August
Brian Andrew, CFA, President and Chief Investment Officer, featured in Advisor Perspectives "From the Alps to the Tetons"
August
Robert Schneider, CFP
®
, RICP
®
Vice President, Relationship Manager, featured in BenefitsLink.com How Much is a Proper Beneficiary Designation Worth?
August
Brian Andrew, CFA, President and Chief Investment Officer, featured in Advisor Perspectives "Mixed Signals"
August
Michael Cleary, Chairman and CEO featured in the Milwaukee BizTimes The Last Word "Plan the Transition"
August
Brian Andrew, CFA, President and Chief Investment Officer, featured in Madison's In Business - IBMadison.com "Investing is Like Fishing"
July
Robert Warner, Executive Vice President, featured in 401khelpcenter.com with his article, "Seven Steps to a Successful Financial Plan"
July
Cleary Gull Named to Financial Times 300 Top Registered Investment Advisers List
Also Featured in BizTimes
June
Brian Andrew, CFA, President and Chief Investment Officer, featured in Advisor Perspectives with his article, "You Don't Have to Love Soccer"
June
Steven Backus Receives President’s Award From Wisconsin’s Healthcare Financial Management Association
April
Cleary Gull Rolls Out New Asset Management Program -
ClearWealth® Pre-Retirement Program Helps Pilots Prepare for Retirement
March
Cleary Gull Names Brian Andrew, CFA President
Also featured in BizTimes
March
Pilot Retirement Plan Survey Reveals Investing Behavior" by Robert Warner, Managing Director, Cleary Gull at www.401khelpcenter.com
March
Brian Andrew, President and Chief Investment Officer featured in Journal Sentinel article: "Lower prices, higher yields make municipal bonds worth a look."
January
Survey of Airline Pilots Find Most Are Engaged Retirement Investors
Survey results also featured in third party article from Investment Advisor
2013
August
Brian Andrew, CFA will be presenting at the 2013 LeadingAge Ohio Annual conference and Trade Show on September 11, 2013 in Columbus, OH.
June
Five Members of Cleary Gull Inc. Awarded the Distinction Five Star Professional Wealth Manager
2012
November
Cleary Gull was named by the National Association of Board certified Advisory Practices (NABCAP) as a Milwaukee Premier Wealth Advisor.
October
Cleary Gull ranked # 7 on assets under advisement as of December 31, 2011 by The Business Journal.
June
Cleary Gull Celebrates 25th Anniversary
2011
December
Brian Andrew, CFA, featured in JS Online, "Some Advisers Turn to Nontraditional Investments"
September
Cleary Gull Advisors Inc. 2011 Senior Living Asset Allocation Study featured in Senior Living Business
July
Steve Backus 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
March
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.
March
Brian Andrew, CFA, joins Cleary Gull as Chief Investment Officer
January
MBO Cleary Advisors Inc. Adopts Cleary Gull Name
2010
October
David Carroll, Cleary Gull Inc., featured in BizTimes, "Bond Market in Flux"
June
Joseph Hickey, CFA, Cleary Gull Inc., featured in BizTimes, "Gold Rush Investors Flock to Inflation Hedge"
May
Maureen Busby Oster, CFA, MBO Cleary Advisors Inc., featured in Milwaukee Journal Sentinel, "Markets Slide Into Correction; Europe Worries Cloud Recovery"
April
Joseph Hickey, CFA, Cleary Gull Inc., featured in The Business Journal of Milwaukee, "Market Recovery Pushes Up Southeast Wisconsin Stocks"
April
Maureen Busby Oster, CFA, MBO Cleary Adivosrs Inc., featured in The Business Journal of Milwaukee, "Mutual Funds Post Major Recovery Over Past Year"
March
Small Business Commerce Association selects MBO Cleary Advisors Inc. for "2009 Best of Business Award"
March
Maureen Busby Oster, CFA, MBO Cleary Advisors Inc., featured in Milwaukee Journal Sentinel, "Stocks Roar Back, But Economy Has Far to Go"
2009
June
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"
January
Cleary Gull Inc. featured in The Milwaukee Business Journal, "Cary Francis buys competitor"
January
Maureen Busby Oster, CFA, MBO Cleary Advisors Inc., featured in The Milwaukee Journal Sentinel, "Investment Trends Corporate bonds are paying well"
January
Cleary Gull Inc. featured in Small Business Times, "Special Division Provides Spark for Cleary Gull"
2008
August
Cleary Gull Holdings Inc. makes the 2008 Inc. 5000
June
Cleary Gull Holdings Inc. named recipient of The Metropolitan Milwaukee Association of Commerce Future 50 Award
May
Michael Cleary featured in Small Business Times, Applause!
March
Michael Cleary named recipient of Small Business Times' Bravo! Entrepreneur Award
2007
October
Cleary Gull Holdings Inc. featured in The Milwaukee Business Journal's Mid-Market Growth Awards special section
