Mr. Andrew is a member of the Wisconsin Healthcare Financial Management Association and Vice Chair of the National Hemophilia Foundation. He currently serves on the Advisory Board for the University of Wisconsin – Milwaukee, College of Health and Science. Additionally, he’s an adjunct professor for IE University’s graduate finance program teaching portfolio management. Mr. Andrew also served as an advisory board member for the Marquette University Applied Investment Management program, as 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. Carroll has over 25 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 actively involved with the Duke Pride booster club for Whitefish Bay High School.
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.
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.