Prior to joining Cleary Gull, he was Vice President of La Bri Group of First Allied Securities with a specialization in alternative investments. Mr. Holton previously was Vice President – Sales and Marketing and equity owner of a specialty recruiting firm in Milwaukee.
He earned his Bachelor of Arts degree from the University of Minnesota – Twin Cities and his Master of Business Administration from Marquette University. He also earned the Certified Wealth Strategist® designation from The Cannon Financial Institute.
Mr. Holton is currently a board member of the Society of Financial Service Professionals – Milwaukee. He is also a member of the Membership Committee for the Milwaukee Estate Planning Forum. He is a frequent speaker on the topics surrounding successful families in business and has been published locally, nationally, and internationally.
Before joining Cleary Gull, Mr. Schreiber was a financial consultant with Smith Barney and was a pilot in the Air Force for twenty years. He is a member of the Reserve Officer Association and the Association of Graduates (USAFA) and earned his BS in Engineering from the Air Force Academy.
Prior to joining Cleary Gull, Mr. McGill ran his own national financial practice with Northwestern Mutual working with active duty and retired members of the U.S. Armed Forces. From 2007-2011, he served as a U.S. Marine Corps Captain and Infantry Officer. Highlights of his service include a combat deployment with Third Battalion, Fifth Marines to Sangin District, Afghanistan in 2010. Mr. McGill served as a Battalion Fire Support Coordinator, which included liaising with fixed and rotary-wing aircraft in support of ground combat operations.
As a Distinguished Graduate of Virginia Military Institute, Mr. McGill earned a Bachelor of Arts in Economics and Business. He is an Eagle Scout and partners with the Boy Scouts of America to expand Scouting opportunities to traditionally underserved communities in Milwaukee.
Prior to joining the Private Client Group, she worked as an analyst in the Investment Banking group at Cleary Gull where she was responsible for research and analysis and actively contributed to executing merger and acquisition transactions for middle market companies.
Ms. Small received a Bachelor of Arts degree in Commerce, Organizations, and Entrepreneurship from Brown University where she was also a member of the NCAA Women’s Ice Hockey team.