Racine-based Johnson Financial Group has named Brian Andrew, CFA, chief investment officer.
Andrew previously was president and chief investment officer at Cleary Gull in Milwaukee, where he managed the firm’s investment banking and advisory businesses, which included investment management research, portfolio management and trading. He joined Cleary Gull in 2011 and was named president in March 2014. Andrew earned a bachelor’s in business and finance from the University of Minnesota.
At Johnson Financial, Andrew assumes the role previously filled by Kevin Tan for just one year. The role was newly created when Tan was named to it in August 2014.
“Appointing Brian to this important leadership position for our Wealth team not only broadens our expertise, it enhances our capacity to meet the needs and goals of our clients and is reflective of the growth of the wealth business,” said Thomas Bolger, president and chief executive officer of Johnson Financial Group.
“Given Brian’s long tenure as a highly successful investor and proven track record of accomplishment, he will complement our experienced team and allow us to further enhance our Wealth business,” said Daniel Kaminski, executive vice president of Wealth for Johnson Financial Group.
“I am honored to take on this role and excited about the future of Johnson Bank,” Andrew said. “We have an industry leading team firmly focused on delivering strong investment performance to our clients. I am excited to be a part of this growth and look forward to working with the entire Johnson team.”
Michael Cleary, chief executive officer at Cleary Gull, will assume Andrew’s executive duties and the company’s investment committee will assume chief investment officer duties as the firm conducts its search for a new president.
“We are grateful for Brian’s many contributions to our firm,” Cleary said. “He had a positive impact on many of our day-to-day functions and the service we deliver to clients. We look to continue the initiatives that began under his watch.”
