Banking & Finance
Stay informed on the latest banking, finance, and investment news across Milwaukee and Wisconsin.
Ellenbecker turns over reins of company to daughter
Karen Ellenbecker, founder of Pewaukee-based Ellenbecker investment Group, is turning over the reins of her investment advisory company to her daughter, Julie Ellenbecker-Lipsky, who is the firm's new president.
Money moves
U.S. Bank’s The Private Client Reserve has hired Erik Zipp as wealth management advisor in Milwaukee. Zipp will provide...
Waukesha State Bank names Flores bank manager
Mondi Flores has been named bank manager at Waukesha State Bank’s office on Silvernail Road in Pewaukee.
Bank Mutual hires Potter as bank office manager
Brown Deer-based Bank Mutual has hired Joel Potter as assistant vice president/bank office manager at the Southgate office, 3340 S. 27th St. in Milwaukee.
Selig family donates $2.5 million to Sojourner Family Peace Center
The Selig family has gifted $2.5 million to Children's Hospital of Wisconsin, to be used toward the Sojourner Family Peace Center in Milwaukee.
Roundy’s closes Rainbow stores sale
Milwaukee-based Roundy’s Inc. has closed on its sale of 18 Rainbow grocery stores in the Minneapolis/St. Paul market.
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Ellenbecker turns over reins of company to daughter
Karen Ellenbecker, founder of Pewaukee-based Ellenbecker investment Group, is turning over the reins of her investment advisory company to her daughter, Julie Ellenbecker-Lipsky, who is the firm’s new president.
Bankers expect tepid loan demand in second half of year
As the second half of the year begins, bankers don't have the rosiest outlook on the state's economy.
Urban starts investor relations firm
David Urban, former director of investor relations at Johnson Controls Inc., has launched his own investor relations consulting firm, Strategic IR Advisors LLC.
Baird closes on acquisition of Seattle firm
Milwaukee-based Baird Financial Group has closed on its acquisition of Seattle investment firm McAdams Wright Ragen Inc. The company is now a wholly-owned subsidiary of Baird Financial Group, the holding company of Robert W. Baird & Co. Inc.
