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Rising Stars in Wealth Management

BizTimes Milwaukee presents its inaugural showcase of Rising Stars in Wealth Management showcasing young, talented professionals in southeastern Wisconsin providing ethical, honest and productive financial management and financial planning advice to their customers.

METHODOLOGY: The honorees did not pay to be included. Their profiles were drawn from nomination materials. This list features only individuals for whom nominations were submitted and accepted after a review by our editorial team. To qualify for the list, nominees must be based in southeast Wisconsin. They must be currently serving in a senior level role at their firm, must hold a leadership position in their industry outside of their own organization, have made a significant contribution to advancing workplace equality at their own workplace or beyond, and act as a role model or mentor.

Rising Stars in Wealth Management: Luke Kasten

As a senior banking advisor for PNC Private Bank in Milwaukee, Luke Kasten assists high-net-worth clients with complicated lending, business exit strategy and multi-generation...

Rising Stars in Wealth Management: Robert Schneider

Last year, Robert Schneider was asked to lead Racine-based Johnson Financial Group’s efforts to focus on customized client advice.  “While Bob had the authority to...

Rising Stars in Wealth Management: PJ Cox

PJ Cox joined Milwaukee-based Operose Advisors in 2021 as an investment analyst after graduating from Marquette University with a double major in finance and...

Rising Stars in Wealth Management: Casey Berrall

Casey Berrall, partner and financial advisor at Brookfield-based BKM Wealth Management, has spent the past 19 years working with clients to achieve their long-term...

Rising Stars in Wealth Management: Brian Kleist

Brian Kleist, principal at CliftonLarsonAllen Wealth Advisors LLC in Wauwatosa, works to understand each client’s personal goals, according to colleagues. “Clients receive thoughtful feedback on...

Rising Stars in Wealth Management: Berent Kowarick

Berent Kowarick is a vice president and banker with J.P. Morgan Private Bank in Milwaukee. In this role, Kowarick and his team focus on...

Rising Stars in Wealth Management: Julie Niznansky

Julie Niznansky, vice president and private banker at Associated Bank in Milwaukee, works to help her high net-worth clients reach their goals through financial...

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