Last updated on May 13th, 2019 at 02:39 pm
LOCATION: 100 E. Wisconsin Ave. Milwaukee
WEB SITE: www.clearygull.com
YEAR FOUNDED: 1987
PRODUCT OR SERVICE OFFERED: Investment advisory.
PROJECTED 2006 REVENUE: Not disclosed.
LEADERSHIP TEAM: Michael Cleary, Maureen Oster, John Peterson, Ronald
Miller and Robert Warner.
TARGET CLIENTELE: Wealthy individuals and families, pensions, endowments and
foundations, mid-sized private companies.
BUSINESS ORGANIZATION MEMBERSHIPS: Metropolitan Milwaukee Association
of Commerce, International Association of Investment Banks.
WHAT HAS FUELED YOUR COMPANY’S GROWTH? Honest, intelligent effort.
DO YOU PLAN ANY CHANGES IN YOUR COMPANY IN THE UPCOMING MONTHS?
Renovation of office, continued growth.
WHO ARE THE BUSINESS PEOPLE, LOCALLY OR NATIONALLY, WHOM YOU ADMIRE? AND WHAT TRAITS DO THOSE PEOPLE EXHIBIT THAT MAKE YOU ADMIRE THEM? Warren Buffett of his selfless act of charity and career of success.
WHAT IS THE OUTLOOK FOR THE BUSINESS CONDITIONS OF YOUR INDUSTRY OVER THE NEXT SEVERAL MONTHS?
Congratulations from these strategic partners: