Milwaukee-based Cleary Gull Inc. announced today it has named Brian Andrew president. He will also join the firm’s board, while continuing to serve as chief investment officer.
Michael Cleary will remain chairman and chief executive officer, and focus on building and maintaining wealth management client relationships.
“While I have no intention of retiring for the foreseeable future, I am pleased we continue to build the right team and infrastructure at Cleary Gull to serve our clients for years to come,” Cleary said.
The investment banking, wealth management and institutional advisory firm has more than $2 billion in assets. It has evolved since it was founded in 1987 from an equity capital markets focus to an investment advisory and investment banking focus.
“Since joining the firm, Brian has brought a level of professionalism to our management team that has enhanced our ability to serve our clients,” Cleary said. “He has implemented an institutional-caliber investment process and team approach to deliver the results our clients expect. He has led our firm’s investment in an integrated technology platform and helped us stay positioned as one of the nation’s leading registered investment advisors.”
Andrew joined Cleary Gull in 2011 as CIO. He has 14 years of experience in institutional asset management, and 25 total years of financial services experience. Andrew most recently worked at 1492 Capital, and previously was president and CIO of Ziegler Asset Management.
“I am honored to lead Cleary Gull as we continue to serve our investment advisory and investment banking clients,” Andrew said. “We are committed to growth, to providing the highest quality, customized investment services to our wealth management clients and institutions, and to continue investing in our team that provides investment banking services to businesses and private equity investors. The firm’s investment advisory and investment banking businesses complement each other and we appreciate the balance these two businesses bring to our firm.”