Financial Services Industry People in the News

Wells Fargo & Co. announced that Robert Howard has been named business banking manager for Milwaukee and southeastern Wisconsin.

“There are tremendous opportunities for growth in the Milwaukee area, and we know that as our business banking team satisfies all of our customers’ financial needs and helps our customers succeed financially, we will continue to build our business in southeast Wisconsin,” said Ralph Miller, Wells Fargo’s business banking manager for Wisconsin, Michigan and Chicago. “Bob is a great addition to our team. He’s a proven leader with a passion for community involvement and team member development.”

A 21-year veteran of Wells Fargo, Howard has served as commercial real estate manager, community banking president, business banking manager, business banker, branch manager and teller.

Wells Fargo in Wisconsin provides financial services from 88 locations and employs 3,100.


M. Dale Fritz, CFA, has been named executive vice president and chief investment officer of Jacobus Wealth Management Inc. Fritz will chair JWM’s Investment Committee and will serve on the firm’s board of directors.

Fritz has more than 35 years of experience in investment management, including nine years with Brinson Partners/UBS Global Asset Management in Chicago, London, Tokyo and Zurich; 11 years with Bank One Wisconsin Trust Company; and eight years with First National Bank of Chicago. He served as chief investment officer of UBS Brinson Asset Management Japan, was one of six managing partners at Brinson Partners overseeing the investment teams, and served as senior vice president and chief investment officer at Bank One Wisconsin Trust. 

“We are pleased to welcome Dale to JWM,” said Richard Jacobus, vice chairman of JWM. “His broad industry experience and well-established track record in leading successful investment management teams will be an asset to JWM and to our clients.”


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