Milwaukee Institutional Asset Management expands

Advisory firm to open Boston office

Last updated on July 2nd, 2019 at 09:19 am

Milwaukee Institutional Asset Management has opened an office in Boston.

MIAM is a division of Mequon-based research and advisory firm Global Value Investment Corp. offering investment strategies for institutional clients, including registered investment advisors and broker-dealers. The firm, which has eight employees, also has offices in Charleston, S.C. and Hyderabad, India.

James Geygan, vice president of advisory services, will lead the Boston office, which will serve clients across New England. Geygan currently offers client advisory and investment research services in his role at MIAM. He previously worked in various roles, including asset management, at Wells Fargo from 2012 to 2017, when he was hired by GVIC.

“We are excited to establish a foothold in this important and exciting market, and we see tremendous opportunities for growth in the well-developed Boston-area investment community,” Geygan said. “Our rigorous, fundamental research process, as well as our ongoing active involvement with the companies in which we invest, have resulted in a unique investment strategy. Our institutional advisory partners enjoy sharing our story with their clients.”

Global Value Investment Corp. has three other divisions: Milwaukee Private Wealth Management, which offers investment advisory for individuals, families and charitable organizations; Global Value Research Co., which offers research and analysis for the other divisions and non-related institutional investors; and Global Value Partners, which focuses on operationally oriented shareholder activism investments.

Jeff Geygan, president of GVIC, said the firm is 10 years old, and over time he has hired talented employees graduating from Wisconsin and Illinois universities, but after a couple of years they tend to leave Milwaukee. So he decided to invest in technology and expand the firm to have offices elsewhere.

“That’s when we decided to let people work where they wanted to live,” he said. “We’re testing how we can operate from various locations with the tech backbone that we have. It is our goal to have additional locations, only in that we like to a work across different time zones and because we’ve found there has been a real cultural addition to our firm when we have people in different cities or across the world.”

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Molly Dill, former BizTimes Milwaukee managing editor.