Gary Haertlein, vice president and investment officer of Associated Investment Management
Name: Gary Haertlein
Title: vice president and investment officer
Company: Associated Investment Management
City of Residence: Milwaukee
Family: Single
What’s new at your company this year? "Associated Bank has a relatively new president and chief operating officer, Lisa Binder. She has initiated a number of exciting new changes and recruited some very talented people to our organization."
What are the most interesting issues you work with clients on? "Managing a client’s wealth involves more than just managing an investment portfolio. Setting objectives and risk tolerances, managing expectations, tax considerations, looking at the big picture and planning for the future are all part of the process. While working through these issues, you really get to know people, and I like that part of the business."
What is the most difficult or challenging project you’ve been involved with? "The late 1990s were the most challenging of my career. The equity markets (technology in particular) went to extreme valuations and the only way you could perform well was to be imprudent. Listening to stories from some clients about how their golf buddy or nephew in college outperformed me because they concentrated in tech stocks was not fun."
