Lubar & Co., a Milwaukee-based private investment firm and family office for the Lubar family, has added James Rauh to the firm as a partner. Mr. Rauh brings 40 years of wealth management experience in senior executive positions with Northern Trust, Johnson Financial Group and Robert W. Baird & Co.
“Jim has deep knowledge and experience in wealth management. Throughout his career, Jim has provided valuable counsel to high net worth individuals and their families, and has led teams providing investment management, retirement and estate planning strategies,” said David Lubar, President & CEO of Lubar & Co. “Jim will assume a vital role in the continuing development of our family office as it grows and evolves.”
Prior to joining Lubar, Mr. Rauh was a senior officer of The Northern Trust Company where he formed and led the Advisory Services group of Northern’s Wealth Management division, with national responsibility for business development, marketing, securities brokerage services, the Wealth Advisory client service segment, and advisory services on clients’ privately held businesses, real estate, and minerals, oil & gas holdings.
Before joining Northern Trust, he was a member of the Management Committee of Johnson International, a bank holding company owned by the Samuel C. Johnson family, and President of Johnson Asset Management and Johnson Trust Company. Prior to Northern Trust, Mr. Rauh was a Senior Vice President and Director of Robert W. Baird & Co., where he was a member of the Management Committee and the Investment Policy Committee.
Lubar & Co. invests in middle market companies located from the Great Lakes to Texas that have revenues of $30 million or more and EBITDA of $5 million to $30 million. Sectors of interest include niche manufacturing; business services; energy; food; architecture, engineering and construction; finance and asset management; healthcare; and banking. The firm is based in Milwaukee, WI (www.lubar.com).
“Over the past four decades, I’ve admired how the Lubars have refined a uniquely holistic approach to family wealth management that combines long-term wealth creation with community-oriented stewardship,” said Mr. Rauh. “I’m enthused to help the Lubar family build on this approach to produce lasting value that positively impacts the Lubar family and the companies, employees and communities they serve.”
© 2013 PEPD • Private Equity’s Leading News Magazine • 11-7-13