Cleary Gull has named Brian Andrew as its new President. Michael Cleary will remain Chairman and Chief Executive Officer and will focus on building and maintaining relationships with the firm’s wealth management clients.
In addition to his new role as President, Mr. Andrew will continue as the firm’s Chief Investment Officer and will join the Board of Directors of Cleary Gull Holdings.
“The industry experience that Brian brings to Cleary Gull has helped us improve many facets of the business,” said Michael Cleary. “Brian 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.”
“I am honored to lead Cleary Gull as we continue to serve our investment advisory and investment banking clients. 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,” said Mr. Andrew. “The firm’s investment advisory and investment banking businesses complement each other and we appreciate the balance these two businesses bring to our firm.”
Mr. Andrew joined Cleary Gull in 2011 as Chief Investment Officer. He has 14 years leading institutional asset management firms and more than 25 years in the financial services industry. Most recently, he was with 1492 Capital. Mr. Andrew was formerly President and CIO of Ziegler Asset Management a group within the Ziegler Cos., and he also worked at Bank One Investment Advisors and First Bank Systems.
“We are not the same firm we were 25 years ago. Cleary Gull has evolved from a focus mainly on equity capital markets, including institutional sales, research, trading and investment banking to a well-balanced robust investment advisory and investment banking business,” said Mr. Cleary. “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 Gull is an employee-owned firm providing specialized financial services through two operating divisions: Investment Management Services and Investment Banking. The firm is based in Milwaukee (www.clearygull.com).
© 2014 PEPD • Private Equity’s Leading News Magazine • 3-20-14