BNET Industries

Cleary Gull Inc.

is in the Financial Services Industry

Last Fiscal Year Sales:$17.5M
  • Private
  • US
Dow Jones Description

Cleary Gull assists trustees in: - Formulating and reviewing investment and spending policies - Developing asset allocation guidelines that mesh with those policies - Evaluating current investment managers and, where appropriate, recommending new managers or asset classes for consideration - Creating an ongoing monitoring and reporting system that generates meaningful information to trustees and other users

Chairman & CEO
Michael J Cleary
Number of Employees 174
Contact Information

100 E Wisconsin Ave Ste 2400

Milwaukee, Wisconsin 53202

www.clearygull....

1 414 291 4500

NAICS Code Investment Advice: 523930

News & Analysis

cleary gull inc. - All News and Analysis

Decision Makers

Name (plus bio) Position
George Balistreri Senior Vice President Telephone
Stephanie Chedid Senior Vice President, Marketing and Business Development Telephone
Greg Gorlinski Vice President
Jeffrey C Lehrer Vice President
Jeffrey Nelson Vice President, Research Telephone
Joseph F Hickey Vice President, Retirement Consultant
Kenneth K Schreiber Vice President, Retirement Consultant
Mark Johnson Vice President, Retirement Consultant
Randy C Tanner Vice President, Retirement Consultant
Ryan A Olsta Vice President
Scott M Grenier Vice President
Andrew Hall Managing Director
John Peterson Managing Director
Ronald D Miller Managing Director
Zuheir Sofia Managing Director
John G Krueger Senior Vice President, Director, Portfolio Management Telephone
Robert L Warner Executive Vice President, National Director
Stan M Spiewak Manager, Pilot Investor Relations
A Michael Lipper Senior Consultant
Barbara Cota
Christopher J Willis
Cleary Gull
David D LaCroix
Debora Dziadosz
George H Mathes
James E Olson Associate
James Fleming
Karl B Schmidtke
Michael J Driscoll
Patrick J Bremmer Associate
Richard W Jackson
Robert Brooks
Ryan C Chimenti Associate
Steve Smith
Travis L Keshemberg

Board of Directors

Name (plus bio) Position
Michael J Cleary Chairman & CEO
Maureen Busby Oster Board of Directors

Organization Position Status
Mbo Cleary Advisors Inc Chairman & CEO Current
Cleary Gull, Inc. Chairman & CEO Current
Cleary Gull, Inc. Owner Current
Wharton School, University of Pennsylvania Former
Big Brothers Big Sisters Chairman Former

Organization Position Status
Mbo Cleary Advisors Inc Senior Vice President Telephone Current
Cleary Gull, Inc. Senior Vice President Telephone Current
Johnson Asset Management Senior Vice President of Fixed Income Former
MGIC Investment Corporation Assistant Portfolio Manager Former
Northern Illinois University M.S. in Finance Former
Northern Illinois University M.S. in Finance Former
University of Wisconsin-Milwaukee B.S. in Economics and Business Former

Mrs. Chedid joined MBO Cleary Advisors in 2006, bringing over 12 years of experience in the financial services industry in corporate strategy, marketing and business development with a focus in the retirement plans arena. She is a registered investment professional and principal and holds the CRPC designation from the College for Financial Planning and also holds the Accredited Investment Fiduciary (AIF ) designation from the Center for Fiduciary Studies. Mrs. Chedid has a degree in International Relations with a minor in Economics from the University of Wisconsin - Milwaukee . She serves on the Board of Directors for MBO Cleary Advisors and Cleary Gull Holdings Inc. She also dedicates time in the community to Economics/Wisconsin and services on their Board of Directors, as Vice President of Marketing and Communications and as a member of the Executive and Fund Raising Committees. She is also a member of the Advisory Committee for the UWM - Center for Economic Education.

Organization Position Status
Mbo Cleary Advisors Inc President, Marketing and Business Development Current
Mbo Cleary Advisors Inc Senior Vice President, Marketing and Business Development Telephone Former
Mbo Cleary Advisors Inc Managing Director, Marketing and Business Development Telephone Former

Organization Position Status
Cleary Gull, Inc. Vice President Current
Mbo Cleary Advisors Inc Managing Director Current
Cleary Gull, Inc. Managing Director Current
Cleary Gull, Inc. Founder Current
Rodman & Renshaw Former
Loyola University Chicago M.B.A. Former
University of Wisconsin B.B.A. In Finance Former

Organization Position Status
Cleary Gull, Inc. Vice President Current
Mbo Cleary Advisors Inc Vice President, Relationship Manager Current
Marshall & Ilsley Trust Company Former
University of Wisconsin-Whitewater Bachelor of Business Administration Degree In Finance Former

Organization Position Status
Cleary Gull, Inc. Vice President, Research Telephone Current

Organization Position Status
Cleary Gull, Inc. Vice President, Retirement Consultant Current

Organization Position Status
Cleary Gull, Inc. Vice President, Retirement Consultant Current
Mbo Cleary Advisors Inc Vice President Current
Air Force Academy Bachelor of Science degree in Engineering Former

Mark Johnson, Senior Vice President of Marketing at Parasoft, oversees marketing operations and strategic marketing initiatives. Johnson, who prior to this current position ran Parasoft s North American sales operations, brings more than 20 years of professional experience in software development lifecycle tools and services. Prior to joining Parasoft, Johnson was Vice President of Sales at Telelogic North America. A recognized high growth software sales leader, Johnson held the position of Vice President of Sales at Continuus Software where he helped grow corporate revenues six fold before joining Telelogic. Johnson joined Parasoft in September of 2002. He has both BA and MA from the university of California, Berkeley.

Organization Position Status
Parasoft Corporation Senior Vice President of Marketing Current
Mbo Cleary Advisors Inc Vice President Current
Cleary Gull, Inc. Vice President, Retirement Consultant Current
The Sturdevant Law Firm Associate Attorney Current
State Bar of California Member Current
Telelogic North America Inc. Vice President of Sales Former
Telelogic North America Inc. Recognized High Growth Software Sales Leader Former
University of California, Los Angeles Doctorate Former
University of California, Los Angeles MBA Former
Air Force Academy Bachelor of Science In Engineering Degree Former
University of California, Berkeley B.A. In Political Science Former

Organization Position Status
Cleary Gull, Inc. Vice President, Retirement Consultant Current
Mbo Cleary Advisors Inc Vice President Current
Cleary Gull, Inc. Retirement Consultant Current
Texas Tech University Bachelor of Business Administration Degree In Finance Former

Organization Position Status
Mbo Cleary Advisors Inc Vice President Current
Cleary Gull, Inc. Vice President Current
Deloitte & Touche LLP Senior Accountant Former
Deloitte Touche Tohmatsu Senior Accountant Former
Washington University M.B.A Former
University of Notre Dame B.B.A with a concentration in Accountancy Former

Organization Position Status
Cleary Gull, Inc. Vice President Current
Mbo Cleary Advisors Inc Vice President, Relationship Manager Current
Hamilton College Bachelors of Science Degree In Economics Former

Organization Position Status
Cleary Gull, Inc. Managing Director Current
Mbo Cleary Advisors Inc Managing Director Current
Cleary Gull, Inc. Founder Current
Grefe & Sidney Current
Iowa Defense Counsel Association Board of Directors Current
Iowa Defense Counsel Association Member Current
University of Oxford Former
University of Chicago M.B.A. In Finance Former
Stanford University B.A. In Economics Former
University of Iowa College of Law Former

Organization Position Status
Cleary Gull, Inc. Managing Director Current
Medem, Inc. Chair, Medem Finance Committee, Managing Director, Cleary Gull Current
Mbo Cleary Advisors Inc Managing Director Current
Richardson Electronics, Ltd. Chairman Current
Medem, Inc. Board of Directors Current
Cleary Gull, Inc. Founder Former
Arthur Young, Inc. Accountant Former
Cleary Gull, Inc. Head of Investment Banking Former
University of Wisconsin J.D. (Order of the Coif) Former
Michigan State University B.A. in accounting with high honors Former

Organization Position Status
Cleary Gull, Inc. Managing Director Current
Mbo Cleary Advisors Inc Managing Director Current
Cleary Gull, Inc. Founder Current
First Chicago Corporation Banker Former
Wharton Graduate School of the University of Pennsylvania B.S.E. Former

Organization Position Status
Cleary Gull, Inc. Managing Director Current
Lancaster Colony Corporation Board of Directors Current
Huntington Bancshares, Inc. Chief Operating Officer Former
Huntington Bancshares, Inc. Treasurer Former

Organization Position Status
Cleary Gull, Inc. Senior Vice President, Director, Portfolio Management Telephone Current
Mbo Cleary Advisors Inc Senior Vice President, Director, Portfolio Management Telephone Current
Cleary Gull, Inc. Board of Directors Current
M&I Investment Management Corp. Portfolio Manager Former
M&I Investment Management Corp. Equity Trader Former
University of Chicago MBA Former
University of Wisconsin-Whitewater Bachelor of Science Degree In Finance Former

Organization Position Status
Cleary Gull, Inc. Executive Vice President, National Director Current
Purdue University Bachelor of Science degree in Management Former
Society of Financial Service Professionals member Former

Organization Position Status
Mbo Cleary Advisors Inc Manager, Pilot Investor Relations Current
Cleary Gull, Inc. Manager, Pilot Investor Relations Current
Illinois Institute of Technology Bachelor of Science Degree In Business Economics, Industrial Management Former

Organization Position Status
Mbo Cleary Advisors Inc Founder of Lipper Advisory Services, Inc. Current
Cleary Gull, Inc. Senior Consultant Current
California Institute of Technology Board of Directors Current
New York Society of Security Analysts President Former
Mbo Cleary Advisors Inc Senior Consultant Former

Organization Position Status
Cleary Gull, Inc. Current
Smith College bachelors degree Former

Organization Position Status
Mid Oaks Investments, LLC Vice President Current
Cleary Gull, Inc. Current
Deloitte Touche Tohmatsu Associate in the Assurance Former
Robert W. Baird & Co. Incorporated Investment Banker Former
Mid Oaks Investments, LLC Associate Former
University of Chicago M.B.A. Former
University of Northern Iowa B.B.A. In Accounting and Finance Former

Organization Position Status
Cleary Gull, Inc. Current
Securities Investor Protection Corporation Former

Organization Position Status
Cleary Gull, Inc. Current

Organization Position Status
Cleary Gull, Inc. Current
University of Minnesota MBA graduate Former

Organization Position Status
Mbo Cleary Advisors Inc Vice President, Marketing Current
UAL Corporation Captain Current
Cleary Gull, Inc. Current
Financial Planning Association Board of Directors Current
U.S. Navy Former
Loyola University Chicago MBA in Finance Former
Iowa State University Bachelor of Science Degree in Mechanical Engineering Former

Organization Position Status
Cleary Gull, Inc. Associate Current
Marquette University M.B.A. Former
Marquette University B.A. In Accounting Former

Organization Position Status
Cleary Gull, Inc. Current
CIMA Co., Ltd. Former
University of Wisconsin Bachelor of Business Administration degree in Finance Former

Organization Position Status
Cleary Gull, Inc. Current
Baylor University MBA Former

Organization Position Status
Cleary Gull, Inc. Current

Organization Position Status
Cleary Gull, Inc. Associate Current
Kellogg School of Management at Northwestern University M.B.A. Former
University of Wisconsin B.S. In Civil Engineering Former

Organization Position Status
Cleary Gull, Inc. Current

Organization Position Status
Cleary Gull, Inc. Current

Organization Position Status
Cleary Gull, Inc. Associate Current
Mbo Cleary Advisors Inc Associate Current
Cornerstone Business Services, Inc. Former
Wells Fargo Business Credit Inc. Former
University of Notre Dame M.B.A Former
Boston College B.S. in Finance Former

Organization Position Status
Mbo Cleary Advisors Inc Vice President Current
Quorum Equities Group, LLC Director of Development Current
Cleary Gull, Inc. Current
Ozark Health, Inc. Secretary Current
University of Dallas MBA Former
Baylor University Bachelor of Arts Degree Former

Organization Position Status
Cleary Gull, Inc. Current
U.S. Bancorp Former
CIMA Co., Ltd. Former
Cfa Former
University of Wisconsin-Milwaukee Masters of Science degree in Business Administration Former
Marquette University Bachelor of Science degree in Business Administration Former

Mrs. Oster is one of the female pioneers in the industry, having spent over 35 years managing a diverse range of funds and fund managers. As the President of a small family of funds in a period of explosive industry growth, she kept her funds competitive both in terms of investment performance and shareholder communications. As a manager and later trustee for one of America's largest public pension funds, she chaired the committee of the board that instituted an incentive compensation system. She also chaired the board committee that brought international holdings into the portfolio for the first time, far ahead of other public pension funds. When she founded MBO Advisors, LLC, Mrs. Oster envisioned a firm that would deliver investment services to its clients regardless of who provided them and how they were packaged. The merger with Cleary Gull in 2003 brought complementary strengths to find the most effective solutions for their clients. Mrs. Oster also serves on Cleary Gull Holdings' Board of Directors. Mrs. Oster has generously contributed her time and talents to many foundation boards and in her industry. Mrs. Oster serves as a trustee for Cardinal Stritch University and as a member of the Advisory Board of Marquette University's Business School. In addition, Mrs. Oster is a member, past president and director of the Milwaukee Investment Analysts Society, is on the Board of Directors of the Wisconsin Policy Research Institute and has served on the Regional Ethics Committee and U.S. Advocacy Committee of the Institute of Chartered Financial Analysts and was an officer and director of the No-Load Mutual Fund Association.

Organization Position Status
Cleary Gull, Inc. Board of Directors Current
Cardinal Stritch University trustee Former
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