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Financial Insights. Expert Instincts.

Michael - CEO
Our team approach
ensures that we’re
able to deliver
world-class service
to each client.

Ron - Managing Director - Investment Banking
We provide senior
level attention on
every aspect of our
engagement.

Dave - Senior VP - Institutional Advisory
I don’t believe in off
the shelf approaches –
and neither does the
rest of the Cleary Gull
team. I have found that
by applying a little
creativity, we can offer
much more powerful
solutions.

Stephanie - President
We’re able to completely
focus on our clients,
so our solutions are
uniquely tailored to their
needs.  That’s how we all
operate at Cleary Gull.

Bob - Executive Vice President - Wealth Management
I see it as our job to
understand the markets
and, just as importantly,
to communicate it to you
in a way that is under-
standable. That’s the
Cleary Gull way.

We at Cleary Gull are recognized for our deep and widely diverse capabilities, experience, and professionalism. If you want the high-touch service of a boutique with the capabilities and knowledge of a market leader, you have come to the right place.
Investment Banking
Our Investment Bankers provide advice on sales, mergers, acquisitions, the placing of private debt and equity capital, and other financial advisory services.
Wealth Management
Providing services to Pilots and High Net Worth Individuals, our primary mission is to help you make the most of your life. And, we work to achieve this by striving to help you attain your personal and financial goals.
Institutional Advisory
Our institutional advisory professionals serve as a strategic partner for non-profit clients in the health care, senior living and higher education area as well as corporate retirement plan sponsors.
NEWS
Robert Schneider, CFP®, RICP® Vice President, Relationship Manager, featured in BenefitsLink.com How Much is a Proper Beneficiary Designation Worth?Cleary Gull Announces Three New Hires
Also Featured in BizTimes