Financial Insights. Expert Instincts.

We are celebrating 25th anniversary in 2012

We didn’t get here by ourselves
and we don’t want to celebrate
our 25th anniversary without
saying thank you for contributing
to our success.

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.

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.

               The Pilot Program

Pre-retirement and Retirement planning for:
               •   American Airlines
               •   United Airlines
               •   Continental Airlines