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Cleary Gull Inc. and Cleary Gull Advisors Inc. are wholly-owned subsidiaries of Cleary Gull Holdings Inc., a privately held and employee-owned organization headquartered in Milwaukee, Wisconsin. Cleary Gull has provided specialized financial services to clients nationwide since 1987 through two operating divisions: Investment Banking and Wealth Management.
Investment Banking Cleary Gull Investment Banking provides advice for mergers and acquisitions, capital raising and other financial advisory services for middle market companies. The team specializes in helping entrepreneurs execute their strategic plans and brings an unmatched set of investment banking skills and experience to the middle market.
Wealth Management Professionals in Cleary Gull’s Wealth Management division provide highly customized investment management services to individuals and families through their comprehensive ClearWealth® experience. In addition, they offer specialized pre-retirement and family financial survivorship services to pilots in the airline industry.