Your Portfolio Manager (PM) will monitor your portfolio and implement the asset allocation model as customized by your needs and goals. They will apply the firm’s strategy, determined by the Investment Policy Committee, and adjust your portfolio accordingly.
David G. Carroll, CFA - Senior Vice President, Senior Portfolio ManagerTelephone: 414.270.2228/800.544.9811
Mr. Carroll is a member of the Investment Strategy Group, which crafts the firm's investment strategy, approves investment managers and monitors research efforts. He is responsible for implementing policy decisions into the investment portfolios of individual clients as well as foundations and endowments. Mr. Carroll has over 25 years of experience in the investment arena. Prior to joining Cleary Gull, he was a Senior Portfolio Manager with JPMorgan Private Client Services. Other investment experience includes trading distressed securities for Cargill and managing high yield bond funds for AAL Capital Management and Fortis Advisors. Mr. Carroll earned both an MBA and a Bachelor of Science degree in Business from the University of Minnesota. He holds the Chartered Financial Analyst (CFA) designation. In his spare time, he enjoys golf and basketball, and is actively involved with the Duke Pride booster club for Whitefish Bay High School.