Your research team searches for money managers with proven, replicable investment strategies. These managers are selected using a process designed to reduce risks, lower costs and enhance returns. Managers are systematically reevaluated against their peers to ensure quality.

Thomas R. Scholz, CFA, CIPM - Research Analyst 
Telephone: 414.270.2255/866.272.3848

Mr. Scholz is responsible for analysis of managers and funds. In this role, he is regularly in contact with investment managers and contributes analysis for use throughout the organization.  Mr. Scholz brings invaluable investment industry experience to his role at Cleary Gull. He works closely with our senior professionals and portfolio managers providing investment and portfolio analytics, due diligence on new investment opportunities and reporting support for institutional client relationships.

Prior to joining Cleary Gull, Mr. Scholz was the manager of the Analytics Group at Harris Associates, L.P. in Chicago, IL, where he worked for eight years. Before joining Harris Associates, he served as a risk and performance analyst at Goldman Sachs in London, UK. Mr. Scholz also has work experience as an English Teacher in Buenos Aires, Argentina and as an Investment Accountant at American Express Financial Advisors in Minneapolis, MN. He has passed the CPA exam and currently serves as an advisor to the CFA Institute serving on the CIPM Examination Review Panel. Mr. Scholz majored in Finance and Accounting at the University of Wisconsin-Madison and received his MBA from the University of Chicago.