Cleary Gull Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Cleary Gull Advisors is a privately held, Milwaukee-based firm in the financial services sector, operating as part of Johnson Financial Group. It oversees more than $9 billion in assets under administration and serves high net worth individuals and families, including airline pilots, with tailored strategies to grow and preserve wealth. The firm delivers highly customized, comprehensive guidance and planning to meet client-specific goals.

Its institutional arm provides consulting and advisory services to not-for-profit hospitals and senior living communities nationwide. The company became part of Johnson Financial Group through a 2016 acquisition. In 2022, the leadership transitioned with the departure of the firm's chief executive.

Find Cleary Gull employees' phone numbers or email addresses

Cleary Gull Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Cleary Gull's Leadership

  • Stylized image of a person
    G. M.
    Vice President
    Phone icon
  • Stylized image of a person
    R. M.
    Managing Director And Head, Cibc Cleary Gull
    Phone icon
  • Stylized image of a person
    J. H.
    Director Equity Strategy
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  • Stylized image of a person
    D. S.
    Former Investment Banking Senior Analyst
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Cleary Gull Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Marketing
  • Accounting
  • Administrative
  • Other
  • Consultant

Contact profiles from Cleary Gull

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. M.
    Vice President
    Phone icon
    United States
    May 29, 2026
  • Stylized image of a person
    R. M.
    Managing Director And Head, Cibc Cleary Gull
    Phone icon
    Jan 09, 2024
  • Stylized image of a person
    J. H.
    Director Equity Strategy
    Phone icon
    United StatesWisconsin
    Jun 02, 2026
  • Stylized image of a person
    D. S.
    Former Investment Banking Senior Analyst
    Phone icon
    United StatesWisconsin
    Oct 23, 2024

Frequently Asked Questions

What is Cleary Gull known for?

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Cleary Gull operates in the Financial Services industry. The company's main headquarters is located in Milwaukee, Wisconsin United States; you can contact the main corporate office by phone at . Explore Cleary Gull's company overview page for more information.

What is Cleary Gull's most common email format?

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Cleary Gull employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cleary Gull email formats with LeadIQ.

How many employees does Cleary Gull have currently?

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Cleary Gull has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Cleary Gull's key employees and leadership?

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As of February 2026, Cleary Gull's key employees include:

  • Vice President: G. M.
  • Managing Director And Head, Cibc Cleary Gull: R. M.
  • Director Equity Strategy: J. H.
  • Former Investment Banking Senior Analyst: D. S.

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