Operose Employee Directory

Q: What is Operose known for?

Operose was founded in 2017. Operose operates in the Investment Management industry.

Q: How many employees does Operose have currently?

Operose has approximately 21 employees.

Investment ManagementWisconsin, United States11-50 Employees

Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.

We employ an institutional approach to individuals, families and organizations with planning, execution and feedback of investment programs. This includes investment policy development, asset class assessment, investment manager search and selection, portfolio construction, robust reporting and accountability.

Helping clients address complex investment and financial issues through customized solutions is our main goal. We strive to present options through proper due diligence and thoughtful, straightforward advice.

Find Operose employees' phone numbers or email addresses

Operose Global Highlights

North America
21

United States Of America
21

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Operose's Leadership

J. K.
Vice President - Investment Data And Reporting
Mobile Phone
Email
C. J.
Partner, Chief Compliance Officer
Mobile Phone
Email
S. M.
Partner
Mobile Phone
Email
A. S.
Vice President
Mobile Phone
Email
B. R.
Vice President
Mobile Phone
Email
M. K.
Tax Director
Mobile Phone
Email
M. N.
Director
Mobile Phone
Email
K. S.
Director
Mobile Phone
Email

Operose Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Legal
Administrative
Analytics
Other

Contact profiles from Operose

Name

Title

Contact Info

Location

Last Update

C. J.
Partner, Chief Compliance Officer
Mobile Phone
Email
United StatesWisconsin
Aug 07, 2025
S. M.
Partner
Mobile Phone
Email
United StatesWisconsin
Oct 21, 2025
A. S.
Vice President
Mobile Phone
Email
United StatesWisconsin
Jan 20, 2026
B. R.
Vice President
Mobile Phone
Email
United StatesWisconsin
Sep 10, 2025
M. K.
Tax Director
Mobile Phone
Email
United StatesWisconsin
Jan 20, 2026
M. N.
Director
Mobile Phone
Email
United StatesWisconsin
Nov 13, 2025
K. S.
Director
Mobile Phone
Email
United StatesWisconsin
Nov 13, 2024
B. B.
Operations Associate
Mobile Phone
Email
United StatesWisconsin
Oct 26, 2025
J. K.
Vice President - Investment Data And Reporting
Mobile Phone
Email
United StatesWisconsin
Nov 11, 2025
A. N.
Alternative Investment - Operations
Mobile Phone
Email
United StatesWisconsin
Nov 16, 2025

Frequently Asked Questions

What is Operose known for?

Operose was founded in 2017 operates in the Investment Management industry. The company's main headquarters is located in 731 North Water Street Suite 790 Milwaukee, Wisconsin United States. Explore Operose's company overview page for more information.

What is Operose's most common email format?

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

How many employees does Operose have currently?

Operose has approximately 21 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Operose's key employees and leadership?

As of February 2026, Operose's key employees include:

Vice President - Investment Data And Reporting: J. K.
Partner, Chief Compliance Officer: C. J.
Partner: S. M.
Vice President: A. S.
Vice President: B. R.

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