Brian Andrew
Presidente en Great Lakes Hemophilia Foundation .
Perfil
Brian Keith Andrew is currently the Director at National Hemophilia Foundation, a Member at CFA Institute, a Member at Treasury Management Association of Canada, the President at Great Lakes Hemophilia Foundation, and a Member at CFA Society of Milwaukee, Inc. He is also the Chief Investment Officer at Merit Financial Group LLC starting in 2024 and an Investment Committee Member at Pathway To Cures starting in 2023.
In the past, he was the Senior Managing Director at Ziegler Capital Management LLC (Old) from 1994 to 2008, a Director at Cleary Gull Holdings, Inc., a Portfolio Manager at First Bank System, Inc., and the President & Chief Investment Officer at Cleary Gull, Inc. He was also the Chief Investment Officer at Johnson Wealth, Inc. from 2016 to 2024 and the President & Chief Investment Officer at Johnson Bank (Investment Management).
Mr. Andrew received his undergraduate degree from the University of Minnesota.
Cargos activos de Brian Andrew
| Empresas | Cargo | Inicio |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
| Treasury Management Association of Canada | Corporate Officer/Principal | - |
| National Hemophilia Foundation | Director/Miembro de la Junta | - |
| Great Lakes Hemophilia Foundation | Presidente | - |
| CFA Society of Milwaukee, Inc. | Corporate Officer/Principal | - |
Pathway To Cures
 Pathway To Cures Investment ManagersFinance Pathway To Cures (Pathway To Cures) is a venture capital firm founded in 2022. The firm is headquartered in New York. | Miembro del Comité de Inversión | 27/02/2023 |
Merit Financial Group LLC
 Merit Financial Group LLC Investment ManagersFinance Merit Financial Group LLC, do-business-as Merit Financial Advisors (Merit), is a SEC-registered investment advisor headquartered in Alpharetta, Georgia. The firm was founded by Rick Lee in 1998 and is a subsidiary of Merit Financial, Inc. Merit provides asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Director de Inversiones | 01/01/2024 |
Antiguos cargos conocidos de Brian Andrew.
| Empresas | Cargo | Fin |
|---|---|---|
Johnson Bank (Investment Management)
 Johnson Bank (Investment Management) Investment ManagersFinance Johnson Bank (Investment Management) (Johnson Bank-IM) is the investment management division of Johnson Bank, an international financial services company headquartered in Racine, Wisconsin. The firm is a subsidiary of Johnson Financial Group, Inc., a banking and financial services firm. Founded in 2007, Johnson Bank-IM offers banking, trust, insurance and investment solutions to individuals, families and businesses. | Presidente | 01/01/2024 |
Johnson Wealth, Inc.
 Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth, Inc. is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Formerly known as Cleary Gull Advisors Inc., the firm was founded by Michael Cleary in 2003 as MBO Cleary Advisors, Inc. They are a wholly owned subsidiary of Johnson Financial Group, Inc. which acquired the firm from Cleary Gull Holdings, Inc. in 2016. Johnson Wealth provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, public and private foundations and endowments, business entities, government entities, and other investment advisers, including their affiliate Johnson Bank. | Presidente | 01/01/2024 |
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Formación de Brian Andrew.
| University of Minnesota | Undergraduate Degree |
Experiencias
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Empresas privadas
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Empresas relacionadas
| Empresas privadas | 14 |
|---|---|
Ziegler Capital Management LLC (Old)
 Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| Treasury Management Association of Canada | |
| National Hemophilia Foundation | |
| Great Lakes Hemophilia Foundation | |
| CFA Society of Milwaukee, Inc. | |
Cleary Gull, Inc.
 Cleary Gull, Inc. Investment ManagersFinance Founded in 1987, Cleary Gull, Inc.is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of Cleary Gull Holdings, Inc., They are affiliated with Cleary Gull Advisors Inc. Cleary Gull may retain affiliated and unaffiliated investment managers to perform sub-advisory services for client accounts. The firm generally selects managers that are on the platform of a third party program administrator. Cleary Gull provides wealth management services to individuals, families, trusts, and non-profit organizations. | Finance |
| First Bank System, Inc. | Finance |
| Bank One | Finance |
Cleary Gull Holdings, Inc.
 Cleary Gull Holdings, Inc. Investment Banks/BrokersFinance Cleary Gull Holdings, Inc. provides investment advisory and wealth management services. It provides investment advice for individuals and families, pilots and not-for-profit hospitals and senior living communities across the nation. The company investment bankers specializes in providing advice on exclusive sales, mergers and acquisitions and private debt and equity capital placement. Cleary Gull Holdings was founded in 1987 and is headquartered in Milwaukee, WI. | Finance |
Johnson Wealth, Inc.
Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth, Inc. is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Formerly known as Cleary Gull Advisors Inc., the firm was founded by Michael Cleary in 2003 as MBO Cleary Advisors, Inc. They are a wholly owned subsidiary of Johnson Financial Group, Inc. which acquired the firm from Cleary Gull Holdings, Inc. in 2016. Johnson Wealth provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, public and private foundations and endowments, business entities, government entities, and other investment advisers, including their affiliate Johnson Bank. | Finance |
Johnson Bank (Investment Management)
Johnson Bank (Investment Management) Investment ManagersFinance Johnson Bank (Investment Management) (Johnson Bank-IM) is the investment management division of Johnson Bank, an international financial services company headquartered in Racine, Wisconsin. The firm is a subsidiary of Johnson Financial Group, Inc., a banking and financial services firm. Founded in 2007, Johnson Bank-IM offers banking, trust, insurance and investment solutions to individuals, families and businesses. | Finance |
Pathway To Cures
Pathway To Cures Investment ManagersFinance Pathway To Cures (Pathway To Cures) is a venture capital firm founded in 2022. The firm is headquartered in New York. | Finance |
Merit Financial Group LLC
Merit Financial Group LLC Investment ManagersFinance Merit Financial Group LLC, do-business-as Merit Financial Advisors (Merit), is a SEC-registered investment advisor headquartered in Alpharetta, Georgia. The firm was founded by Rick Lee in 1998 and is a subsidiary of Merit Financial, Inc. Merit provides asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |
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