Profiel
Mr. Michael J.
Peters, CFA, is Fixed Income Portfolio Manager at Cleary Gull Advisors, Inc. and Fixed Income Portfolio Manager at Cleary Gull, Inc. He uses his experience to conduct sector, fund, corporate and municipal issuer fundamental analysis.
This includes quantitative screening and modeling, and building and maintaining research templates.
He contributes to the fixed income portfolio management process through designing investment strategies, analyzing portfolio attribution and applying risk management techniques.
He is also involved in the trading of client portfolios, monitoring markets, maintaining and developing broker relationships, making trade recommendations, and assisting with trade execution.
Prior to joining Cleary Gull, Mr. Peters held the position as a Fixed Income Analyst at Madison Investment Advisors where he actively managed 750 fixed income portfolios.
He previously worked for CUNA Mutual Insurance as an Investment Operations Analyst and Strong Financial Corporation as an Equity Settlement Specialist.
Mr. Peters received a BBA degree in Finance from the University of Wisconsin-Milwaukee in May of 2003.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Milwaukee.
Eerdere bekende functies van Michael J. Peters
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Analist-Vaste Inkomen | 01-04-2016 |
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. | Analist-Vaste Inkomen | 01-04-2016 |
| Strong Financial Corp. | Corporate Officer/Principal | - |
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Analist-Vaste Inkomen | - |
Opleiding van Michael J. Peters
| University of Wisconsin | Undergraduate Degree |
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| Bedrijven in privébezit | 4 |
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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 |
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Finance |
| Strong Financial Corp. | 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 |
