Profiel
Mr. Paul A.
Zandt, CFA MBA, is Client Advisor at Cleary Gull, Inc. Investment Management Services.
He joined Cleary Gull in 2005 as an intern and became a permanent associate in 2006.
He spent nearly 18 years in the meteorological field, he completed advanced studies in Marquette's Applied Investment Program
Mr. Zandt received his MBA from Marquette University in 2006.
Eerdere bekende functies van Paul A. Zandt
| 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 | - |
Opleiding van Paul A. Zandt
| Marquette University | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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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 |
