Michael J. Cleary - 414.291.4545
Chairman
Michael Cleary is Chairman of the firm and head of Cleary Gull's Private Client Group. As a founding partner he
also works with institutional and Investment Banking clients. Prior to founding Cleary Gull, Mr. Cleary was a
First Vice President of Robert W. Baird & Co. and also worked in investment real estate at The Polacheck Co. Mr.
Cleary is a graduate of the University of Wisconsin.
Gerald L. Gerndt - 414.291.3853
Managing Director
Gerald Gerndt is Managing Director and Co-Head of The Pilot Program. He offers clients almost 20 years of
professional corporate experience in finance and financial services. Most recently, Mr. Gerndt was Vice President
of Investments at Smith Bamey. He a!so was a corporate controller with General Mills and Chairrnan of the
Eastern Airlines Pilots 401(k) retirement plan. A commissioned officer in the U.S. Air Force, Mr. Gerndt was a
POW for more than five years in Vietnam. He has received many medals, including the Silver Star, Legion of
Merit, Distinguished Flying Cross and the Purple Heart. Mr. Gerndt earned an MBA from Stanford University and
a bachelor's degree from the University of Wisconsin.
Michael G. Klein - 414.291.3854
Managing Director
Michael Klein is Managing Director and Co-Head of The Pilot Program. Most recently, he was a Second Vice
President of Investments at Smith Barney. He has held management positions in sales, engineering and finance at
various companies including ABB. Mr. Klein is a commissioned aviation officer in the U.S. Navy Reserves. He
earned an MBA from Marquette University and a bachelor's degree in electrical engineering from the University
of Michigan.
James A. Schultz- 414.291.4534
Principal
James Schultz joined Cleary Gull in 1996 as Managing Director of the Private Client Group - Brokerage Division.
Mr. Schultz brings to Cleary Gull fourteen years of retail investrnent experience which includes ten years as Vice
President of sales at Smith Barney, Inc., and prior to that, four years with Merrill Lynch. Mr. Schultz is a graduate
of the University of Wisconsin-Madison.
|
Kenneth K Schreiber-972.503.0016
Vice President
Kenneth Schreiber joined Cleary Gull in 1996 from Smith Barney. Most recently he was responsible for client
recruitment and service in the southwestern United States for the Pilot Program. Mr. Schreiber is a pilot in the
U.S. Air Force Reserves. Mr. Schreiber earned his BS degree from the Air Force Academy.
Christine Sterr- 414.2913877
Registered Associate
Christine Sterr joined Cleary Gull in 1996 from Smith Barney Shearson after twelve years of service. While at
Smith Barney Shearson, Ms. Sterr managed the operational aspects of the retail investment group for various
Financial Consultants. She managed clients accounts to ensure that they received the best possible service. Ms.
Sterr is fully licensed.
Jane Watson - 414.291.3857
Registered Associate
Jane Watson joined Cleary Gull in 1996 from Smith Barney after 13 years of service. She was responsible for
client servicing and report development at Smith Barney. Ms. Watson is Operations Manager for the Pilot
Program and is securities licensed
Travis Keshember~ - 414.291.2218
Associate Analyst
Travis Keshemberg joined Cleary Gull in 1997 as an Associate Analyst in the Private Client Division. Working in
commercial banking for the past nine years (the last five years with Firstar Bank-Milwaukee NA) he has held
various sales and analytical positions. Mr. Keshemberg earned a BS in Finance from Marquette University and a
MS in Finance from the University of Wisconsin-Milwaukee. He is currently enrolled in the Chartered Financial
Analyst (CFA) program.
|
