Your Portfolio Manager (PM) will monitor your portfolio and implement the asset allocation model as customized by your needs and goals. They will apply the firm’s strategy, determined by the Investment Policy Committee, and adjust your portfolio accordingly.
John G. Krueger, CFA - Senior Vice President, Director - Portfolio Management Telephone: 414.270.2228/800.544.9811
Mr. Krueger is a member of Cleary Gull's Investment Strategy Group which crafts the firm's investment strategy, approves investment managers, and monitors the research efforts. Mr. Krueger spends the majority of his time implementing the policy decisions into specific portfolios as well as managing the Portfolio Management team. Prior to joining Cleary Gull in 1998, Mr. Krueger was a Portfolio Manager and Equity Trader for the M&I Investment Management Company and served in the audit department prior to that. Mr. Krueger earned his MBA from the University of Chicago (2001) and Bachelor of Science degree in Finance from the University of Wisconsin-Whitewater (1992). Mr. Krueger is a Chartered Financial Analyst (CFA), a former board member of the Milwaukee Chapter of the CFA Institute, and serves as an advisor for the UW-Whitewater Applied Securities Program.