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Cleary Gull Advisors is pleased to announce the recent promotions of Charles Batchelor to Director of Investment Research and Mike Peters to Fixed Income Portfolio Manager. In addition, the firm has added Brady Endl to the institutional sales effort.
Charles Batchelor, CFA joined Cleary Gull in 2003. Batchelor has 10 years of experience providing investment manager research and due diligence, investment and portfolio analytics as well as finding new opportunities for client investment. In his new role he will lead Cleary Gull’s research effort. Batchelor graduated from the University of Wisconsin Milwaukee with a BS in finance. He also holds a CFA designation.
Mike Peters joined Cleary Gull in 2009 from Madison Investment Advisors and has been actively involved in fixed income security analytics and portfolio construction. Peters is a member of the Fixed Income Strategy Group and contributes to investment strategy, security research as well as investment manager due diligence. Peters has a BBA in Finance from the University of Wisconsin – Milwaukee and holds the CFA designation.
Brady Endl joined Cleary Gull Advisors in 2012 from Marquette University. Endl is responsible for sourcing new and cultivating existing opportunities within the firm’s institutional health care market. Prior to completing his MBA, Endl serviced with Wells Fargo Advantage Funds, LLC in a marketing and sales role.
Endl has an MBA from Marquette University where he also served as the graduate assistant to the professor responsible for the Applied Investment Program. “We are excited about the recent promotions and team addition. We congratulate our team members,” said Brian Andrew, Chief Investment Officer at Cleary Gull.
Cleary Gull (www.clearygull.com) is an employee-owned firm providing specialized financial services through two operating divisions: Investment Banking and Investment Management Services. Cleary Gull’s investment advisory businesses help clients achieve their financial and business goals by advising on financial planning, investment policy statement creation and portfolio construction. At Cleary Gull we know investors look for experienced professionals, a disciplined investment process and results. We believe you’ll find those attributes here.