Career history of David Gerard Carroll
Former positions of David Gerard Carroll
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Fixed Income | 2013-10-31 | 2016-06-01 |
Market Strategist | 2013-10-31 | 2016-06-01 | |
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. | Portfolio Manager-Equities | 2009-09-29 | 2016-04-30 |
Portfolio Manager-Fixed Income | 2012-06-05 | 2016-04-30 | |
Cargill, Inc.
Cargill, Inc. Food DistributorsDistribution Services Cargill, Inc. engages in the provision of food, agricultural, financial, and industrial products and services. It specializes in food service, agriculture, meat and poultry, transportation, pharmaceutical ingredients, and beauty products. The company was founded by William Wallace Cargill in 1865 and is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - | - |
J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - | - |
Fortis Advisers, Inc. (Minneapolis) | Corporate Officer/Principal | - | - |
Training of David Gerard Carroll
University of Minnesota | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Fixed Income | 2 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Distribution Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
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 |
Fortis Advisers, Inc. (Minneapolis) | Finance |
J.P. Morgan & Co., Inc. (Old) | Finance |
Cargill, Inc.
Cargill, Inc. Food DistributorsDistribution Services Cargill, Inc. engages in the provision of food, agricultural, financial, and industrial products and services. It specializes in food service, agriculture, meat and poultry, transportation, pharmaceutical ingredients, and beauty products. The company was founded by William Wallace Cargill in 1865 and is headquartered in Minneapolis, MN. | Distribution Services |
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 |
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