![Wendy Wilson Stojadinovic](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Career history of Wendy Wilson Stojadinovic
Former positions of Wendy Wilson Stojadinovic
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Fixed Income | - | 2016-10-25 |
Head-Fixed Income Invts | - | 2016-10-25 | |
Investment Committee Member | - | 2016-10-25 | |
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. | Head-Fixed Income Invts | - | 2016-10-25 |
Investment Committee Member | - | 2016-10-25 | |
Portfolio Manager-Fixed Income | - | 2016-10-25 | |
Market Strategist | - | 2016-10-25 | |
Ziegler Capital Management LLC (Old)
![]() Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Portfolio Manager-Fixed Income | - | 2008-12-04 |
Campbell Newman Asset Management, Inc.
![]() Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Analyst-Fixed Income | 1994-03-31 | 2005-06-30 |
Portfolio Manager-Fixed Income | 1994-03-31 | 2005-06-30 |
Training of Wendy Wilson Stojadinovic
University of Wisconsin | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Fixed Income | 3 |
Analyst-Fixed Income | 2 |
Head-Fixed Income Invts | 2 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
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Campbell Newman Asset Management, Inc.
![]() Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Finance |
Ziegler Capital Management LLC (Old)
![]() Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Finance |
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 |
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 |