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William H. Braun
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. William H.
Braun, CPA, is Chief Financial Officer & Chief Compliance Officer at Cleary Gull Advisors, Inc.
Prior to joining Cleary Gull, Mr. Braun served as an Audit and Business Advisory Services Manager dedicated to the Financial Services practice of PricewaterhouseCoopers.
Mr. Braun earned his BA in Economics from the University of St. Thomas and his MS in Accounting from the University of Wisconsin-Milwaukee.
Mr. Braun is also a CPA currently licensed in the State of Wisconsin.
Anciens postes connus de William H. Braun
| Sociétés | Poste | Fin |
|---|---|---|
Johnson Wealth, Inc.
 Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth focuses on the purpose of the client’s assets in developing investment strategies and primarily uses an investment approach that is long-term in focus and centered on asset allocation. | Directeur Financier/CFO | 01/06/2016 |
Cleary Gull, Inc.
 Cleary Gull, Inc. Investment ManagersFinance Cleary Gull provides discretionary investment advice primarily with respect to mutual funds, ETFs, fixed income securities, and non-traditional (complementary or alternative) investment vehicles, such as registered mutual funds and ETFs that have alternative strategies, hedge funds, private equity, REITs, and closed-end funds. The firm primarily uses a long-term investment approach that focuses on asset allocation. Cleary Gull generally recommends investments with the intent that they will be held long term. | Directeur Financier/CFO | - |
Formation de William H. Braun
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Cleary Gull, Inc.
Cleary Gull, Inc. Investment ManagersFinance Cleary Gull provides discretionary investment advice primarily with respect to mutual funds, ETFs, fixed income securities, and non-traditional (complementary or alternative) investment vehicles, such as registered mutual funds and ETFs that have alternative strategies, hedge funds, private equity, REITs, and closed-end funds. The firm primarily uses a long-term investment approach that focuses on asset allocation. Cleary Gull generally recommends investments with the intent that they will be held long term. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Johnson Wealth, Inc.
Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth focuses on the purpose of the client’s assets in developing investment strategies and primarily uses an investment approach that is long-term in focus and centered on asset allocation. | Finance |
