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Working at CIBC Cleary Gull

Zippia score 3.8

Overview

Revenue

Reviews

CompetitorsCEO & Executives

CIBC Cleary Gull overview

Industry
Financial Services
Revenue
$5.9M
Headquarters
Employees
125
Founded in
Website
Organization type
Private
Founded in 1987 by Michael J. Cleary and several partners, Cleary Gull's original focus was research, sales, and trading for institutions. In response to client needs as well as market opportunities, they then added Investment Banking and Wealth Management capabilities in the 1990s. In 1998, Tucker Anthony Sutro, a Boston-based financial service firm, acquired Cleary Gull. A few months after Tucker Anthony Sutro was acquired by the Royal Bank of Canada - Dain Rauscher (RBC) in 2001, their principals and employees led a buy back that returned the company to their entrepreneurial roots. “Their overriding desire was to own and control their own destiny for theirselves, their clients and employees,” said Managing Director Bob Warner. Once again independent, they focused on Wealth Management and Investment Banking services. After a merger with MBO Advisors in 2003, they formed a third division called MBO Cleary Advisors Inc., to provide Institutional Investment Advisory services. The result: they grew in size and increased the amount of client assets they have under advisement. Finally, in January of 2011 another step was taken to reinforce a single brand and unify their public image when MBO Cleary Advisors Inc. changed its name to Cleary Gull Advisors Inc. Today, they are privately held and employee-owned. Their three business lines - Investment Banking, Wealth Management and Institutional Advisory - are complementary yet well diversified with over $2.1 billion in assets under management. They believe that their business model allows their principals, managers and employees to have input and make decisions, so you can get the service you deserve and the sophisticated advice you need.
CIBC Cleary Gull is a small finance company based in Milwaukee, WI with only 125 employees and an annual revenue of $5.9M.

CIBC Cleary Gull's mission statement

To produce great client outcomes. A middle-market firm with global reach.

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4.0/5

CIBC Cleary Gull employee reviews

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CIBC Cleary Gull employee reviews

CIBC Cleary Gull employee reviews
4.0/5

Based on 1 ratings

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4.0
A zippia user wrote a review on Apr 2023
Pros of working at CIBC Cleary Gull

Acknowledgement of a job decently done

Cons of working at CIBC Cleary Gull

Steps. Dress required. Slapstick and farcical dispositions seemingly required for svante thoughts

CIBC Cleary Gull benefits

People. Ohh the people. Knowledgeable management

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The team at CIBC Cleary Gull

  • The founders of CIBC Cleary Gull is Michael Cleary.
  • The key people at CIBC Cleary Gull is Michael Cleary.
Key people
Michael Cleary

CIBC Cleary Gull rankings

CIBC Cleary Gull is ranked #16 on the Best Finance companies to work for in Milwaukee, WI list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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CIBC Cleary Gull financial performance

7.4
Performance score

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    Updated March 14, 2024

    Zippia gives an in-depth look into the details of CIBC Cleary Gull, including salaries, political affiliations, employee data, and more, in order to inform job seekers about CIBC Cleary Gull. The employee data is based on information from people who have self-reported their past or current employments at CIBC Cleary Gull. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by CIBC Cleary Gull. The data presented on this page does not represent the view of CIBC Cleary Gull and its employees or that of Zippia.

    CIBC Cleary Gull may also be known as or be related to CIBC Cleary Gull, Cleary Gull, Cleary Gull Inc. and Cleary Gull, Inc.