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Wipfli Financial Advisors CEO and leadership

Zippia score 4.0
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CEO & Executives

Wipfli Financial Advisors CEO and executives

Executive Summary. Based on our data team's research, Jeff Pierce is the Wipfli Financial Advisors's CEO. Wipfli Financial Advisors has 125 employees, of which 90 are in a leadership position.
Here are further demographic highlights of the leadership team:
  • The Wipfli Financial Advisors executive team is 50% female and 50% male.
  • 69% of the management team is White.
  • 11% of Wipfli Financial Advisors management is Hispanic or Latino.
  • 11% of the management team is Black or African American.
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Name & TitleBio
Jeff Pierce

CEO

Jeff Pierce's LinkedIn

Jeff Pierce is a Private Client Practice Leader at Wipfli Financial Advisors, Undergraduate at Brigham Young University (BYU), and Chief Executive Officer and Principal at Wipfli Financial Advisors and is based in Milwaukee, Wisconsin. He has worked as Manager Customer Forecasting and Planning at T Mobile US Inc., Head of Advisor Practice Management at Dimensional Fund Advisors, and Senior Manager Revenue Planning at T Mobile US Inc.. Jeff works or has worked at Pixel to Noise. He studied at Courtyard Group between 1999 and 2003.

Nathaniel Demeo

Board Member

Patrick W. Brault

Board Member

Jandy Rowe

Board Member

Jandy Rowe's LinkedIn

Jandy Rowe is the Principal and Chief Operations Officer at Wipfli Financial Advisors. Jandy Rowe attended UMass Boston.

Julie Nichols

Board Member

Julie Nichols's LinkedIn

Julie Nichols is a Principal, Chief Financial Officer at Wipfli Financial Advisors and is based in Milwaukee, Wisconsin. She has worked as Tax Manager at Wipfli Financial Advisors and Principal, Managing Director at Wipfli Hewins Investment Advisors. Julie studied at University of Wisconsin Milwaukee Lubar School of Business between 1984 and 1989.

Amy Libertoski

Board Member

Benjamin Hayes

Board Member

Blake Faust

Board Member

Brett Pophal

Trader, View Profile

Dean Stange

Board Member

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Wipfli Financial Advisors jobs

Wipfli Financial Advisors board members

Name & TitleBio
Jeff Pierce

CEO

Jeff Pierce's LinkedIn

Jeff Pierce is a Private Client Practice Leader at Wipfli Financial Advisors, Undergraduate at Brigham Young University (BYU), and Chief Executive Officer and Principal at Wipfli Financial Advisors and is based in Milwaukee, Wisconsin. He has worked as Manager Customer Forecasting and Planning at T Mobile US Inc., Head of Advisor Practice Management at Dimensional Fund Advisors, and Senior Manager Revenue Planning at T Mobile US Inc.. Jeff works or has worked at Pixel to Noise. He studied at Courtyard Group between 1999 and 2003.

Nathaniel Demeo

Board Member

Patrick W. Brault

Board Member

Jandy Rowe

Board Member

Jandy Rowe's LinkedIn

Jandy Rowe is the Principal and Chief Operations Officer at Wipfli Financial Advisors. Jandy Rowe attended UMass Boston.

Julie Nichols

Board Member

Julie Nichols's LinkedIn

Julie Nichols is a Principal, Chief Financial Officer at Wipfli Financial Advisors and is based in Milwaukee, Wisconsin. She has worked as Tax Manager at Wipfli Financial Advisors and Principal, Managing Director at Wipfli Hewins Investment Advisors. Julie studied at University of Wisconsin Milwaukee Lubar School of Business between 1984 and 1989.

Amy Libertoski

Board Member

Benjamin Hayes

Board Member

Blake Faust

Board Member

Dean Stange

Board Member

Jake Harmsen

Board Member

Wipfli Financial Advisors executives FAQs

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Updated November 18, 2022

Zippia gives an in-depth look into the details of Wipfli Financial Advisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Wipfli Financial Advisors. The employee data is based on information from people who have self-reported their past or current employments at Wipfli Financial Advisors. 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 Wipfli Financial Advisors. The data presented on this page does not represent the view of Wipfli Financial Advisors and its employees or that of Zippia.

Wipfli Financial Advisors may also be known as or be related to Wipfli Financial Advisors.