Joseph Hickey
Portfolio Manager-Equities at Johnson Wealth, Inc.
Profile
Joseph Francis Hickey is currently a Senior Portfolio Manager at Johnson Wealth, Inc. He previously worked as the Director of Equity Strategy & Portfolio Manager at Cleary Gull, Inc. from 2012 to 2016 and as a Managing Director at Tucker Anthony Sutro Capital Co. He received his undergraduate degree and MBA from the University of Wisconsin.
Joseph Hickey active positions
| Companies | Position | Start |
|---|---|---|
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-Equities | 31/12/2002 |
Former positions of Joseph Hickey
| Companies | Position | 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. | Head-Equity Investments | 30/04/2016 |
Tucker Anthony Sutro Capital Co.
 Tucker Anthony Sutro Capital Co. Investment Banks/BrokersFinance Tucker Anthony Sutro Capital Co. is an investment banking and brokerage firm. The company is based in Denver, CO. | Corporate Officer/Principal | - |
Training of Joseph Hickey
| University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
Tucker Anthony Sutro Capital Co.
Tucker Anthony Sutro Capital Co. Investment Banks/BrokersFinance Tucker Anthony Sutro Capital Co. is an investment banking and brokerage firm. The company is based in Denver, CO. | 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 |
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