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Mr. Lehrer is responsible for monitoring client accounts, building asset allocation and manager performance tracking models,and conducting service operations for clients at Cleary Gull. Prior to joining Cleary Gull, he was employed by Marshall & Ilsley Trust Company, where he held positions as Trust Operations Supervisor and Senior Audit & Compliance Analyst. Mr. Lehrer earned a Bachelor of Business Administration degree in Finance from the University of Wisconsin Whitewater. Mr. Lehrer is fully licensed and has earned the Certified Financial Planner designation. Outside work, Jeff enjoys teaching business fundamentals and mentoring students as a Junior Achievement Facilitator. Working with kids from second grade through high school, Jeff loves operating at the intersection of academics and the real world. | 