Joe Bree

Focused, optimistic and always looking to collaborate, Joe thrives on building strategic partnerships. He adds value to every interaction by truly listening so he can understand what is needed and help create meaningful solutions.

Specifically, Joe serves as a key internal resource to the firm’s market leaders, consulting with and supporting them on evolving client needs to help them deliver practical solutions and drive business growth. A former CFO, he transitioned to business development and client service to focus on helping clients solve business needs, drive organizational value and deepen relationships. He has over 30 years experience in finance, accounting and business development, primarily in the asset management industry working for registered investment advisers, service providers and a financial technology firm.

• Junior Achievement Classroom (Volunteer)
• Montessori Institute of Milwaukee (Former Director/Treasurer)

Joe is a lifelong Milwaukee native and, therefore, an eternally optimistic Brewers fan. He and his wife of nearly 30 years have two adult children and one rescue dog. In his spare time, Joe moonlights as an artist, with acrylic, oil and spray paints serving as his media of choice.