People Moves

New VP And CIO At Jacobus WM

Nick Parmee February 23, 2010

New VP And CIO At Jacobus WM

Dale Fritz has been appointed executive vice president and chief investment officer for Jacobus Wealth Management, a family office based in Wauwatosa, Milwaukee County, according to the Milwaukee Wisconsin Sentinel Journal.

Mr Fritz has previously worked with Brinson Partners/UBS Global Asset Management in Chicago, London, Tokyo and Zurich, and spent eleven years with Bank One Wisconsin Trust.

He succeeds Kenneth Evason as chief investment officer; Mr Evanson recently resigned to launch his own investment management firm, Windermere Wealth Advisors, also in Wauwatosa.

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