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New VP And CIO At Jacobus WM
Nick Parmee
23 February 2010
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.