People Moves

Milwaukee Wealth Firm Names New Managing Director

Natasha Taghavi Reporter 28 May 2013

Milwaukee Wealth Firm Names New Managing Director

PaulaHogan, the Milwaukee, WI-based fee-only financial advisory firm, has appointed Steve White as managing director within its management team.

White joins PaulaHogan from JP Morgan Private Banking, where he was an executive director at the Milwaukee office and part of the national wealth advisory team.

Before joining JP Morgan, White practiced law for 15 years, most recently at Quarles and Brady as an equity partner and member of its estate planning group.

In his new role, White will be responsible for the management and strategic direction of the firm, as well as his duties covering direct advisory work with clients.

PaulaHogan, which was founded in 1992, is an independent financial advisory firm, works with individuals and their families, including high net worth families and trusts.

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