M Dale Fritz has been appointed executive vice president and chief investment officer for Jacobus Wealth Management, the Milwaukee Journal Sentinel reported.

Mr Fritz spent nine years with Brinson Partners/UBS Global Asset Management in Chicago, London, Tokyo and Zurich, and 11 years with Bank One Wisconsin Trust Co.

He succeeds Kenneth Evason as chief investment officer. Mr Evason left the firm and started his own investment management firm, Windermere Wealth Advisors.