Operose Advisors Names Caroline Jankowski Partner
Caroline Jankowski. Photo courtesy of Operose Advisors.
MILWAUKEE, Feb. 1, 2022 – Operose Advisors, a Milwaukee-based investment advisory firm, is pleased to announce Caroline Jankowski has become Partner. Jankowski, who has been with the firm for three years, serves as the Chief Compliance Officer and is also responsible for overseeing the day-to-day business management of the firm.
“Caroline has been a big asset to the firm as we continue to build out an exceptional operating platform and compliance program.” said Nick Bauer, Managing Partner. Prior to joining Operose, Caroline was a Partner and Project Lead with Vista360, LLC. During her 11+ years at Vista360, Caroline was responsible for assisting investment advisers and funds with SEC compliance and strategic matters, while also leading the firm’s research and consulting process efforts. Prior to joining Vista360, Caroline was Chief Financial Officer of Ziegler Capital Management and its proprietary fund family.
Caroline holds a B.A. in Economics and Spanish from the University of Wisconsin. Caroline has served on the Board of Directors of Bloom360 Learning Community and St. Francis Children’s Center.
About Operose Advisors
Operose Advisors LLC is a Wisconsin-based investment adviser working in partnership with independent investment consulting firm, Marquette Associates, Inc. Our purpose is to deliver an institutional approach to individuals, families, trusts and closely held businesses with planning, execution, and feedback of investment programs. For more information, please visit operoseadvisors.com.
NOTE: This press release was submitted to Urban Milwaukee and was not written by an Urban Milwaukee writer. It has not been verified for its accuracy or completeness.
