Find an Expert

Find an Expert

Find an Expert

Find an Expert

Jean Wangard

Jean T. Wangard, CFA®, MBA

Financial Consultant

Wintrust Investments

Jean Wangard is a Financial Consultant with the Wangard Team of Wintrust Wealth Management with her focus on relationship management, retirement planning and investment consulting. She has over 35 years of diverse investment and banking industry experience including portfolio management, institutional trust services, pension management, and corporate strategy consulting. The Wangard Team provides a tailored approach coordinating with clients’ legal and accounting teams. They offer the full range of Investment and retirement plan services to institutional clients, municipalities, small businesses, pensions, high net worth clients, and family offices. Their clients are not only in the metro Milwaukee and Madison area, but also throughout the country. 

Jean brings significant experience and perspective from her corporate career as an industry consultant and as Manager of Corporate Strategy and Development with American Express Financial Advisors (Ameriprise). Earlier in her career, she held positions in corporate banking with BNY/Mellon, as an Employee Benefits Trust Officer, as well as serving as Pension Manager for Honeywell’s pension and 401(k) plan programs. She holds a BBA from the University of Wisconsin-Madison with a double major in Finance, Investments and Banking, and Risk and Insurance. She also holds an MBA from the Carlson School of Management at the University of Minnesota. She is a Chartered Financial Analyst and member of the Milwaukee Society of Security Analysts.

Jean has been an advocate for children’s health and wellness as a supporter of Children’s Hospitals. She was the founder of Tri-ing for Children’s Inc., an annual triathlon fundraiser as well as a past chapter founder for the Association for Children’s Hospital Minnesota. Jean is a recent Ironman finisher and multiple marathon finisher. She has three children and also enjoys kayaking, skiing, and visiting clients throughout the country. 


 

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Call us at 262-754-5584 or:

Serving Clients At:

Town Bank - Delafield

400 Genesee St.

Delafield, WI 53018

Jean T. Wangard, CFA®, MBA also serves clients by appointment at the following locations: