John J. O'Hare II, CFA®

Managing Director, Wealth Manager

The senior member of The O’Hare Group, John delivers an experienced approach to wealth management, investment portfolios and retirement strategies. John holds the Chartered Financial Analyst® (CFA®) designation and has a extensive background and depth of experience as an analyst and portfolio manager with 34 years in the financial services industry. On Wall Street, his prior career involved researching companies and industries, asset allocations, strategic portfolio construction, and economic and investment strategy development. For the team, John focuses his experience to develop robust financial strategies for affluent individuals and families, companies and executives.

John earned his BBA from the University of Wisconsin – Whitewater. John and his wife, Penny, live in Cedarburg, Wisconsin



Phone (414) 644-0066
Fax (414) 644-0069