Fritz named chief investment officer for Jacobus Wealth Management

Published Feb. 22, 2010 at 5:12 p.m.
M. Dale Fritz has been appointed executive vice president and chief investment officer for Jacobus Wealth Management Inc. in Wauwatosa.Fritz has more than 35 years of experience in investment management, including 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. Evanson recently resigned and started his own investment management firm, Windermere Wealth Advisors LLC in Wauwatosa.


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