David D. LaCroix is a Senior Wealth Advisor at Entasis Asset Management. David has more than 51 years of experience in the investment industry. Prior to joining Entasis, he worked at Cleary Gull Advisors, a Johnson Financial Group Company, and Cleary Gull Inc., a prior affiliate of Cleary Gull Advisors, where he most recently served as Vice President, Relationship Manager responsible for high net worth clients. Before Cleary Gull, David worked in a variety of portfolio management and client relationship management positions with A.G. Edwards and M&I Capital Markets Group. David received his M.B.A. and B.B.A. in Finance from the University of Wisconsin-Madison. He has served as a membe


David Lacroix
Senior Financial Advisor
Entasis Asset Management
United States, Wisconsin, Milwaukee
About Me
Profile Information
Senior Financial Advisor
Entasis Asset Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Milwaukee
Wisconsin
United States
Jan 9, 2025
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