CoverProfile

David Lacroix

Senior Financial Advisor

Entasis Asset Management

United States, Wisconsin, Milwaukee

About Me

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

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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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