|
 George B. Wislar is President and CEO of Wislar Wealth Management, LLC (WWM). George believes his purpose is to help clients define their optimum future by identifying core values and beliefs, setting goals and formulating plans for the future. George believes in working closely with clients and devotes much of his time developing and implementing an investment strategy based on their unique goals and visions.
George is an industry veteran offering more than 20 years experience working with high net worth clients. He has an extensive background in wealth management with particular expertise in portfolio management, life coaching and financial planning.
Prior to establishing Wislar Wealth Management, LLC, George was a Senior Managing Director with US Fiduciary, LP and a Senior Vice President with UBS Financial Services, Inc.
Wanting to escape the conflicts of a commission based model, George established Wislar Wealth Management, LLC, a Registered Investment Advisory firm. In this capacity George is a fiduciary to the client, not to a large Wall Street firm.
In addition to his active portfolio management, he has extensive training in the area of life coaching to better utilize his clients wealth as a tool to support their "Optimum Life". George has spoken at numerous investment meetings and has been quoted in various newspapers and journals. He completed his education at the University of Massachusetts majoring in Economics with a minor in Marketing, and holds several professional licenses.
back to top |
|
|
 Jay P. Batcha CIMA, Investment Committee Member.
Jay brings over 24 years of wealth advisory experience to his role as Investment Committee Member at Wislar Wealth Management. Prior to joining , Jay directed the Global Wealth Management Group presence in Northern Michigan for Morgan Stanley, where he specialized in delivering risk reduction, wealth management and intergenerational and succession planning solutions to high net worth and institutional clients.
Jay earned a Certificate Investment Management Analyst (CIMA) from the Wharton School and holds several professional licenses.
back to top
|
|
|
 Arthur T. Doglione, Investment Committee Member.
Arthur brings more than 20 years of wealth management experience to Wislar Wealth Management. Prior to joining us Arthur was twice recognized as the “Advisor of the Year” by Merrill Lynch, and holds numerous other industry accolades.
back to top
|
|
|
 Eileen Haggerty is Director of Family Office Services for Wislar Wealth Management. These services include Financial Planning, Estate Planning, Trust Services, Lending, Tax, Insurance, Bill Payment and Senior Care. In addition, Eileen is responsible for our business development initiatives, coordinating marketing, and relationship management. Her primary focus is on the coordination of the overall operations of the firm.
Eileen brought with her over 14 successful years of experience in Audit and Personal Financial Planning at KPMG Peat Marwick, Short Hills, NJ. Eileen transferred to KPMG San Francisco and was Practice Coordinator for Mergers and Acquisitions. She also worked at Golin Harris International in San Francisco, CA as Director of Administration. Eileen specialized in the development of policies and procedures for new departments.
back to top |
|
|
 Nyda M. Bannerman joined Wislar Wealth Management in June 2007 as Associate Director. She has 25 years of successful experience in accounting, customer service and operations management. Nyda is responsible for client service and operations, event planning, maintaining data integrity for client performance reporting, and managing our relationship with custodians and transfer agents.
back to top |
|
|
 Lilly, Social Director. Lilly, a big sister to Grace, has graduated to a full-time member of the Wislar Wealth Management team. Although she hasn’t mastered the art of a dignified greeting, she is always happy to partake in meetings. Her greetings may include uncontrollable doggie kisses.
back to top |
|
|
 Grace, Official Greeter In Training. Grace is now the youngest member of the Wislar Wealth Management team, currently in charge of growth only weighing in at 3 pounds.
back to top | |
|
