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 Society Leadership

Active leadership ensures our society's vitality. Through its board of directors and committee chairs, we advance the society's mission and keep pace with evolving membership expectations and needs.


2020 - 2021 Officers:

PRESIDENT
Eric Nohelty, ​CFA 
Phone: 715.571.6323

VICE PRESIDENT - PRESIDENT ELECT
Kevin Chiappetta
, CFA​
P​hone: 414.427.3628
VICE PRESIDENT - PROGRAMMING
Nick Kummer, CFA​, CAIA
Phone: 414.390.8319

TREASURER/SECRETARY
Michael Harris, CFA
Phone: 414.665.4923

 Past Presidents


  Katie Schoen, CFA, CAIA 2019-2020                         L. Crandall Hays, CFA 1986-1987

Pete Speidel, CFA, CAIA 2018-2019

David P. Weber, CFA 1985-1986

Jacob Fink, CFA 2017-2018

S​tephen E. Keane, CFA 1984-1985

E. Erik Gauger, CFA, ​2016-2017

T​homas W. Nelson 1983-1984

Christopher Merker, CFA 2015-2016

Maureen J. Busby Oster, CFA 1982-1983

James E. Fleming, CFA 2​014-2015

William E. Fritz 1981-1982

William McGinnis Jr., CFA 2013-2014

Mary M. Tenwinkel, CFA 1980-1981

Kristin M. Lindblom, CFA 2012-2013

Ted D. Kellner, CFA 1979-1980

Wendy Stojadinovic, CFA 2011-2012

Keith A. Dibble, CFA 1978-1979

Thomas H. Rippl, CFA 2010-2011

Keith F. Pinsoneault, CFA 1977-1978

Lora J. Olenchek, CFA 2009-2010

Marshall E. Schwid 1976-1977

David Becker, CFA 2007-2009

A. Keith Johnson, CFA 1975-1976

John Weitzer, CFA 2006-2007

Donald C. Pottinger, CFA 1974-1975

Constance L. Keller, CFA 2005-2006

Michael T. Murray, CFA 1973-1974

Michael J. Steppe, CFA 2004-2005

Robert A. Dahl 1972-1973

Matthew S. Coburn, CFA 2002-2004

James R. Nelsen, CFA 1971-1972

Patrick J. Cronin, CFA 2001-2002

John C. Windsor, Jr. 1970-1971

Warren D. Pierson, CFA 2000-2001

Marvin R. Swentkofske, CFA 1969-1970

Marlyn J. Spear, CFA 1999-2000

William A. Haker, CFA 1968-1969

Steven J. Latham, CFA 1998-1999

Michael A. Jacobs 1967-1968

Susan K. Brookins, CFA 1997-1998

Richard G. Jacobus, CFA 1966-1967

Duane E. Draheim, CFA 1996-1997

Robert L. Kemp, CFA 1965-1966

Enoch Carver, IV, CFA 1994-1996

Winfred W. Wuesthoff 1964-1965

Sara J.Walker, CFA 1993-1994

John F. Konrad 1963-1964

Terence V. Pavlic, CFA 1992-1993

Robert R. Veenendaal, CFA 1962-1963

William R. Warnke, CFA 1991-1992

Arthur J. Laskin, CFA 1961-1962

Steven R. Nichols, CFA 1990-1991

William R. Johnson, CFA 1960-1961

 Louis Giblin, CFA 1989-1990

George L. Struck, CFA 1959-1960

Theodore J. Moreau, CFA 1988-1989

Francis J. Calkins 1958-1959

 David R. Aushwitz, CFA 1987-1988

Elgin E. Narrin 1956-1958





 Officers and Board of Directors

OFFICERS

President 
Eric Nohelty, CFA, is a Senior Investment Analyst at Marshall Street Capital.  He is responsible for asset allocation, portfolio construction, and investment manager due diligence for the firm's diversified multi asset class investment portfolio.  Prior to joining Marshall Street in 2016, Eric spent 6 years as a research analyst and consultant at Alpha Investment Consulting Group.​  Eric graduated magna cum laude from the University of Wisconsin - Eau Claire with degrees in Finance and Economics and received the CFA charter in 2014.    ​

Vice President - President Elect 
Kevin Chiappetta, CFA is a Senior Vice President of Investment Services at Corporate Central Credit Union and President of the wholly owned Credit Union Service Organization (CUSO), QuantyPhi, LLC. Kevin assists client credit unions with balance sheet risk optimization process with thorough understanding of balance sheet risk modeling, forecasting and improvement of investment portfolio decision making process. Prior to founding QuantyPhi, Kevin provided balance sheet consulting for financial institutions nationwide as Senior Vice President at FIMAC Solutions. Kevin also spent 11 years at Balance Sheet Solutions, LLC as Executive Director providing investment advisory and asset liability management services to credit unions.   ​

Kevin graduated from St. Norbert College with a Bachelors of Business Administration in Accounting, received the Chartered Financial Analyst (CFA) designation in 1995 and is an active member and volunteer of the CFA Institute and a member the CFA Society Milwaukee. 

Vice President - Programming 
Nick Kummer, CFA, CAIA is a director of the Midwest Region at Artisan Partners.  He represents eight Artisan Investment teams and 17 underlying strategies. Nick is responsible for new business development, provides investment updates to existing clients as well as facilitates investment team interaction. Prior to joining Artisan Partners in 2010, Nick spent 5 years at Wells Fargo Funds Distributor.

Nick holds an undergraduate degree in business administration and an MBA from Marquette University.  He earned his Chartered Financial Analyst designation in 2016, his Chartered Alternatives Investment Analyst designation in 2014, and his Certified Investment Management Analyst certification in 2013.

Treasurer/Secretary 

Michael Harris, CFA is an Assistant Director on Northwestern Mutual's Distribution Performance team where he analyzes the sales results of the company's distribution system and assists local leaders with the recruitment and development of financial representatives. In addition, Michael works with NM's field leaders regarding change management related to the company's strategic initiatives and industry regulations. Prior to joining Northwestern Mutual, Michael worked as an Associate within Duff & Phelps' Valuation Advisory Services group, held several corporate finance roles, and played professional golf for 9 years, qualifying for two U.S Opens. 

Michael earned a Bachelor of Business Administration from the University of Michigan's Ross School of Business and received a Master of Business Administration with a specialization in Cor​porate Finance and Investment Banking from the University of Wisconsin-Madison. He earned the Chartered Financial Analyst designation in 2016. 


BOARD OF DIRECTORS

Jonathan (Jon) Dekker, CFA is a Director in the Institutional Trading department at Baird. Jon works with mutual funds, pension funds, and hedge funds across the US and Canada and serves on Baird's committee that oversees continued best execution and growth of the trading platform.  Jon graduated from Princeton University with a degree in Psychology and earned his MBA through the Applied Security Analysis Program at Wisconsin in 2012. He received the CFA charter in 2017.  Prior to his career in finance, Jon played professional football for the Pittsburgh Steelers for three years.   Jon lives in Bay View with his wife Francie. The couple is expecting their first child in June. 

Marc Dion, CFA is a Principal and the Chief Investment Officer at Morgan Dempsey Capital Management.  He is the lead portfolio manager for the firm's Large Cap Value Strategy and co-portfolio manager for its Mid Cap Strategy.  Marc joined Morgan Dempsey in 2004 and has over 30 years of experience in the Financial Services industry including stints as a Chief Investment Strategist, Equity Analyst and Consultant.  He has a B.A. in History from Kalamazoo College (Kalamazoo, Michigan) and both a Master's Degree in American History and an MBA in Finance from the University of Wisconsin – Madison.  Marc earned his Chartered Financial Analyst (CFA) designation in 1992.  

Jacob Gelfand, CFA As a seasoned investment professional, he has been responsible and integrally involved in the macro and quantitative aspects of the portfolio construction, management, and asset allocation, and have made significant contributions to a strong investment performance. Jacob has repeatedly demonstrated effective leadership skills, successfully managing teams of finance, investment and technology professionals, and implementing large-scale projects. 

Ryan Hamilton works as a portfolio manager and research analyst at Morgan Dempsey. He also runs portfolio attribution and compiles portfolio data. Previously, Ryan was a Portfolio Manager, Research Analyst, and trader with Voit & Hamilton, LLC. He joined Morgan Dempsey with over 10 years of experience in securities analysis, portfolio management, and trading. Ryan is a CFA Level II candidate, a former United States Marine, a combat veteran, and an Eagle Scout. He also has taught and tutored advanced financial topics at the University of Wisconsin – Milwaukee. Ryan's primary role at Morgan Dempsey is as an Analyst on the Small/Micro Cap Value team, and he is also a Portfolio Manager on the Small/Mid Cap and All Cap teams.

Kristin Holzhauer, CFA is a director on the Investment Grade Corporate Credit team within Public Investments. She is the lead analyst covering electric and natural gas utilities, diversified manufacturing, and environmental services sectors, provides credit support to the municipals team from a public power perspective, and has previous experience covering the aerospace & defense, transportation, and construction machinery sectors. For the past two years she has been on the Investment Committee of Cream City Venture Capital, sits her department’s Diversity & Inclusion Council, and was chosen by NM’s CIO to help lead the ESG initiative for Managed Investments. 

Kristin received a B.S. in Applied Investment Management/Finance and Economics from Marquette University in May, 2011, and completed her MBA at Marquette in 2014. She has been a CFA Charterholder since 2014. 

Actively involved in the community, Kristin is a member of the Penfield Children’s Center’s Future Leaders Alliance, is engaged with membership and recruiting for the Milwaukee Yacht Club, and participates in various mentorship programs at the collegiate and high-school levels. In her free time she enjoys travel, outdoor activities, and spending time with her family on Okauchee Lake.

Ryan M. Moran, CFA, CPA, CFP®, is a Vice President, Client Advisor at J.P. Morgan Private Bank based in Milwaukee, Wisconsin.  In this role, he works closely with individuals and families to help them meet their financial goals and objectives.  Leveraging the global resources of J.P. Morgan, he provides customized strategies in the areas of financial planning, trust and wealth transfer, private banking, lending, and investments. 

Ryan earned his Masters of Science from the University of Wisconsin-Milwaukee with a focus on Finance and his Bachelor of Arts from the University of Wisconsin-Oshkosh with a double major in Accounting and Finance.  He holds the Chartered Financial Analyst (CFA) and the Certified Financial Planner® (CFP®) designations and is a Certified Public Accountant (CPA) licensed in Wisconsin. 

Ryan previously served on the Board of Directors for the CFA Society Milwaukee from 2008 to 2017.

William (Bill) Reineking, CFA is a Senior Financial Risk & Analytics Manager with Molson Coors where he has lead all market risk analysis (2 direct reports), development of trading strategies and executive reporting of market risk exposures to interest rates, commodities, and foreign exchange.  He is also a member of Pension Investment Subcommittee.  Bill offers 9+ years of progressive corporate finance experience in technical, quantitative-based roles. He is highly skilled at synthesizing complex analysis into a consumable narrative that can persuade senior leaders.   
Bill graduated from University of Wisconsin Milwaukee with a Bachelor of Business Administration in Finance and Economics in 2010.  In addition, he earned the Financial & Valuation Modeling Certification.  Bill also earned the Chartered Financial Analyst designation in 2019.  He is a member of the CFA Society Milwaukee and has volunteered as an Industry Mentor for the CFA Institute Research Challenge.

Katherine (Katie) Schoen, CFA, CAIA is responsible for providing portfolio investment strategies along with comments on individual equity and Exchange Traded Product (ETP) positions to Baird's financial advisors. Katherine started with Baird in 2008 moving to her current senior analyst position in 2012. Prior to joining Baird, she interned as an equity analyst for Wells Capital Core Equity Fund. Katherine is currently a voting member of Baird's Equity Recommended Portfolio and supports the construction of the Baird Equity Idea List. She has also developed Baird's ETP research offerings as well as product strategy. 

Katherine graduated cum laude from Marquette University with a Bachelor of Sciences degree and participated in Marquette's Applied Investment Management Program. She holds the Series 7, 63, and 86/87 professional licenses, as well as both the Chartered Financial Analyst (CFA®) and the Chartered Alternative Investment Analyst (CAIA®) designations. Outside of work Katherine is passionate about supporting the advancement of women and girls. She currently holds the position of Board Chair for Girls on the Run of Greater Milwaukee and holds leadership positions within Baird's Women's Associate Resource Group.

Peter Speidel, CFA, CAIA is an investment analyst with Wells Fargo Funds Management, LLC, where he evaluates investment managers and oversees the investment communications for asset allocation mutual fund products. Additionally, he is responsible for conducting market and economic research. He currently serves as an adjunct faculty member at Wisconsin Lutheran College. Previously, Mr. Speidel worked as a product manager at Wells Capital Management and as a research analyst at an investment consulting firm. He has worked in the inves​tment industry since 2006. In addition, he holds an undergraduate degree in economics from Wisconsin Lutheran College and a graduate degree in applied economics from Marquette University Graduate School of Management. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Milwaukee and CFA Institute.

Kathleen Walters, CFA is a senior managing consultant, rejoined PFM Asset Management LLC in 2015 to work with Wisconsin multi-asset class and fixed income clients from the Milwaukee office. She also supports PFM’s higher education, healthcare sectors and municipalities across the Midwest. Kathleen initially joined PFM in 2009 as an analyst and worked with the Midwest practice until 2013. She briefly worked at DiMeo Schneider where she was the lead fixed income research analyst on its research team. In that role, she was responsible for monitoring and recommending investment strategies across fixed income styles. Her role and responsibilities included ongoing manager due diligence including in-person meetings, conference calls, and onsite visits as well as other investment research. Kathleen graduated from Yale University in 2009 with a degree in economics.

 Society Bylaws

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