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 - President Elect
Nick Kummer, CFA, CAIA, CIMA, is a member of the intermediary services group at Artisan Partners with responsibility for third-party relationships with institutions and financial professionals that offer Artisan Funds in the Midwest region. 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 February 2010, Mr. Kummer was a client service manager, financial consultant and internal wholesaler at Wells Fargo Funds Management. Before that, he was a client service manager at Strong Capital Management.
Mr. Kummer holds a bachelor's degree in finance, information technology and international business from Marquette University and a master's degree in business administration 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.
Vice President - Programming
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.
Michael Harris, CFA, CFP 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 Corporate Finance and Investment Banking from the University of Wisconsin-Madison. He earned the Chartered Financial Analyst designation in 2016 and the Certified Financial Planner® (CFP®) designation.
BOARD OF DIRECTORS
Alice Ambowiak, CFA, CPA is a Senior Vice President at Robert W. Baird. She has 19
years of experience focusing on mutual funds and separately managed accounts. Her
responsibilities include research and analysis in the mortgage and asset-backed sectors.
Alice obtained her undergraduate degree in Accounting and French and Master of
Accountancy from the University of Wisconsin-Madison. She earned the Certified Public
Accountant designation in 2003 and the Chartered Financial Analyst designation in 2017.
Alice is a member of the CFA Institute and the CFA Society Milwaukee. Prior to joining
Baird Advisors, she worked at Strong Capital Management holding various roles in
Corporate Finance and began her career as an auditor for Arthur Andersen.
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 has two children.
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. 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 a Portfolio Manager on the Micro Cap strategy along with and Large Cap Value strategy.
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.
Kevin Jaklin, CFA - Kevin has been with CliftonLarsonAllen Wealth Advisors for over 3
years and has over 35 years of experience in the financial services industry. His experience
has included working closely with personal and business clients to develop an investment
strategy designed to help meet their financial objectives, while also delivering a high level
of client service. He is skilled in making decisions on asset allocation, selecting appropriate
investment vehicles, and monitoring portfolio performance. Kevin’s experience includes a
strong background in the research and analysis of individual securities, mutual funds, and
exchange traded funds. Kevin is a voting member of the CLA Public Investment
Education and professional involvement - Masters of Business Administration from
University of Wisconsin—Oshkosh | Bachelor of Business Administration in Finance from
University of Wisconsin—Oshkosh | Chartered Financial Analyst, 1993 | FINRA Securities
License (series 65) | CFA Society Milwaukee
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.
William (Bill) Reineking, CFA is a Senior Financial Risk Manager with Molson Coors where he leads the Financial Risk Management team and contributes to capital market activities related to interest rates, currencies, commodities, and net investment hedging. He is also a member of the Molson Coors Pension Investment Subcommittee. Bill has worked at Molson Coors for 10 years in progressive corporate finance roles. Bill earned the Chartered Financial Analyst designation in 2019. He has also volunteered as an Industry Mentor for the CFA Institute Research Challenge. Bill is currently earning his MBA from Marquette University. Outside of work, Bill is passionate about improving the community and is an avid hiker.
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.
Nick Ziarek, CFA, CFP, AIF is Financial Planner at Shakespeare Wealth
Management based in Pewaukee, Wisconsin. In addition to working closely with his high
net worth clients to define meaningful financial success and achieve their goals through
comprehensive financial planning, Nick leads the firm’s Investment Committee, oversees
construction of client portfolios and provides support to the trading operations. Prior to
joining Shakespeare in 2018, he worked in various roles including fixed income trading,
hedge fund and private equity research and financial planning.
Nick received his B.S. in Finance from UW-La Crosse in 2003 and has been a CFA
Charterholder since 2006. He previously volunteered as a grader for the CFA Institute
Research Challenge, currently serves on the board of the UW-La Crosse Spellman Fund
and is the Partnership Chair and President-Elect for the Financial Planning Association
(FPA) of Wisconsin chapter.