CFA Society Milwaukee

A Member of the CFA Institute Global Network of Societies

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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.

2018-2019 Officers:

PRESIDENT
Pete Speidel, CFA, CAIA
Phone: 414.359.3827

VICE PRESIDENT - PRESIDENT ELECT
Katie Schoen, CFA, CAIA
Phone: 414.298.1701

VICE PRESIDENT - PROGRAMMING
Eric Nohelty, CFA​
Phone: 715.571.6323

TREASURER/SECRETARY
Agnes Vongkhamsay, CFA
Phone: 414.287.7058

2018-2019 Committee Chairs:

CFA PREP COURSES
CJ Batchelor, CFA
Phone: 262.754.5293

MEMBERSHIP​
CJ Batchelor, CFA
Phone: 262.754.5293

HEAD OF INVESTOR EDUCATION & FINANCIAL LITERACY
Sara Walker, CFA
Phone: 414.278.1820



 


Past Presidents:

​​ Jacob Fink, CFA, 2017-2018
 E. Erik Gauger, CFA, CFP 2016-2017
 Christopher Merker, CFA 2015-2016
 James E. Fleming, CFA 2​014-2015
​David P. Weber, CFA 1985-1986
S​tephen E. Keane, CFA 1984-1985​
​​​​T​homas W. Nelson 1983-1984
 William McGinnis Jr., CFA 2013-2014 Maureen J. Busby Oster, CFA 1982-1983
 Kristin M. Lindblom, CFA 2012-2013 William E. Fritz 1981-1982
 Wendy Stojadinovic, CFA 2011-2012 Mary M. Tenwinkel, CFA 1980-1981
 Thomas H. Rippl, CFA 2010-2011 Ted D. Kellner, CFA 1979-1980
 Lora J. Olenchek, CFA 2009-2010 Keith A. Dibble, CFA 1978-1979
 David Becker, CFA 2008-2009 Keith F. Pinsoneault, CFA 1977-1978
 David Becker, CFA 2007-2008 Marshall E. Schwid 1976-1977
 John Weitzer, CFA 2006-2007 A. Keith Johnson, CFA 1975-1976
 Constance L. Keller, CFA 2005-2006 Donald C. Pottinger, CFA 1974-1975
 Michael J. Steppe, CFA 2004-2005 Michael T. Murray, CFA 1973-1974
 Matthew S. Coburn, CFA 2003-2004 Robert A. Dahl 1972-1973
 Matthew S. Coburn, CFA 2002-2003 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 1995-1996 Winfred W. Wuesthoff 1964-1965
 Enoch Carver, IV, CFA 1994-1995 John F. Konrad 1963-1964
 Sara J.Walker, CFA 1993-1994 Robert R. Veenendaal, CFA 1962-1963
 Terence V. Pavlic, CFA 1992-1993 Arthur J. Laskin, CFA 1961-1962
 William R. Warnke, CFA 1991-1992 William R. Johnson, CFA 1960-1961
 Steven R. Nichols, CFA 1990-1991 George L. Struck, CFA 1959-1960
 Louis Giblin, CFA 1989-1990 Francis J. Calkins 1958-1959
 Theodore J. Moreau, CFA 1988-1989 Elgin E. Narrin 1957-1958
 David R. Aushwitz, CFA 1987-1988 Elgin E. Narrin 1956-1957
 L. Crandall Hays, CFA 1986-1987 Herman H. Petersen 1955-1956

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 Officers and Board of Directors

OFFICERS

President 
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.

Vice President - President Elect 
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.

Vice President - Programming 
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.    ​

Treasurer/Secretary 
Agnes Vongkhamsay, CFA serves as an analyst on BMO Global Asset Management’s Manager Research team and is responsible for the evaluation, recommendation and monitoring of investment managers and strategies utilized within client accounts across BMO’s business lines. She leads on the coverage of domestic mid cap equity, tax-free bond, passive and exchange-traded fund strategies. Prior to starting he​r current role with BMO in 2011, she served as an intern for M&I. Agnes graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration in Finance, Investment and Banking in 2010. She earned the Chartered Financial Analyst designation in 2014. 

Outside of work, Agnes serves as a volunteer instructor for SecureFutures and supports various not-for-profit animal welfare organizations. In her spare time, she enjoys running with her dog. 

BOARD OF DIRECTORS

Charles J. (CJ) Batchelor, CFA is Co-Founder and Chief Investment Officer – Equity of Entasis Asset Management. CJ has 14 years of experience in the investment industry. Prior to founding Entasis, CJ worked at Cleary Gull, a multi-billion dollar investment advisory firm, as Director of Investment Research. He also served as a member of Cleary Gull’s Investment Policy Committee, Investment Committee and Equity Strategy Group.

CJ holds a B.B.A. in Finance from the University of Wisconsin-Milwaukee. He has earned the right to use the CFA designation. CJ. is a member of the CFA Institute and CFA Society Milwaukee, where he currently serves on the Board of Directors.

Jacob Fink, CFA is an equity portfolio risk analyst at Wells Fargo Asset Management. In this role, Jacob evaluates the risks that are embedded a variety of quantitative investment strategies. He also focuses on creating and automating new and innovative risk reporting techniques.  Prior to joining Wells, Jacob was an investment data analyst at Artisan Partners, and he also served as the head equity trader for both Ziegler Capital Management and 1492 Capital Management.

Mr. Fink holds a B.S. in Business Economics from Wisconsin Lutheran College, and a Master's Degree in Applied Economics from Marquette University. He received his CFA designation in 2010.

E. Erik Gauger, CFA, CFP, CRPS, AIF, QKA has worked in the financial services industry for over a decade. Prior to starting e2 Retirement Consulting, he was a member of the DC Advisory Group with UBS, a retirement plan specialist with Strong Capital Management and regional director for The MHK Retirement Partners.

An Alumnus of the University of Wisconsin-Whitewater, Erik earned his B.B.A. with a focus on finance and economics. He holds Series 6, 7, 24, 31, 63 and 65 securities licenses. He has also obtained the Chartered Financial Analyst, Certified Financial Planner™, Chartered Retirement Plan Specialist™, Accredited Investment Fiduciary®, and Qualified 401(k) Administrator designations.

Erik is active in a number of professional and community ​organizations, including the CFA Society Milwaukee, the American Society of Pension Professionals, Ltd. In his spare time, Erik enjoys outdoor recreation and spending time with family and friends.

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.

William (Bill) Harrison, CFA, CAIA, in an Investment Analyst for Lubar & Co., a family office focused on investing in middle market private companies.  Bill joined Lubar in 2014.  Prior to joining Lubar, Mr. Harrison was a Vice President with Grace Matthews, a middle market investment bank located in Milwaukee.  At Grace Matthews, Mr. Harrison was actively involved in all stages of the merger and acquisition transaction process.  Prior to Grace Matthews, Mr. Harrison was an Equity Research Associate with Robert W. Baird, providing fundamental research coverage, industry analysis and investment recommendations to institutional equity investors.  

Mr. Harrison earned a Bachelor of Arts degree in Economics from Albion College in 2006. Bill holds the Chartered Financial Analyst® designation as well as the Chartered Alternative Investment Analyst® designation.​

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.

Brian Leadley, CFA, CPA is a wealth advisor/partner at Pegasus Partners with over 11 years of wealth management experience.  He is responsible for reviewing client's financial plans, investment performance and estate planning.  Brian also serves on the firm's Investment Committee, reviewing current and proposed investments and asset allocations.  Prior to joining Pegasus Partners, he was a private client services manager at Ernst & Young and a senior accountant at Gary Comer. 

Brian earned a B.S. in Accounting and Business Administration from Winona State University.  He has also obtained his Chartered Financial Analyst designation and is a Certified Public Accountant.  

William (Will) Schoyer, CFA has spent his entire career in the financial services industry, primarily working for and with asset management firms.  Prior to joining Northwestern Mutual in the Spring of 2017, he worked as a Managing Director, Corporate Strategy & Development, at Nuveen Investments and as an Executive Director focused on corporate development and other strategic initiatives at Madison Investment Advisors.  Mr. Schoyer previously worked in the Investment Banking Division at Goldman Sachs, where he focused on transactions in the investment management and wealth management industries.  He gained additional asset management experience at Polen Capital Management and Invesco, and additional investment banking experience at Putnam Lovell and Grail Partners.  He holds a BA from Amherst College and an MBA from the Harvard Business School​.  Mr. Schoyer also serves on several non-profit boards, advisory boards and investment committees.  ​

Sara Walker, CFA is a Chartered Financial Analyst with over 30 years of experience constructing and managing investment portfolios for individuals, corporations and nonprofit organizations.  Sara has recently joined BMO Wealth Management as a senior strategist, regional director of investments.  In her new role she will cooperate with local leaders to shape BMO's delivery and investment strategy.  For 21 years Sara was the senior vice president at Associated Private and Institutional Client Services, which is the $8  billion money management arm of Associated Bank. She was actively involved in the bank's economic analysis as well as investment portfolio management and was the lead portfolio manager for Associated's Southeastern Region.​

Sara is a member and past-president of the CFA Society Milwaukee. She also serves on the boards of SecureFutures and Tempo Milwaukee.  She graduated magna cum laude from the University of Wisconsin – Parkside with a double major in finance and economics and earned her master's degree from the University of Wisconsin - Milwaukee.

Chaitanya Yaramada, CFA joined Robert W. Baird & Co. in 2009 and has seven years of investment experience. She joined Baird Investment Management (BIM) in 2014 and serves as a Research Analyst covering Information Technology-Software. She is also co-chair of Baird’s multi-cultural Associate Resource Group (Prism).  Prior to joining BIM, she spent five years with Baird in the equity research department at Baird. Chaitanya has also served as a board member of Baird’s Women’s Associate Resource Group (WARG).  She is currently a board member of Gift of Adoption, Wisconsin Chapter.  She also has four years of professional experience as an IT Consultant and Business Analyst. Chaitanya received her MBA with Honors from the University Of Chicago Booth School Of Business and a Bachelor of Engineering (Software) with Honors from the University of Auckland, New Zealand. She earned the Chartered Financial Analyst designation in 2013.

 Society Bylaws

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 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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