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 investment 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.
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 her 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.