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, 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.
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
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. 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 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.
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 the Director of Mutual Fund Risk Analytics at Wells Fargo Asset Management (WFAM). Prior to this role, he served as an investment analyst. Before joining WFAM in 2010, Peter worked as a research analyst for Capital Market Consultants. He began his investment industry career in 2005. He has additionally served as an adjunct faculty in financial management at Wisconsin Lutheran College. Peter earned a bachelor's in economics from Wisconsin Lutheran College and a master's in applied economics from Marquette University Graduate School of Management. He is a member of the CFA Institute and the CFA Society of Milwaukee. Peter has earned the right to use the Chartered Financial Analyst® (CFA®) and CAIA designations.
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.