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.


2019-2020 Officers:

PRESIDENT
Katie Schoen, ​CFA, CAIA
Phone: ​414.298.1701​

VICE PRESIDENT - PRESIDENT ELECT
Eric Nohelty, CFA​
P​hone: 715.571.6323​
VICE PRESIDENT - PROGRAMMING
Nick Kummer, CFA​, CAIA
Phone: 414.390.8319

TREASURER/SECRETARY
Agnes Vongkhamsay, CFA
Phone: 414.287.7058​​​​​

 Past Presidents


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

 L. Crandall Hays, CFA 1986-1987



 Officers and Board of Directors

OFFICERS

President 
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 - President Elect 
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 - 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 
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

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. 

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 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.

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.

 

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. 

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.  

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.

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.

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 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.​

 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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