William (Bill) Reineking, CFA is Director of Financial Risk Management & Pensions 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.
Vice President - President Elect
Kristin Holzhauer, CFA is Senior Director, ESG, the first hire in Northwestern Mutual's new ESG department. She is responsible for shaping and driving the implementation of enterprise ESG strategy, building out new ESG frameworks, measurement, and risk management tools, and amplifying the company's distinctive ESG story. Previously, Kristin was a Director on the Investment Grade Corporate Credit team within Public Investments, where she was responsible for over $7 billion of General Account investments across eight sectors. In this role, Kristin was closely involved with developing Northwestern Mutual's first ESG investment policy statement, and developing and implementing technology solutions for ESG data monitoring and tracking within Public Investments and Northwestern Mutual Capital. She has sat on the Investment Committee of Cream City Venture Capital since 2017.
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 and in 2021 completed her CFA Level 4 certification in ESG investing.
Actively involved in the community, Kristin is a member of the Penfield Children's Center's Future Leaders Alliance, Marquette University's AIM Advisory Board, 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.
Vice President- Programming
Alice Ambrowiak, 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.
Kathleen Walters, CFA, is a Senior Client Investment Officer in the Multi Manager Solutions Group within Northern Trust Asset Management in Chicago. Kathleen works with institutional clients to help them achieve their investment goals through the development, implementation, monitoring, and evaluation of custom investment programs.
Prior to joining Northern Trust, Kathleen was a Director at PFM Asset Management LLC, a subsidiary of U.S. Bank Asset Management. In that role, she was responsible for supporting existing institutional clients on their multi-asset class and fixed income portfolios. Kathleen also provided investment education for clients’ staff and board members. Previously, Kathleen briefly worked at an investment consulting firm in the Midwest, where she was the lead fixed income research analyst on its research team. In that role, she was responsible for providing due diligence, monitoring and recommending fixed income investment strategies.
Kathleen has a B.A. in economics from Yale University. Kathleen holds the Chartered Financial Analyst (CFA) designation
BOARD OF DIRECTORS
Colleen Costello, CFA is a portfolio specialist for the Plus Fixed Income team at Allspring Global Investments. In this role, she serves as an investment contact, and works closely with portfolio managers, clients as well as sales team members. She joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to her current role, she served as an investment associate with the Global Credit Research and Multi Sector Plus team conducting product and performance analysis. Earlier roles include working for WFAM as an associate regional consultant and conducting fixed income research for Cleary Gull Advisors. Colleen graduated with a bachelor's degree in finance from Southern Methodist University in 2014 and earned the right to use the Chartered Financial Analyst® (CFA®) designation in 2021.
Tony Desrochers, CFA - Tony is a Research Specialist at Northwestern Mutual(NM). At NM, Tony conducts research on fund managers for inclusion on the firm’s internal investment list and model portfolio products. Previously, Tony had worked on NM’s trading team and held positions outside the firm regarding client service and small cap stock research. Tony graduated from UW-Whitewater in late 2016 with a Bachelor of Business Administration in Finance and Management and earned the Chartered Financial Analyst(CFA) designation in 2021. Outside of finance, Tony enjoys traveling, exploring National Parks, playing guitar, and composing music.
Jacob Gelfand, CFA is 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.
Kevin Jaklin, CFA is a Lecturer and Manager of the Willie D. Davis Finance and Investment Lab for the Cofrin School of Business at the University of Wisconsin-Green Bay. As manager of the Investment lab his is responsible for actionizing a high impact, applied learning experience through coursework, student competitions, developing the Student Managed Investment Fund, and developing Financial Literacy Programs in partnership with the school's Personal Financial Planning program.
Prior experience includes over 35 years of experience in the financial services industry which includes a strong background in the research and analysis of individual securities, mutual funds, investment managers, and exchange traded funds.
Kevin graduated from the University of Wisconsin-Oshkosh with a Masters of Business Administration (1995) and Bachelors of Business Administration (1985).
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.
Thomas Shide, CFA is the senior investment analyst at Spectrum Investment Advisors, responsible for analytical research of investments, portfolio construction, and market research. He has been in the financial industry since 2014 and previously worked at Bank of America’s Private Bank as an investment analyst.
Thomas is a CFA® Charterholder, a member of the CFA Institute, and a member of CFA Society Milwaukee. He earned his Bachelor of Science in Biochemistry and Bachelor of Arts in History from the University of Houston and is fluent in Spanish.
A Texas transplant, Thomas lives in Milwaukee and while not working, Thomas enjoys indoor soccer, biking and hiking.
Nick Ziarek, CFA, CFP 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 President for the Financial Planning Association (FPA) of Wisconsin chapter.