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Chief Investment Officers in Wisconsin

Chief Investment Officers in Milwaukee, WI

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Here is a complete list of most local Chief Investment Officers in Milwaukee, WI.

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28 results found

Michael Kellen Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Team Leader • Management Analysts • Operations Manager • Manager • Apprentice • Counselor • Managers • Advisor • Student Worker

Experience & Education

Position:
Assistant to the Chief Investment Officer at Investors Advisory Group, LLC
Location:
Greater Milwaukee Area
Industry:
Higher Education
Work history:
Investors Advisory Group, LLC - Waukesha, WIAssistant to the Chief Investment Officersince Jun 2012Wisconsin Lutheran College Team Leader of the Peer Admissions CounselorsMay 2010 - May 2012
Full Profile

Tom Veale Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Chairperson • Management Analysts • Chief Executive • Chief Information Officer • Corporate Executive • HR Manager • Technology Director • Technology Manager • Technical Managers • Operations Manager • Investor • Business Administrator • Advisor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at SignalPoint Asset Management, LLC
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
SignalPoint Asset Management, LLC Chief Investment Officersince Aug 2008Port Washington Public Works Department ChairmanJun 1988 - Apr 2010
Skills:
Portfolio Management, Market Risk Assessment, ETF Portfolio Design, Portfolio Risk Management,...
Certifications:
Series 65 License, NASAA
Full Profile

Thomas Veale Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Management Analysts • Chief Executive Officer • Development Director • Chief Executive • Corporate Executive • HR Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Title:
Chief Investment Officer at SignalPoint Asset Management, LLC
Location:
Greater Milwaukee Area
Industry:
Investment Management
Full Profile

Oster Maureen Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Management Analysts • Chief Executive • Founding Member • Advisor • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Chief Investment Officer at MBO Cleary Advisors, Inc.
Title:
over 40 years advising on investments for fiduciaries
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
MBO Cleary Advisors, Inc. Chief Investment Officersince Jun 2003Cardinal Stritch University Trustee2004 - 2009
Full Profile

Joe Veranth Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Management Analysts • Client Service Officer • Customer Service

Experience & Education

Title:
Chief Investment Officer at Dana Investment Advisors
Location:
Greater Milwaukee Area
Industry:
Investment Management
Full Profile

Jim Karpowicz Milwaukee, WI

Professions & Specialties

Senior Vice President • Chief Investment Officer • Vice President • Chief Executive • Management Analysts

Experience & Education

Position:
Senior Vice President, Chief Investment Officer anad Treasuser at MGIC Investment Corporation
Location:
Greater Milwaukee Area
Industry:
Insurance
Work history:
MGIC Investment Corporation Senior Vice President, Chief Investment Officer anad Treasuser
Full Profile

Joseph Veranth Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Management Analysts • Client Service Officer • Customer Service

Experience & Education

Title:
Chief Investment Officer at Dana Investment Advisors
Location:
Greater Milwaukee Area
Industry:
Investment Management
Full Profile

James Karpowicz Milwaukee, WI

Professions & Specialties

Senior Vice President • Chief Investment Officer • Vice President • Chief Executive • Management Analysts

Experience & Education

Title:
Senior Vice President, Chief Investment Officer anad Treasuser at MGIC Investment Corporation
Location:
Greater Milwaukee Area
Industry:
Insurance
Full Profile

Pat Retzer Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Management Analysts

Experience & Education

Position:
Chief Investment Officer at Retzer Capital Management, LLC
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Retzer Capital Management, LLC Chief Investment Officersince Sep 2000
Full Profile

Richard Imperiale Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Chairperson • Management Analysts • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
President at Uniplan Investment Counsel, Inc.
Title:
Chief Investment Officer - Uniplan Investment Counsel
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Uniplan Investment Counsel, Inc. Presidentsince Jan 2011Forward Management Sub Advisor Forward Uniplan REIT Portfolio1999 - 2006
Full Profile

Patrick Retzer Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Management Analysts

Experience & Education

Title:
Chief Investment Officer at Retzer Capital Management, LLC
Location:
Greater Milwaukee Area
Industry:
Investment Management
Full Profile

Paul Deslongchamps Milwaukee, WI

Professions & Specialties

Managing Partner • Chief Investment Officer • Chief Executive Officer • Partner • Chief Executive • Management Analysts • Corporate Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner/Chief Investment Officer at Waveland Ventures, LLC, Managing Director at Colorado...
Title:
Managing Partner/Chief Investment Officer at Waveland Ventures, LLC
Location:
Greater Milwaukee Area
Industry:
Venture Capital & Private Equity
Work history:
Waveland Ventures, LLC - Greater Milwaukee AreaManaging Partner/Chief Investment Officersince 2002Colorado Regional Center, LLC Managing Directorsince Jan 2009
Full Profile

Dick Imperiale Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Management Analysts • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Team Member • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Title:
Chief Investment Officer - Uniplan Investment Counsel
Location:
Greater Milwaukee Area
Industry:
Financial Services
Full Profile

Kenneth Evason Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Chief Executive Officer • Management Analysts • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
CEO & Chief Investment Officer at Windermere Wealth Advisors
Location:
Greater Milwaukee Area
Industry:
Financial Services
Full Profile

Ken Evason Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Chief Executive Officer • Management Analysts • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
CEO & Chief Investment Officer at Windermere Wealth Advisors
Location:
Greater Milwaukee Area
Industry:
Financial Services
Full Profile

J. Veranth Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Management Analysts • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at Dana Investment Advisors
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Dana Investment Advisors Chief Investment OfficerBank of New York Mellon Relationship Manager1985 - 1995
Full Profile

Frank Patterson Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at Patterson
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Patterson Chief Investment Officer
Full Profile

Barry Arnold Milwaukee, WI

Professions & Specialties

Chief Information Officer • Manager • Chief Investment Officer • Technology Director • Technology Manager • Technical Managers • Operations Manager • Financial Manager • Management Analysts • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
Chief Investment Officer at Arnold Investment Counsel
Title:
CIO/Portfolio Manager
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Arnold Investment Counsel Chief Investment Officersince Oct 1987
Full Profile

Mark Smerz Milwaukee, WI

Professions & Specialties

Department Manager • Shop Manager • Chief Administrative Officer • Operations Manager • Department Supervisor • Manager • Sales Manager • Chief Executive • Director of Quality Control • Board Member • Management Analysts • Financial Officer • Financial Manager • Compliance Manager • Management Team Executive • Technician • Organization Management • Technical Specialist • Technical Support Specialists • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Supporting Member • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Team Member • Bachelor of Science • Recruitment • Lawyers • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Health Care Specialist-Laser Technician at Fortec Medical
Location:
Greater Milwaukee Area
Industry:
Nonprofit Organization Management
Work history:
Fortec Medical Health Care Specialist-Laser Techniciansince Jan 2011Lowes Home Improvement Wauwatosa Department ManagerJul 2008 - Nov 2010
..instruments in cooperation with the Chief Investment Officer
Full Profile

Craig Hulce Milwaukee, WI

Professions & Specialties

Chairperson • Financial Director • Program Director • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Management Team Executive • Management Analysts • Finance Professor • Associate Professor • Instructor • Pedagogue • Adjunct Instructor • Business Teacher • Lecturer • Postsecondary Teacher • Moderator • Advisor • Sports Trainer • Sports Trainers • Buyer • Buyer and Seller • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Courier • Account Service Manager • Client Service Officer • Investment Analyst • Puchasing and Estimating Manager • Customer Service • Racer • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Area Chair & Lead Faculty - Financial Planning, Control, Risk Management, and Law at University ...
Title:
Finance Professor
Location:
Greater Milwaukee Area
Industry:
Higher Education
Work history:
University of Phoenix Area Chair & Lead Faculty - Financial Planning, Control, Risk Management, and Lawsince Jul 2002Marian University of Fond du Lac Assistant Professor & Program Director of Finance/EconomicsAug 2008 - Jun 2009
Skills:
Strategic Planning, Financial Analysis, Strategy, Management, Leadership, Coaching,...
Chief Investment Officer/President at Glacier Fina..
Full Profile

Scott Conger Milwaukee, WI

Professions & Specialties

Vice President • Treasurer • Chief Executive • Financial Officer • Financial Manager • Management Analysts • Operations Manager • Secretary • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts

Experience & Education

Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
AMCORE Bank, N.A. Vice President & Assistant TreasurerJan 2009 - Aug 2010AMCORE Bank Vice President, Money Market ProductsOct 2006 - Jan 2009
Skills:
Balance Sheet Management Fixed-Income Securities Profitability Management, Interest Rate Risk ...
Reporting to Chief Investment Officer
Full Profile

Walt Wojcik Milwaukee, WI

Professions & Specialties

Chief Information Officer • Technology Director • Technology Manager • Technical Managers • Chairperson • Management Analysts • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Information Technology Specialist • IT Specialist • Statistician

Experience & Education

Title:
Strategic Consultant/Industry Advisor
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Infosys Technologies Ltd Strategic Advisor- Insurance/Financial ServicesNov 2002 - Dec 2012Northwestern Mutual SrVP & CIO1993 - 2002
Chief Investment Officer
Full Profile

Emmett Wright Milwaukee, WI

Professions & Specialties

Operations Manager • Technology Director • Technology Manager • Technical Managers • Management Consultant • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Market Strategist at Milwaukee Private Wealth Management, Inc., Wealth Management & Asset ...
Title:
Chief Market Strategist at Milwaukee Private Wealth Management, Inc.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Milwaukee Private Wealth Management, Inc. - Greater Milwaukee AreaChief Market Strategistsince Jul 2013EM Wright Wealth Management & Asset Management Consultantsince Sep 2012
Chief Investment Officer
Full Profile

Jay Schneider Milwaukee, WI

Professions & Specialties

Financial Manager • Management Analysts • Research Analyst • Research Assistant • Researcher • Survey Researcher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investment Analyst • Puchasing and Estimating Manager • Analysts

Experience & Education

Position:
Investment Research Analyst at Northwestern Mutual
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Greater Milwaukee AreaInvestment Research Analystsince Oct 2011Menards Investment AnalystNov 2010 - Oct 2011
Chief Investment Officer at Beauchamp Maleki Consu..
Full Profile

Marc Dion Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Chief Research Officer • Chief Executive • Financial Manager • Management Analysts • School Principal • School Administrator • Educational Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
Principal at Morgan Dempsey Capital Management
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Morgan Dempsey Capital Management Principalsince 2004First National Bank of Omaha Chief Investment Strategist2001 - 2003
Full Profile

Marc Dion Milwaukee, WI

Professions & Specialties

Chief Investment Officer • Chief Research Officer • Chief Executive • Financial Manager • Management Analysts • School Principal • School Administrator • Educational Manager • Master of Business Administration • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
Principal at Morgan Dempsey Capital Management
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Morgan Dempsey Capital Management Principalsince 2004First National Bank of Omaha Chief Investment Strategist2001 - 2003
Full Profile

Adam Passarelli Denver, CO

Professions & Specialties

Marketing Director • Chief Executive Officer • Board Member • Chief Risk Officer • Financial Director • Chief Investment Officer • Chief Executive • Corporate Executive • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Management Analysts • Analyst • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Marketing Analytics at Smashburger
Location:
Denver, Colorado
Industry:
Restaurants
Work history:
Smashburger - Denver, ColoradoDirector of Marketing Analyticssince Oct 2011Northwestern Mutual Life Insurance Company - Milwaukee, WIAnalyst to the CEONov 2010 - Sep 2011
Skills:
Financial Modeling, Data Analysis, Financial Analysis, Forecasting
Full Profile

Jay Howard Detroit, MI

Professions & Specialties

Chief Executive Officer • Chief Investment Officer • Corporate Executive • Chief Executive • Management Analysts • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
Managing Director - Investment Strategies at Strategic Asset Advisors
Title:
Managing Director - Investment Strategies, Strategic Asset Advisors
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Strategic Asset Advisors - Birmingham, MIManaging Director - Investment Strategiessince 2005Leonard Asset Mangement, Inc. - Troy, MIPortfolio Manager & Chief Investment Officer2008 - 2010
Full Profile

Chief Investment Officers near Milwaukee, WI01Waukesha


Chief Investment Officers around Milwaukee, WI

Waukesha  (1)

Chief Investment Officers in Wisconsin