2009-2010 CFA Society of Milwaukee
Officers and Board of Directors
OFFICERS
President
Lora J. Olenchek, CFA is Vice President at US Bank in
the Derivative Products Group. She has been with the US Bank since
July, 1993. She was hired into the management trainee program
working in Derivatives, Mergers and Acquisitions, Loan
Syndications, and Private Placements of Senior and Subordinated
Debt for both taxable and tax-exempt issuers. Her work at the bank
continued with a special project for the bank President/CEO and
then with Mutual Fund Administration. Her passion took her back to
Capital Markets, however, where she has been working for the past
10 years advising clients on the use of Interest Rate Risk
Derivative products. She has a BS degree in Finance from Marquette
University and has earned her Chartered Financial Analyst
designation. Lora also served on the board of the Marquette
University College of Business Administration Alumni Association
where she was an executive board member for five years.
Vice President
Thomas H. Rippl, CFA is a Vice-President and Investment
Officer of Schaper, Benz & Wise Investment Counsel, Inc. He
manages relationships and portfolios for the firm's clients. He is
also responsible for fundamental due diligence on companies held
within client portfolios and on prospective investment ideas. In
addition, Mr. Rippl manages the Information Technology function
for the firm. He joined Schaper Benz & Wise Investment Counsel,
Inc. immediately after earning his BSBA degree in Finance and
Accounting from the University of Colorado in 2002.
Treasurer
Wendy Stojadinovic, CFA joined MBO Cleary
Advisors in December 2008 as a Senior Fixed Income Manager. She is a
member of the Fixed Income Strategy and Investment Policy Committees
and is responsible for directing the execution of fixed income
strategies. Prior to joining MBO Cleary Advisors, Ms. Stojadinovic
served as a Vice President, Fixed Income Portfolio Manager at
Ziegler Capital Management where she managed over $400 million in
fixed income assets for various not-for-profit health care and
senior living providers. Prior to Ziegler she was a fixed income
portfolio manager at Campbell Newman Asset Management where she
co-managed approximately $350 million in fixed assets. During her
tenure at Campbell Newman, she was responsible for the formation and
execution of fixed-income portfolio strategies and trading, as well
as directing credit research.
Ms. Stojadinovic has served on various fixed income investment
committees and also served as an equity analyst from 1997 through
May 2004. Additional responsibilities included performance
measurement and attribution and GIPS compliance.
Ms. Stojadinovic has over 15 years of investment industry
experience. She received a BBA degree in finance from the University
of Wisconsin-Milwaukee and passed the Uniform Investment Advisor Law
Examination Series 65. She has been a member of the board of
the CFA Society of Milwaukee since 2006.
Secretary
Kristin M. Lindblom, CFA is a Senior Portfolio Analyst
and manages the research division within Baird's Private Asset
Management group. She brings over fifteen
years of experience in the investment industry to Baird. The
majority of her career has been spent as an analyst, specifically
focusing on the investment management needs of high net-worth
individuals. Kristin received her bachelor's degree in business
administration and finance from St. Norbert College, where she
minored in mathematics and graduated Magna Cum Laude. She and
her husband, Todd, have three children, Ryan, 7, Evan, 4, and
Kate, 2.
Kristin was recognized as a "Top-Ranked Advisor in America by
Region" by
Research Magazine in 2006, and the Private Asset Management team
has
been recognized as one of the "Top-Ranked Advisor Teams in
America" by
Research Magazine for the past three consecutive years.
BOARD OF DIRECTORS
Matt Alexander, CFA, CAIA
is Marketing Operations Director with Stark Investments, an
$8 billion multi-strategy alternative investment firm located in
St. Francis, Wisconsin. He is responsible for project management
and client reporting in the investor relations and business
development group. Prior to joining Stark Investments, Matt was a
Director and Product Analyst with ABN AMRO Asset Management, based
in Chicago. Matt’s prior employers include CallStreet, American
Express Asset Management and Chicago Partnership Board. Matt
graduated from University of Chicago Graduate School of Business
with High Honors in 2001. He has been a CFA Charterholder since
2004 and a Chartered Alternative Investment Analyst since 2008.
David Becker, CFA has been a Board Member since 2002. Before joining Northern Oak Capital Management, Inc. in January 2001, Dave served as Associate Director of Research for Campbell Newman Asset Management. He began his career at Deloitte and Touche as a staff auditor. He holds a B.B.A. in accounting and a M.S. in finance from the University of Wisconsin – Madison.
James Fleming, CFA is Assistant Director of Business
Development at Mason Street Advisors, LLC and is responsible for
the promotion of assigned investment portfolios and manages day to
day activities for establishing, maintaining and enhancing
existing client relationships. Prior to joining Mason Street
Advisors in 2008, Mr. Fleming was the Director of Research for
Cleary Gull Inc. and was responsible for manager due diligence and
investment strategy for the firm's private client division. Mr.
Fleming received a B.A. degree in Finance from the University of
Wisconsin-Whitewater, an M.B.A. from Marquette University's
Executive M.B.A. program, and holds the Chartered Financial
Analyst (CFA) and Certified Investment Management Analyst (CIMA)
designations.
E. Erik Gauger, CFP, CRPS has worked in the
financial services industry for over a decade. Prior to
joining The MHK Group, he was a member of the DC Advisory Group
with UBS and a retirement plans specialist with Strong Capital
Management. At The MHK Group, he offers clients a wide array of
retirement planning and wealth management services. 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
Certified Financial Planner, Chartered Retirement Plans
Specialist, Accredited Investment Fiduciary, and Qualified 401(k)
Administrator designations.
William McGinnis, CFA, is a securities expert witness
with W. McGinnis Advisors, LLC in Milwaukee . He founded the
company in 2003, and testifies for both plaintiff and defendants
in cases nationwide and internationally. Bill is an expert in
matters including investment suitability, securities fraud,
research fraud, standards of practice, insider trading, and asset
allocation. He has over 25 years of securities experience
including: sell-side investment analysis, buy-side investment
analysis, portfolio management, and investment banking. He has
held the series 7, 63, and 65 securities licenses and was awarded
the CFA designation in 1989. Bill holds a B.B.A. in both finance
and management information systems from Western Michigan
University . He is the CFA Society of Milwaukee’s Professional
Conduct Program Liaison to the CFA Institute.
Ryan M. Moran, CFA, CPA is the Managing Director of
Financial Planning for GVW Investments, a private family office
for the principal of GVW Group. In this role, Ryan is responsible
for overseeing all aspects of the family’s private investing
activities including executing investment policy statements,
strategic and tactical asset allocation, manager selection and
monitoring, and overseeing the tax, accounting, and estate
planning. Prior to this, Ryan was the Manager of Investments at a
multi-family office with over $3.5 billion in assets under
advisement. Ryan received the Chartered Financial Analyst (CFA)
designation in 2006.
John S. Weitzer, CFA, works at Wells Fargo Private Bank
as Senior Investment Manager and Senior Vice President. He
previously managed the Investment Research and Communication
department for Wells Fargo Advantage Funds. Prior to that, John
worked at Strong Capital Management in numerous capacities. John
has a JD degree and a BA degree in History, with a minor in
Philosophy, from Marquette University.
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