2007-2008 CFA Society of Milwaukee
Officers and Board of Directors
OFFICERS
President
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.
Vice President
Todd Jankowski, CFA He joined Northwestern Mutual in 1996 in the Private Investment area and currently is an Assistant Director for the Investment Managed Products area. Prior to Northwestern Mutual, he spent four years with Helling Realty & Investment Company in Orlando as a Financial Analyst. He has an MBA Degree from University of Wisconsin-Milwaukee and a BBA in Accounting from the University of Wisconsin-Oshkosh. Todd has served five years on the CFA Institute's Investment Performance Council, seven years as a CFA Examination Grader, and two years on the CFA Institute's Candidate Curriculum Committee Working Body.
Secretary
Wendy Stojadinovic, CFA is an Assistant Vice President, Fixed Income Portfolio Manager and fixed income investment committee member with Ziegler Capital Management. Prior to joining Ziegler, Ms. Stojadinovic served as a Fixed Income Portfolio Manager/Analyst at Campbell Newman Asset Management where she was responsible for the formation and execution of fixed-income portfolio strategies and trading, as well as directing credit research. Ms. Stojadinovic was a member of their investment committee and also served as an equity analyst. Additional responsibilities included performance measurement and attribution and AIMR compliance. Ms. Stojadinovic has over 15 years of investment industry experience and received a BBA degree in finance from the University of Wisconsin-Milwaukee.
Treasurer
Lora Olenchek, CFA is a Vice President in the US Bank Capital Markets Group. Ms. Olenchek has been with the bank since July, 1993. She has more than 10 years of experience in advising clients on the use of Interest Rate Risk Derivative products. In addition to her Risk Management experience, Lora has expertise in Mergers and Acquisitions, Loan Syndications, and Private Placements of Senior and Subordinated Debt for both taxable and tax-exempt issuers. Lora has a BS degree from Marquette University and also serves on the executive board for the Marquette University College of Business Administration Alumni Association.
BOARD OF DIRECTORS
Kandarp R. Acharya, CFA, serves as the Overlay Portfolio Manager and Quantitative Strategist at Wells Fargo Managed Account Services. WFMAS serves the wrap fee, separately managed accounts. He developed WFMAS’s proprietary portfolio management systems and is responsible for determining and constructing the investment strategies used in the managed accounts business. Mr. Acharya and his team are responsible on a daily basis for determining and ordering all transactions for the client portfolios. Mr. Acharya earned an M.B.A. with honors from the University of Chicago, an MS in electrical engineering and computer engineering from Marquette University and a B.E. degree in electronics from M.S. University in Baroda, India.
Matt Alexander, CFA
Matt is the Marketing Operations Manager with Stark Investments, a $12 billion multi-strategy alternative investment firm located in St. Francis, Wisconsin. He is responsible for project management for the investor relations and marketing departments in areas of website development, CRM implementation and product development. Prior to joining Stark Investments, Matt was North American Director of Institutional Marketing and Product Analyst with ABN AMRO Asset Management, based in Chicago. Matt has 9 years of financial services industry experience with prior employers including CallStreet and American Express Asset Management. Matt graduated from University of Chicago Graduate School of Business with High Honors in 2001. He has been a CFA Charterholder since 2004. Matt was an active volunteer with the CFA Society of Chicago in 2005 and 2006 and was elected volunteer of the year of the Communications Committee in 2006. Matt has passed level 1 of the CAIA program.
James Fleming, CFA. At Cleary Gull, Mr. Fleming is responsible for the coordination of the firm’s research effort, including money manager due diligence, asset allocation policy development, and general market research. Prior to joining Cleary Gull, he was employed by Marshall & Ilsley Trust Company, where he was responsible for pension plan reporting and performance monitoring. Mr. Fleming earned his MBA through the Executive MBA Program at Marquette University and Bachelor of Business Administration degree in Finance from the University of Wisconsin – Whitewater. He also holds the Certified Investment Management Analyst (CIMA) designation
Kristin Lindblom, CFA
Kristin is a First Vice President, Senior Portfolio Analyst at Robert W. Baird & Co., Inc.
Kristin is a Senior Portfolio Analyst and manages the research division within Baird's Private Asset Management group. She brings over fourteen 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. Prior to joining Baird, Kristin managed the money manager due diligence effort at Cleary Gull in Milwaukee. 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. In addition to her licensing, Kristin is a professionally designated Chartered Financial Analyst (CFA). She is a member of the Chartered Financial Analyst Society of Milwaukee. Kristin was recognized as a "Top-Ranked Advisor in America by Region" by Research Magazine in 2006.
Andy Ramer, CFA
Currently serves as Research Analyst at Fiduciary Management, Inc., which he joined in 2002. He has over 9 years of investment experience. Prior to FMI, he worked at Bufka & Rodgers, LLC. He received his bachelors degree from the University of Illinois. He has been a member of the CFA Society of Milwaukee since 1997.
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