
About Us
Our People
- Leadership Team
- Business Development
- Business Operations
- Investment Management
Steven Carl
Chair of Executive Committee, Chief Distribution Officer
Rich Eisinger
Head of Equities, Portfolio Manager
Steven Fredricks
Chief Legal Officer, Chief Compliance Officer
Jill Friedow, CFA®
Chief Technology Officer, Head of SMA Operations
Mark Henrickson, CFA®, CPA®
Chief Financial Officer
Patrick Ryan, CFA®
Chief Investment Strategist, Head of Multi-Asset Solutions, Portfolio Manager
Mike Sanders, CFA®, FRM®
Head of Fixed Income, Portfolio Manager
Haruki Toyama
Head of Mid Cap & Large Cap Equity, Portfolio Manager
William Ford, CFA®
Co-Head of Reinhart Fixed Income, Portfolio Manager
Michael Wachter, CFA®
Co-Head of Reinhart Fixed Income, Portfolio Manager
Christopher Aleman
Regional Investment Director
Peter Altobelli, CFA®
Portfolio Manager, Credit Analyst
Jeff Baker, CIMA®
Regional Investment Director, Client Service
Maya Bittar, CFA®
Portfolio Manager, Analyst
John Brown, CFA®
Portfolio Manager, Analyst
Jack DeGreef
Operations Administrator
Ray Di Bernardo, CFA®
Portfolio Manager, Analyst
Katherine Doyle
Portfolio Manager, Credit Analyst
Stuart Dybdahl, CFA®, CAIA®
Portfolio Manager, Analyst
Joel Dykman
Regional Investment Director
Deanna Endres
Marketing Associate
Mindi Endres
Client Service Associate
Bryan Englebert
Senior Operations Administrator
Jennifer Eriksen
SMA Operations Manager
William Fain
Insurance Portfolio Manager
Faraz Farzam, CFA®
Portfolio Manager, Analyst
Douglas Fry, CFA®
Portfolio Manager
Aaron Garcia, CFA®
Portfolio Manager, Analyst
Dave Geisler
Portfolio Manager, Analyst
Mike Glatkowski, CIMA®
Head of Institutional Business Group
Matthew Goetzinger, CFA®
Senior Analyst
Zach Grimes
Investment Specialist, Internal Team Leader
Kiernan Haney
Key Accounts Associate
Nic Harenda
Investment Specialist – Intermediary
Luke Heinen
Equity Research Associate
Tricia Hendrickson
Senior Operations Administrator
Christopher Hodges
Regional Investment Director
Ty Hoeft
Accountant
Greg Hoppe, CPA®
Chief Financial Officer of Mutual Funds & ETFs
Kala Hover
Key Accounts Associate
Sue Huxtable
Client Service & Technology Administrator
Ryan Jaques
Operations Administrator
Alyssa Johnson
Insurance Analyst
Natalie Johnson
Investment Specialist – Institutional
Connor Jones
Analyst
Steve Joyce
IT Manager
Drew Justman, CFA®
Portfolio Manager, Analyst
Kyle Kain
Trade Settlements Specialist
Ajla Kavazovic
Credit Analyst
Julia Lewis
Marketing Associate
Bob Lindner
Head of Credit Union Business Development
Lorrie Lipe
Key Accounts Associate
Taylor Loppnow
Client Operations Associate
Adam Lynch
Portfolio Manager, Credit Analyst
Joe Maginot
Portfolio Manager, Analyst
Michael Massel, CFA®
Credit Analyst
Jeffrey Matthias, CFA®, CAIA®, CIPM®, CFP®
Portfolio Manager
Tim McDowell
Chief Compliance Officer for MFD Distributor, LLC
Donald J. Miller, CFA®
Head of Insurance Solutions, Insurance Portfolio Manager
Brian Milligan, CFA®
Senior Analyst
Alex Moffett
Operations Administrator
Sarah Molitor, CFA®
Portfolio Manager, Credit Analyst
Peter Montelbano, CFA®
Analyst
Sarah Morken
Human Resources Manager
Chris Nisbet, CFA®
Portfolio Manager, Analyst
Alexis Oimoen
Accounts Receivable/Client Reporting Specialist
Josh Oldenburg
Investment Specialist – Multi-Asset Solutions
Leslie Oliversen
Head of Key Accounts, Regional Investment Director
Allen Olson, CFA®
Portfolio Manager, Analyst
Matt Perry
Marketing Team Lead
Michael Peters, CFA®
Portfolio Manager, Analyst
Brandon Redwing
Mutual Fund Operations Manager
Chris Ridberg
Regional Investment Director
Andy Romanowich, CFA®
Portfolio Manager, Analyst
Alyssa Rudakas, CFA®
Portfolio Manager, Analyst
Aya Saleh
Operations Associate
Andrew Scargill
Fixed Income Associate
Kyle Schalow, CPA®
Senior Accountant
David Scharf
Client Service Associate
Eric Schuettpelz
Senior Equity Trader
Alan Shepard, CFA®
Portfolio Manager, Analyst
Molly Smith
Accounting Manager
Hayley Stephens
Assistant
Matt Stoner
Credit Analyst
Rob Tallinger
Senior Equity Trader
Betty Tam
Director of Research & Technology
Patrick Tan
Portfolio Manager, Analyst
Thomas Tibbles, CFA®
Head of International Equity Team, Portfolio Manager
Tim Van Pelt, JD, CTFA
Head of Private Client Group
Jerry Velazquez
Trade Operations Specialist
Lisa Vieth
Performance Analyst
Arissa Wallander
Fixed Income Analyst
Mathew Weiss, CFP®
Client Service Associate
Terri Wilhelm
Senior Compliance Analyst
Kathy Wilhelmsen
Administrative Assistant & Office Coordinator
Levi Williamson
Regional Investment Director, RIA & Bank Trust