James E. Reinhart
PRESIDENT & CEO
Founder - Reinhart Partners, Inc.
Shearson Lehman Brothers
Michigan State University - BA
34 years of investment experience
Fixed Income Management Team
- Principal
- Director of Fixed Income
- First Bank
- Marquette University - MBA
- University of Wisconsin - BA
- 29 years investment experience
Michael J. Wachter, CFA
- Principal
- Portfolio Manager
- Campbell Newman
- Marquette University - MBA
- University of Wisconsin Whitewater - BBA
- 29 years investment experience
Douglas J. Fry, CFA
- Principal
- Portfolio Manager
- Strong Capital Management
- Marquette University - MBA
- Colorado College - BA
- 20 years investment experience
Katherine M. Doyle
- Principal
- Credit Analyst/
Portfolio Manager - Campbell Newman
- University of Wisconsin - BBA
- 22 years investment experience
Peter G. Altobelli, CFA
- Principal
- Credit Analyst/
Portfolio Manager - United Airlines
- Kellogg School of Mgmt. Northwestern University - MBA
- Stanford University - MS & BS
- 13 years analytical experience
- 12 years investment experience
William F. Ford, CFA
- Associate Portfolio Manager
- University of Wisconsin - Milwaukee - BBA
- 10 years investment experience
Adam J. Lynch
- Principal
- Associate Portfolio Manager
- Artisan Partners
- Marquette University - BS
- 10 years investment experience
Sarah L. Thompson, CFA
- Fixed Income Associate
- Cardinal Stritch University - MBA
- University of Wisconsin - Milwaukee - BA
- 6 years investment experience
Ajla Kavazovic (Besic)
- Fixed Income Associate
- Fi-Med Management
- MATC - Business
- 20+ years investment experience
Shelly M. Clemins
Equity Management Team
- Principal
- Director of Equities
- Portfolio Manager
- Strong Capital Management
- University of Chicago - MBA
- Texas A&M University - BBA
- 23 years investment experience
Brent C. Jesko
- Principal
- Portfolio Manager
- T. Rowe Price
- Columbia Business School - MBA
- University of Wisconsin - BBA
- 12 years investment experience
Matthew T. Martinek, CFA
- Principal
- Equity Analyst
- Artisan Partners
- Marquette University - MS Applied Economics
- St. Norbert College - BA Economics & Business
- 10 years investment experience
K. C. Pinsoneault, CFA
- Equity Analyst
- University of Chicago - MBA
- University of Oklahoma - MS
- College of Engineering, Guindy - Anna University, India - BS
- 10 years investment experience
Madan Gopal
- Equity Analyst
- Greenleaf Trust, Morgan Stanley
- University of Chicago – MBA
- Hope College – BA
- 8 years investment experience
Josh D. Wheeler, CFA
- Principal
- Equity Trader
- Member of Security Traders Association of Wisconsin, Inc.
- 13 years investment experience
Nichole B. Abresch
- Equity Operations Associate
- Geneva Capital Management
- University of Wisconsin - Whitewater - BA
- 16 years investment experience
Tracy L. Anzalone
- Principal
- Portfolio Manager
- Arthur Andersen & Co.
- University of Michigan - MBA
- Northwestern University - BA
- 27 years investment experience
William C. Gray, CFA
- Equity Specialist & Consultant Relations
- Robert W. Baird & Co. Inc.
- Marquette University BS Finance
- 10 years investment experience
Gordan Lasic
Marketing & Client Services Team
- Principal
- Portfolio Manager
- Campbell Newman
- Marquette University - MBA
- University of Wisconsin Whitewater - BBA
- 29 years investment experience
Douglas J. Fry, CFA
- Principal
- Director of Institutional Client Services
- Wayne State University - MBA
- Michigan State University - BA
- 30 years investment experience
Richard J. Plawecki
- Senior Market Manager
- Optique Capital Management
- John Carroll University - BA
- 32 years investment experience
Joel A. Dykman
- Principal
- National Sales Coordinator
- Campbell & Company
- Furman University - BA
- 8 years investment experience
Christopher N. Rhyne, CIMA®
- Market Manager
- Legg Mason
- Villanova University
- 7 years investment experience
Christopher J. Hodges
- Director of Marketing
& Client Services - Robert W. Baird & Co. Inc.
- University of Wisconsin – Madison BBA – Accounting and Information Systems
- 19 years investment experience
Zach Grimes, CPA & CTFA
- Principal
- RFP & Data Specialist
- Eau Claire Area EDC
- University of Wisconsin - Eau Claire - BA
- 11 years investment experience
Nathan G. Warren
- Marketing Associate
- Metavante
- 20+ years investment experience
Anne C. Gozdowiak
- Client Services Support
- Bryant & Stratton - BBA
- 4 years investment experience
Frances LaVora
Firm Management
- Principal
- Chief Compliance Officer
- US Bancorp
- University of Wisconsin, Milwaukee - BBA
- 20+ years investment experience
Sandra A. King