Meet Our Team



Rick Alteri

Rick Alteri

Senior Financial Analyst

Lake Forest - IL

Bijal Chikani, CPA

Bijal Chikani, CPA

Director of Tax - Illinois

Lake Forest - IL

Maureen Costello

Maureen Costello

Senior Project Manager, Senior Financial Analyst

Milwaukee - WI

Sanders Dargan

Sanders Dargan

Financial Analyst

Lake Forest - IL

Blake Durham, MBA

Blake Durham, MBA

Client Advisor

Atlanta - GA

Jennifer Erdmann

Jennifer Erdmann

Office Manager

Lake Forest - IL

Gary Gawryleski, MBA

Gary Gawryleski, MBA

Senior Client Advisor

Milwaukee - WI

Gregg George, J.D., LL.M.

Gregg George, J.D., LL.M.

Managing Director, Senior Client Advisor

Lake Forest - IL

Chris Jauch, MBA

Chris Jauch, MBA

Client Advisor

Milwaukee - WI

Blake Karls, CFA

Blake Karls, CFA

Director - Investment & Media Communications

Milwaukee - WI

David Keevins, MBA

David Keevins, MBA

Managing Director, Co-Chief Investment Officer, Senior Client Advisor

Lake Forest - IL

Nick Kochanski, CFA, MBA

Nick Kochanski, CFA, MBA

Managing Director, Chief Financial Officer, Senior Client Advisor

Lake Forest - IL

Andrew Krei, CFA

Andrew Krei, CFA

Co-Chief Investment Officer

Milwaukee - WI

Patrick Malloy, CPA, J.D.

Patrick Malloy, CPA, J.D.

Director of Tax - Wisconsin

Milwaukee - WI

Noelle Matkovich

Noelle Matkovich

Senior Operations Specialist

Milwaukee - WI

Bob Peterson, J.D.

Bob Peterson, J.D.

Senior Wealth Advisor

Lake Forest - IL

Mitchell Prosk, J.D., MBA

Mitchell Prosk, J.D., MBA

Senior Client Advisor

Lake Forest - IL

Jeffrey Rennert

Jeffrey Rennert

Chief Information Officer

Lake Forest - IL

Jeffrey Robbins, CFP®

Jeffrey Robbins, CFP®

Senior Financial Analyst

Milwaukee - WI

Mike Rumage

Mike Rumage

Financial Analyst

Milwaukee - WI

Eric Schmitz, CFA

Eric Schmitz, CFA

Director - Public & Private Markets, Institutional Portfolio Manager

Lake Forest - IL

Joe Sexton

Joe Sexton

Financial Analyst

Milwaukee - WI

Jeanne Simmons

Jeanne Simmons

Financial Analyst, Operations Specialist

Milwaukee - WI

Mary K. Tarman, CPA

Mary K. Tarman, CPA

Tax Analyst

Milwaukee - WI

Shanna Venne, CPA

Shanna Venne, CPA

Wealth Advisor

Milwaukee - WI

Brooke Vestal

Brooke Vestal

Senior Financial Analyst

Atlanta - GA

Elizabeth Watkins

Elizabeth Watkins

Chief Operating Officer, Chief Compliance Officer

Lake Forest - IL

Dustin Wolk, CFP®

Dustin Wolk, CFP®

Wealth Advisor

Milwaukee - WI

James Wood, J.D.

James Wood, J.D.

Senior Client Advisor

Milwaukee - WI

Anthony Wright, J.D.

Anthony Wright, J.D.

Senior Client Advisor

Atlanta - GA

Rosa Zagorski, CPA

Rosa Zagorski, CPA

Senior Financial Analyst

Milwaukee - WI

Amy Zastrow

Amy Zastrow

Senior Operations Specialist

Milwaukee - WI

Lindo Zondo

Lindo Zondo

Financial Analyst

Lake Forest - IL

Ben Zwief

Ben Zwief

Financial Analyst

Lake Forest - IL