Investment Management

Wealth Management

Operations

Leadership

Investment Team

Jeff Hakala, CFA, CPA

Chief Executive Officer

Chief Investment Officer

Dan Coble

Research Analyst

Jerry Hakala, CFA

Managing Partner, Equities

Craig Fitzgerald

Research Analyst

Jake Powers, CFA

Research Analyst

Sales & Client Service

Kurt Terrien

Managing Director

Institutional Sales

Claire Baenen

Management Assistant

Chris Klau

Director of Institutional Sales

Debbi Forbes

Institutional Operations Manager

Dave Rumph, CPA

Director of Institutional Operations

Jeremy Modell

Managing Partner

Portfolio Manager, Fixed Income

Cheryl Kassab

Investment Advisor

Steve Wloszek, CFA

Director of Portfolio Risk Management

Nancy LaBenne

Client Service Administrator

Denise Barber

Client Service Manager

Alexander Strek, CFP®

Portfolio Specialist

Jessica Davis

Office Administrator

Mick Rooney

Trade Operations

Phil Olsen

Information Services

Staci Harder

Portfolio Administrator

Kim Winek

Finance Analyst

Nicole Rivera

Portfolio Administrator

Scott Wloszek

Trader

Jeff Hakala, CFA, CPA

Chief Executive Officer

Chief Investment Officer

Amy Eisenbeis, J.D.

Chief Compliance Officer

General Counsel

Jerry Hakala, CFA

Managing Partner, Equities

Sam Gianino

Chief Financial Officer

Jeremy Modell

Managing Partner

Portfolio Manager, Fixed Income

Kevin Kuhl, CPA

Chief Operating Officer