Prateek has over 27 years of experience in the financial services industry. Prior to coming to Wisconsin, Prateek was a principal with GTG Ventures, Inc., in Palo Alto, California, where he was responsible for sourcing and analyzing investment opportunities across various technology sectors. Prateek brings a unique global perspective to the Company. Born in India and armed with a degree in engineering, Prateek has earned an MBA, is a CFA charterholder, and is the first Chartered Alternative Investment Analyst in the State of Wisconsin.

Prateek has spent his career cultivating relationships with private fund managers, hedge fund managers, and venture capitalists and utilizes this extensive list of contacts to source unique private and public investment opportunities. Prateek has spearheaded the launch of 9 funds with the current investment team.

In 2018 Prateek was named to the Investopedia Top 100 Financial Advisors list. This award celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.

The Investopedia Top 100 Advisors for 2018 was awarded 6/8/2018 by Investopedia. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.investopedia.com/top-100-financial-advisors-4427912 .

In 2022 Prateek was named to the 2023 Wisconsin Titan 100 list. This award recognizes the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion.

The Wisconsin Titan 100 for 2023 was awarded 10/13/2022 by Wipfli. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Prateek Mehrotra agreed to attend the award presentation and purchase tickets for the event as part of his acceptance of the award. Judging criteria for the award can be found at: www.titan100.biz.

Rob’s 30 years of professional experience is key when consulting with client families, businesses and institutions. He began his career at Arthur Andersen & Co., as a staff accountant, serving the needs of small business clients. He was the founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation. Additionally, Rob held a consultant role providing strategic advice to entrepreneurs in areas such as corporate structure, customer base, product mix and systems. For the past ten (10) years, Rob was the Director of Wealth Management and a Member of the Investment Committee at Sumnicht & Associates, LLC. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.

Rob received his Bachelor’s Degree from Marquette University in 1980, with a double major in Accounting and Finance. He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner (CFP®) in 1984, and received his Accredited Wealth Management: Advisor (AWMA®) designation from the College of Financial Planning in November 2005.

In 2019 Rob was named to the Investopedia Top 100 Financial Advisors list. This award celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.

The Investopedia Top 100 Advisors for 2019 was awarded 8/8/2019 by Investopedia. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.investopedia.com/top-100-financial-advisors-4427912 .

Tim brings an extensive background in the investment management and financial services industry to the Firm. Prior to joining the Firm, Tim previously managed nearly all business functions for an SEC-registered ETF model management firm, including ongoing research and analysis of tactical asset allocation strategies, model trading, operations, compliance, performance reporting, and marketing collateral and web content development during his 6+ year tenure. Tim previously held roles as a portfolio manager and research analyst. Tim also worked at William O’Neil Co., in Los Angeles, CA, where he served in various capacities, including fundamental research, institutional marketing, and National Sales Manager for the firm’s $300 million mutual fund. Tim has been quoted in national business publications and has appeared on CNBC.

Tim earned his Bachelor’s Degree in Business from the University of Wisconsin-Oshkosh. Tim earned his MBA from Loyola Marymount University in Los Angeles, CA, and is a member of Beta Gamma Sigma National Honor Society.

Jamie is responsible for researching new investment opportunities and assisting with management & reporting of all special purpose vehicles (SPVs).

Prior to joining the Company, Jamie worked at Thrivent Financial, a Fortune 500 company, for over nine years in multiple roles with the latest role working as a research analyst for Thrivent Asset Management. His prior employer was extensively involved in trading equities, analyzing portfolio risk, and managing equity index portfolios.

Prior to working in the financial services industry, Jamie worked as an accountant for several area firms, specializing in individual, partnership, and corporate tax.

Jamie received his Bachelor’s Degree from the University of Wisconsin-Oshkosh, with a double major in Accounting and Finance. He is both a Chartered Financial Analyst (CFA®) charterholder and a Certified Public Accountant (CPA).