Investment Team

PRATEEK MEHROTRA, MBA, CFA, CAIA

Managing Member, Chief Investment Officer, Investment Committee Member

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.

Prateek Mehrotra, MBA, CFA, CAIA®
Managing Member, Chief Investment Officer, Investment Committee Member

ROB RIEDL, CPA, CFP®, AWMA®

Managing Member, Chief Financial Officer, Investment Committee Member

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. During Rob’s tenure with his prior employer, the entity won numerous accolades and rankings from Bloomberg and Worth magazines. 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.

Rob Riedl, CPA, CFP®, AWMA®
Chief Financial Officer, Managing Member, Investment Committee Member

TIM LANDOLT, MBA

Chief Operating Officer, Investment Committee Member

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.

Tim Landolt, MBA
Chief Operating Officer, Investment Committee Member

JAIME BROWN, CFA, CPA

Senior Investment Officer, Investment Team

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 won numerous accolades during his tenure there including multiple Thomsen Reuters Lipper Fund Awards. He 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).

Jamie Brown, CFA, CPA
Senior Investment Officer, Investment Team