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 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 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
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