Private Client Services Team

The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients’ unique investment management needs. Baune Financial has direct access to the portfolio managers responsible for managing these Private Client Services accounts.

Brent Schutte photo

Brent Schutte, CFA®

Chief Investment Strategist – Northwestern Mutual Wealth Management Company

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Gerald E. Fradin photo

Gerald E. Fradin, JD

Vice President – Investment Management

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Michael A. Helmuth photo

Michael A. Helmuth

Chief Portfolio Manager

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Craig Kasap photo

Craig Kasap, CFA®

Senior Portfolio Manager – Fixed Income

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Daniel J. Adams photo

Daniel J. Adams

Portfolio Manager – Private Client Services

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David Andrzejewski photo

David Andrzejewski

Portfolio Manager – Private Client Services

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Matthew P. Stucky photo

Matthew P. Stucky, CFA®

Portfolio Manager – Private Client Services

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Maclovio Vega photo

Maclovio Vega, CFA®

Portfolio Manager – Private Client Services

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Erin M. Ennis photo

Erin M. Ennis, CFP®, ChFC®

Portfolio Manager – Private Client Services

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Jeffery S. Nelson photo

Jeffery S. Nelson, CFA®

Portfolio Manager – Private Client Services

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Douglas H. Peck photo

Douglas H. Peck, CFA®

Portfolio Manager – Private Client Services

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Garrett D. Aird photo

Garrett D. Aird, CFA®

Director – WMC Research

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Michael A. DiCastri photo

Michael A. DiCastri, CMFC, ChFC®

Senior Investment Research Consultant

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Nicolas J. Brown photo

Nicolas J. Brown, CFA®, CAIA

Senior Investment Research Consultant

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Richard G. Iwanski photo

Richard G. Iwanski, CFA®, CAIA

Senior Investment Research Consultant

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Peter J. Sauer photo

Peter J. Sauer, CFA®

Investment Research Consultant

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Jerome S. Cesarz photo

Jerome S. Cesarz, CLU®, ChFC®

Senior Investment Consultant

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Seyda Marmara photo

Seyda Marmara

Portfolio Management Consultant

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Maria Cornejo photo

Maria Cornejo

Senior Portfolio Consultant

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Matthew L. Pritchard photo

Matthew L. Pritchard

Senior Portfolio Specialist

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Stefanie Yordan photo

Stefanie Yordan

Investment Research Analyst

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Christie Fischer photo

Christie Fischer

Portfolio Specialist

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Patrick J. Sheehy photo

Patrick J. Sheehy, WMS

Assistant Director – Private Client Services

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Kathryn Bartelt photo

Kathryn Bartelt

Assistant Director – Private Client Services

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Rebecca Fisher photo

Rebecca Fisher

Trust and PCS Sales Senior Specialist

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Jenna Koenings photo

Jenna Koenings

Trust and PCS Sales Specialist

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