Board of Advisors

President of a billion dollar Private Equity Firm

This advisor is the president and co-founder of a large private equity firm. He is a member of the firm’s Executive and Investment Committees and also oversees the firm’s Midwest operations. Throughout his career, he has conducted hundreds of millions of dollars of private investment transactions. Prior to his work in private equity, he spent several years as an attorney and was special counsel to a commercial real estate holding company. He holds a J.D., cum laude, from the New England School of Law where he was honored by being an editor of, and published in, the school’s academic Journal, and received his undergraduate degree from the University of Wisconsin-Madison.  

President of a global insurance services company

This advisor is the president of a large, global company that provides an array of services focused on the high-end life insurance market. His area of specialization is premium finance operating as both a direct lender and facilitator/arranger of third-party loans. His company is well recognized throughout the industry as a low-cost, client-centric traditional loan provider that takes care to conform to industry guidelines and carrier requirements. He earned an MBA in Marketing from the University of Wisconsin-Madison.

Chief Fixed Income Investment Officer (retired) at Lincoln Capital Management

This advisor was Chief Fixed Income Investment Officer and Managing Director of Lincoln Capital Management (now Lehman Brothers Asset Management). He was also Vice President of the First National Bank of Chicago, as well as a fixed income portfolio manager at Harris Trust and Savings Bank. He has an ABD in Finance, Investments and Banking from the University of Wisconsin – Madison, as well as an MBA from the University of Wisconsin and a B.S in Management from Rensselaer.

Academic Director of a prestigious academic center; Associate Professor at the University of Wisconsin-Madison

This advisor is the Academic Director of a prestigious academic center and is an Associate Professor in the School of Business at the University of Wisconsin-Madison. He is a member of the Academic Advisory Council of the Federal Reserve Bank of Chicago. Earlier in his career, he was an economist at the Federal Reserve Board. He is widely published on issues related to the U.S. housing markets and has developed price indexes for land in residential use. He is a frequent lecturer at Universities and Central Banks around the world and he holds a Ph.D. in Economics from the University of Pennsylvania.

Principal and Senior Portfolio Manager at an investment firm.

This advisor is a Partner and Senior Portfolio Manager of a Wisconsin-based investment firm which manages over $1 billion. He as over 27 years of investment experience. Prior to this he was a Senior Portfolio Manager at US Bancorp. He has a BBA from the University of Wisconsin-Madison.