Investment Team

THE NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY INVESTMENT TEAM

When you work with us, you’ll have the ongoing support of the Northwestern Mutual Wealth Management Company Investment Team as they work closely with your advisor to bring their expertise and thought leadership to your investment portfolio.

SENIOR LEADERSHIP TEAM

Aditi Javeri Gokhale

Aditi Javeri Gokhale

Chief Commercial Officer and President of Investment Products and Services

Brent Schutte

Brent Schutte*,   CFA®

Chief Investment Strategist

Evamarie Schoenborn

Evamarie Schoenborn

President & CEO, Northwestern Mutual Wealth Management Company

Bonnie Tomczak

Bonnie Tomczak

Vice President, IPS Advisory Programs

PRIVATE CLIENT SERVICES TEAM

David Andrzejewski

David Andrzejewski

Senior Director/ Portfolio Manager, Private Client Services

Daniel J. Adams

Daniel J. Adams

Portfolio Manager, Private Client Services

Douglas H. Peck

Douglas H. Peck*,   CFA®

Portfolio Manager, Private Client Services

Matt Sobocinski

Matt Sobocinski,   CFA®

Portfolio Manager, Private Client Services

Maclovio Vega

Maclovio Vega,   CFA®

Portfolio Manager, Private Client Services

Stefanie Cheske

Stefanie Cheske

Associate Portfolio Manager, Private Client Services

Marisol Garcia

Marisol Garcia

Associate Portfolio Manager, Private Client Services

Ravi Mogallapu

Ravi Mogallapu

Associate Portfolio Manager, Private Client Services

Aaron Thill

Aaron Thill

Associate Portfolio Manager, Private Client Services

Karissa Zanoni

Karissa Zanoni

Associate Portfolio Manager, Private Client Services

FIXED INCOME TEAM

Michael Helmuth

Michael A. Helmuth*

Chief Portfolio Manager, Fixed Income

Craig Kasap

Craig Kasap,   CFA®  CPWA®

Senior Portfolio Manager, Fixed Income

Rebecca Fisher

Rebecca Fisher

Portfolio Manager, Fixed Income

Jenna Koenings

Jenna Koenings

Associate Portfolio Manager, Fixed Income

LARGE CAP EQUITY TEAM

Jeffery S. Nelson

Jeffery S. Nelson,   CFA®

Senior Portfolio Manager, Equities

Matthew P. Stucky

Matthew P. Stucky*,   CFA®

Senior Portfolio Manager, Equities

Jack Gorski

Jack Gorski

Portfolio Management Specialist, Equities

NMWMC RESEARCH TEAM

Garrett D. Aird

Garrett D. Aird,   CFA®

Senior Director, NMWMC Research

Nicolas J. Brown

Nicolas J. Brown*,   CFA®, CAIA

Senior Research Analyst, NMWMC Research

Michael A. DiCastri

Michael A. DiCastri,   CMFC, ChFC®

Senior Research Analyst, NMWMC Research

Richard G. Iwanski

Richard G. Iwanski*,   CFA®,  CAIA

Senior Research & Portfolio Analyst, NMWMC Research

Jim Murray

Jim Murray,   CFA®

Senior Research Analyst, NMWMC Research

Keith Dickerson

Keith Dickerson,   CFA®

Research Analyst, NMWMC Research

Peter J. Sauer

Peter J. Sauer,   CFA®

Research Analyst, NMWMC Research

Tony Desrochers

Tony Desrochers

Research Specialist, NMWMC Research

NMWMC INVESTMENT CONSULTANT TEAM

Matthew D. Wilbur

Matthew D. Wilbur*

Senior Director, Advisory Investments

Steven M. Bruce

Steven M. Bruce,   CMT

Senior Investment Consultant

Jerome S. Cesarz

Jerome S. Cesarz,   CFA®, CLU®, ChFC®

Senior Investment Consultant

David R. Humphreys

David R. Humphreys*,   CFA®

Senior Investment Consultant

Jennifer Stell

Jennifer Stell,   CFA®

Senior Investment Consultant Advisor Recruiting

Brandon Hofmann

Brandon Hofmann,   CFA®

Investment Consultant

John A. Mlekoday

John A. Mlekoday,   CFP®

Investment Consultant

Christopher P. Rykwalder

Christopher P. Rykwalder,   CFP®, ChFC®, CLU®

Investment Consultant


*Denotes Investment Strategy Committee Member

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual Investment Services, LLC, (securities) subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC. Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, (investment management, trust services, and fee-based financial planning) subsidiary of NM, limited purpose federal savings bank. Mason Street Advisors, LLC, a subsidiary of NM and a registered investment advisor.