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
Executive Vice President – Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
John E. (Jeb) Bentley,CFA®
Vice President – Head of Wealth and Investment Management and CEO & President of NMWMC
Brent Schutte*,CFA®
Wealth Management Company Chief Investment Officer
Bonnie Tomczak
Vice President, Investment Products, President, Mason Street Advisors
Private Client Services
David Andrzejewski
Senior Director/Portfolio Manager, Private Client Services
Daniel J. Adams
Senior Portfolio Manager, Private Client Services
Douglas H. Peck*,CFA®
Portfolio Manager, Private Client Services
Maclovio Vega,CFA®
Portfolio Manager, Private Client Services
Matt Sobocinski,CFA®
Portfolio Manager, Private Client Services
Aaron Thill
Portfolio Manager, Private Client Services
Stefanie Cheske
Portfolio Manager, Private Client Services
Nicholas Creech
Associate Portfolio Manager, Private Client Services
Zach Freudenberg
Associate Portfolio Manager, Private Client Services
Marisol Garcia
Associate Portfolio Manager, Private Client Services
Karissa Zanoni
Associate Portfolio Manager, Private Client Services
Erjola Borici
Portfolio Management Specialist, Private Client Services
Alejandro (Alex) Esquivel
Portfolio Management Specialist, Private Client Services
Fixed Income Team
Michael A. Helmuth*
Chief Portfolio Manager, Fixed Income
Craig Kasap,CFA® CPWA®
Senior Portfolio Manager, Fixed Income
Rebecca Fisher
Portfolio Manager, Fixed Income
Jenna Koenings
Associate Portfolio Manager, Fixed Income
Large Cap Equity Team
Jeffery S. Nelson,CFA®
Senior Portfolio Manager, Equities
Matthew P. Stucky*,CFA®
Senior Portfolio Manager, Equities
Jack Gorski
Associate Portfolio Manager, Equities
NMWMC Research Team
Garrett D. Aird,CFA®
Vice President, NMWMC Research
Dan Amiri
Senior Research & Portfolio Analyst, NMWMC Research
Nicolas J. Brown*,CFA®, CAIA
Senior Research & Portfolio Analyst, NMWMC Research
Richard G. Iwanski*,CFA®, CAIA
Senior Research & Portfolio Analyst, NMWMC Research
Michael A. DiCastri,CMFC, ChFC®
Senior Research Analyst, NMWMC Research
Jim Murray,CFA®
Senior Research Analyst, NMWMC Research
Keith Dickerson,CFA®
Senior Investment Research Analyst, NMWMC Research
Peter J. Sauer,CFA®
Senior Investment Research Analyst, NMWMC Research
Tony Desrochers,CFA®
Research Specialist, NMWMC Research
NMWMC Investment Consultant Team
Matthew D. Wilbur*
Wealth & Investment Management
Steven M. Bruce, CMT®
Senior Investment Consultant
Jerome S. Cesarz,CFA®, CLU®, ChFC®
Senior Investment Consultant
David R. Humphreys*,CFA®
Senior Investment Consultant
John A. Mlekoday,CFP®
Senior Investment Consultant
Christopher P. Rykwalder,CFP®, ChFC®, CLU®
Senior Investment Consultant
Katie Wood
Senior Investment Consultant
Jennifer Stell, CFA®
Senior Investment Consultant Advisor Recruiting
Christopher Moser
Investment Consultant
*Denotes Investment Strategy Committee Member
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.