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
Chief Commercial Officer and President of Investment Products and Services
Brent Schutte*, CFA®
Chief Investment Strategist
Bonnie Tomczak
Vice President, IPS Advisory Programs
PRIVATE CLIENT SERVICES TEAM
David Andrzejewski
Senior Director/ Portfolio Manager, Private Client Services
Daniel J. Adams
Portfolio Manager, Private Client Services
Douglas H. Peck*, CFA®
Portfolio Manager, Private Client Services
Matt Sobocinski, CFA®
Portfolio Manager, Private Client Services
Maclovio Vega, CFA®
Portfolio Manager, Private Client Services
Stefanie Cheske
Associate Portfolio Manager, Private Client Services
Marisol Garcia
Associate Portfolio Manager, Private Client Services
Ravi Mogallapu
Associate Portfolio Manager, Private Client Services
Aaron Thill
Associate Portfolio Manager, Private Client Services
Karissa Zanoni
Associate Portfolio Manager, 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
Portfolio Management Specialist, Equities
NMWMC RESEARCH TEAM
Garrett D. Aird, CFA®
Senior Director, NMWMC Research
Nicolas J. Brown*, CFA®, CAIA
Senior Research Analyst, NMWMC Research
Michael A. DiCastri, CMFC, ChFC®
Senior Research Analyst, NMWMC Research
Richard G. Iwanski*, CFA®, CAIA
Senior Research & Portfolio Analyst, NMWMC Research
Jim Murray, CFA®
Senior Research Analyst, NMWMC Research
Keith Dickerson, CFA®
Research Analyst, NMWMC Research
Peter J. Sauer, CFA®
Research Analyst, NMWMC Research
Tony Desrochers
Research Specialist, NMWMC Research
NMWMC INVESTMENT CONSULTANT TEAM
Matthew D. Wilbur*
Senior Director, Advisory Investments
Steven M. Bruce, CMT
Senior Investment Consultant
Jerome S. Cesarz, CFA®, CLU®, ChFC®
Senior Investment Consultant
David R. Humphreys*, CFA®
Senior Investment Consultant
Jennifer Stell
Senior Investment Consultant Advisor Recruiting
Brandon Hofmann, CFA®
Investment Consultant
John A. Mlekoday, CFP®
Investment Consultant
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.