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
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 G. Schutte*,CFA®
Wealth Management Company Chief Investment Officer
Bonnie L. Tomczak, CPA®
Vice President, Investment Products
President, Mason Street Advisors
PRIVATE CLIENT SERVICES TEAM
David Andrzejewski
Senior Director/ Portfolio Manager, Private Client Services
Daniel J. Adams
Senior Portfolio Manager, Private Client Services
Douglas H. Peck*, CFA®
Senior Portfolio Manager, Private Client Services
Maclovio Vega, CFA®
Senior Portfolio Manager, Private Client Services
Stefanie Cheske
Portfolio Manager, Private Client Services
Matt Sobocinski, CFA®
Portfolio Manager, Private Client Services
Aaron Thill
Portfolio Manager, Private Client Services
Daniel Baumgart
Associate 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
Jarodd White
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
Shayla Martin
Associate Portfolio Manager, Equities
NMWMC RESEARCH TEAM
Garrett D. Aird, CFA®
Vice President – NMWMC Investment Management & Research
Vice President – Mason Street Advisors
Dan Amiri, CFA®, CAIA
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®
Manager Research and Senior Research Analyst
NMWMC Research
Keith Dickerson, CFA®
Senior Research Analyst, NMWMC Research
Peter J. Sauer, CFA®
Senior Research Analyst, NMWMC Research
Tony Desrochers, CFA®
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
John A. Mlekoday, CFP®
Senior Investment Consultant
Christopher P. Rykwalder, CFP®, ChFC®, CLU®
Senior Investment Consultant
Katie Wood
Senior Investment Consultant
Jennifer Stell
Senior Investment Consultant Advisor Recruiting
Christopher Moser
Investment Consultant
MacKenzie Schill
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.