Investment Team
Northwestern Mutual Wealth Management Company®
When you invest in Northwestern Mutual, there’s a bigger plan.
Your goals for the future are your own, so your plan to achieve them should be one of a kind. When you work with us, you’ll get a personalized financial plan – one in which investments and insurance work together to help you grow and manage your wealth while protecting everything you’ve worked so hard for.
You’ll work with credentialed advisors who have ongoing access to the thought leadership of our Wealth Management Investment Team. This dedicated team comprises over 30 investment experts with an average of more than 15 years of specialized investment experience – many of whom are CFA® charterholders. Frequently featured in major national media outlets, this team brings their insights into your investment strategy.
Brent Schutte* CFA®
Chief Investment Strategist
Michael A. Helmuth*
Chief Portfolio Manager – Fixed Income
Craig Kasap CFA®
Senior Portfolio Manager – Fixed Income
Garrett D. Aird* CFA®
Senior Director – NMWMC Research
Daniel J. Adams
Portfolio Manager – Private Client Services
Douglas H. Peck* CFA®
Portfolio Manager – Private Client Services
David Andrzejewski
Senior Director – Private Client Services
Matthew P. Stucky* CFA®
Portfolio Manager – Equities
David R. Humphreys* CFA®
Senior Investment Consultant
Maclovio Vega CFA®
Portfolio Manager – Private Client Services
Jeffery S. Nelson CFA®
Portfolio Manager – Equities
Matthew D. Wilbur*
Senior Director – Advisory Investments
Jerome S. Cesarz CFA®, CLU®, ChFC®
Senior Investment Consultant
Nicolas J. Brown* CFA®, CAIA
Senior Research Analyst
Stefanie Cheske
Associate Portfolio Manager – PCS
Tony Desrochers
Research Specialist
Steven M. Bruce CMT
Senior Investment Consultant
Michael A. DiCastri CMFC, ChFC®
Senior Research Analyst
Keith Dickerson CFA®
Research Analyst
Richard G. Iwanski CFA®, CAIA
Senior Research Analyst
Rebecca Fisher
Associate Portfolio Manager – Fixed Income
Jenna Koenings
Associate Portfolio Manager – PCS
Jack Gorski
Associate Portfolio Manager – Equities
Brandon Hofmann CFA®
Investment Consultant
John A. Mlekoday CFP®
Investment Consultant
Jim Murray CFA®
Senior Research Analyst
Christopher P. Rykwalder CFP®, ChFC®, CLU®
Investment Consultant
Aaron Thill
Associate Portfolio Manager – PCS
Peter J. Sauer CFA®
Research Analyst
Michael Viroglio
Associate Portfolio Manager – Fixed Income
Matt Sobocinski CFA®
Associate Portfolio Manager – PCS
Karissa Zanoni
Associate Portfolio Manager – PCS
*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.
61-1237-05 (REV 0319)