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Campbell Newman Asset Management features the talents of a team of seasoned investment professionals, the senior members of which average more than 20 years of experience in the investment industry.
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Mary C. Brown, CFA, President, graduated from Wheaton College in Norton, Massachusetts with a BA degree. She began her work at Campbell Newman Asset Management in November 1986 as an equity analyst. In 1992, Ms. Brown was promoted to vice president,and in 1994 she was made co-director of research. She was named director of research in 1995. In May 2003, she was named President of CNAM. Ms. Brown is also a portfolio manager and chairs the Investment Policy Committee, which directs the firm's policy concerning portfolio construction and security selection. Ms. Brown is an active community volunteer, serving on the Board of Directors of Junior Achievement Women’s Association, Columbia Health Systems and Columbia St. Mary’s Foundation, as well as on the Advisory Board for the College of Education at Cardinal Stritch University and the investment committee at St. John’s Communities.
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Rimas Milaitis, Director of Research, joined Campbell Newman Asset Management in March of 2005. He has been employed in the equity investment management business since 1987. Most recently, Mr. Milaitis was employed at a nationally recognized midwest investment management firm where he served as a portfolio manager of several growth & income equity mutual funds. Prior to that, he served as portfolio manager and analyst at a Chicago-based insurance company and the Illinois State Board of Investment. Mr. Milaitis heads our equity research efforts and is a member of our security selection committee. He graduated with a BS degree in economics from Illinois State University, and earned his MBA degree in finance from DePaul University.
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Thomas H. Bolgert, CFA, Vice President, joined Campbell Newman Asset Management in April 2002. Mr. Bolgert started in the business in 1985 and was most recently employed at Amcore Financial as a portfolio manager for the Vintage Funds. Prior to Amcore, he was a vice president and analyst at Firstar Investment Research and Management Company, LLC (FIRMCO). Mr. Bolgert is a member of our security selection committee and while his primary responsibility is equity research, he also has portfolio management duties. He graduated with a BS degree in business administration from Valparaiso University and received his MBA degree in finance from University of Wisconsin-Madison.
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Robin J. Harrison, Administrative Coordinator, graduated from Evangel University with a BBA degree in Management and earned a Certificate in Supervisory Management from Milwaukee Area Technical College. Ms. Harrison joined Campbell Newman as a Portfolio Administrator in August of 1993, after spending almost two years with Salomon Smith Barney. She was promoted to Administrative Coordinator in 2002. She is responsible for the overall supervision of the administrative staff. In addition to her responsibilities as Administrative Coordinator, Ms. Harrison also performs the performance composite calculations, updates and distributes all equity marketing materials and provides support in both the compliance duties and equity trading duties.
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Jennifer L. DeCloux, Equity Trader, graduated from the University of Wisconsin-Milwaukee with a BBA degree in Finance. Ms. DeCloux joined our firm in 1986 as a Portfolio Administrator. She became the Head Equity Trader in 1996 and was instrumental in creating that department. She was with our firm for more than 16 years before moving to the investment management division of Robert W. Baird & Co. for one year. She then spent three years in residential real estate for First Weber Group as an independent contractor. She has extensive experience in all aspects of trade execution, processing and settlement, as well as a thorough knowledge of the Advent portfolio management software suite. As Equity Trader, Ms. DeCloux is responsible for the equity trading function, but she also has an extensive role in providing support across many aspects of client portfolio administration.
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Ayanna G. Allen, Accounting Manager, joined Campbell Newman Asset Management in December 2003. Ms. Allen earned her BBA degree in Accounting from Lakeland College. With 10 years of experience, Ms. Allen has a broad knowledge of all accounting functions. She is responsible for preparing all financial reports, the administration of the company’s benefit plans and purchasing. |