Our portfolio management team has worked together for over 13 years, and each member has over 30 years of industry experience. The team’s shared goal is to deliver the expected investment results and excellent client service.
Mary C. Brown, CFA, President, has 30 years experience in the investment management industry. During that time, she has gained broad knowledge in securities analysis, portfolio construction, client service, human resource management, regulatory compliance and strategic planning. A graduate of Wheaton College in Norton, Massachusetts with a BA degree, Ms. Brown joined Campbell Newman in November 1986 as an equity analyst. In 1991, she earned the Chartered Financial Analyst designation and, in 1994 she was made co-director of research. She was named director of research in 1995. In May 2003, she was elected President of Campbell Newman. Ms. Brown is an active community volunteer, having served on the Board of Directors of Women Investment Professionals and Junior Achievement Women’s Association, as well as on the Board of Advisors of the Digestive Disease Center at the Medical College of Wisconsin.
Rimas M. Milaitis, Director of Research, joined Campbell Newman in March of 2005. He has been employed in the equity investment management business since 1987. Most recently, Mr. Milaitis served as the portfolio manager of the Growth and Income equity mutual fund at Strong Capital Management. Prior to that, he served as portfolio manager and analyst at Aon, a Chicago-based insurance company, and the Illinois State Board of Investment. He graduated with a BS degree in economics from Illinois State University, and earned his MBA degree in finance from DePaul University.
Thomas H. Bolgert, CFA, Vice President-Portfolio Manager, joined Campbell Newman 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 also held investment analyst positions with First National Bank of Chicago and State of Michigan Retirement System. He graduated with a BS degree in business administration from Valparaiso University and earned his MBA degree in finance from University of Wisconsin-Madison.
John C. Bonnell, Director of Business Development, has 15 years experience in the investment management industry. Mr. Bonnell joined Campbell Newman Asset Management in June 2017. Most recently, Mr. Bonnell spent ten years at Artisan Partners working on the Intermediary and Institutional Distribution Teams. Prior to that, he held client-facing positions at Goldman Sachs and Robert W. Baird & Co. He graduated with a BS degree in finance from Butler University, and earned his MBA degree in marketing from Loyola University Chicago.
Robin J. Harrison, Chief Compliance Officer and Vice President, Operations, has 24 years of investment management industry experience with a focus on administration, trading and compliance. She joined Campbell Newman as a Portfolio Administrator in August of 1993, after spending approximately two years with Salomon Smith Barney. In 2002, she was promoted to Administrative Coordinator, assuming the responsibility for the supervision of the administrative staff. She graduated from Evangel University with a BBA degree in management and earned a certificate in supervisory management from Milwaukee Area Technical College in 2003. During 2009, Ms. Harrison earned the Investment Adviser Certified Compliance Professional (IACCP®) designation and, as of January 2, 2010, assumed the role of Chief Compliance Officer.
Jennifer L. DeCloux, Equity Trader, joined Campbell Newman 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 before rejoining Campbell Newman in July 2007. 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, she also has an extensive role in providing support across many aspects of client portfolio administration. She graduated from the University of Wisconsin-Milwaukee with a BBA degree in finance.
Chelsy M. Thostenson, Operations and Marketing Specialist, joined Campbell Newman in July 2012 following her May 2012 graduation from the University of Wisconsin-Milwaukee, where she majored in finance, and earned a certificate in entrepreneurship, as well. Ms. Thostenson was previously employed at The Prudential Insurance Company of America where she served as an agency marketing associate. At Campbell Newman, she will be providing administrative and back office support, as well as processing settlement and reconciliation of trades.