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© 2023 Campbell Newman Asset Management, Inc.
President
Portfolio Manager/Analyst
Mary C. Brown, CFA, President, Portfolio Manager/Analyst, has over 35 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. Ms. Brown joined Campbell Newman Asset Management in November 1986 as an equity analyst. In 1995 she was named Director of Research. In May 2003, she was elected President of Campbell Newman. Ms. Brown graduated from Wheaton College in Norton, Massachusetts with a BA degree and is a Chartered Financial Analyst charterholder. 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 Chairman on the Board of Advisors of the Digestive Disease Center at the Medical College of Wisconsin. She currently serves on the YPO Gold Wisconsin Board as Assistant Learning Officer.
Director of Research
Portfolio Manager/Analyst
Rimas M. Milaitis, Director of Research, Portfolio Manager/Analyst, has over 35 years experience in the investment management industry. Mr. Milaitis joined Campbell Newman in March 2005 after serving as the Portfolio Manager of the Growth & Income Equity mutual fund at Strong Capital Management. Prior to that, he served as Portfolio Manager and Analyst at Aon 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.
Chief Compliance Officer
Operations Manager
Robin J. Harrison, IACCP®, Chief Compliance Officer, Operations Manager, has over 30 years of investment management industry experience with a focus on administration, trading and compliance. She joined Campbell Newman as a Portfolio Administrator in August 1993, after spending approximately two years with Salomon Smith Barney. In 2002, she was promoted to Administrative Coordinator, assuming responsibility for the supervision of the administrative staff. In January 2010, she assumed the role of Chief Compliance Officer. Ms. Harrison graduated from Evangel University with a BBA degree in Management and earned a certificate in Supervisory Management from Milwaukee Area Technical College in 2003. In 2009, Ms. Harrison earned the Investment Adviser Certified Compliance Professional (IACCP®) designation.
Portfolio Manager
Analyst
Thomas H. Bolgert, CFA, Portfolio Manager/Analyst, has over 35 years experience in the investment management industry. Mr. Bolgert joined Campbell Newman in April 2002 after serving as a Portfolio Manager at Amcore Financial for the Vintage Funds. Prior to that, 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 received his MBA degree in Finance from University of Wisconsin-Madison and is a Chartered Financial Analyst charterholder.
Director of Business Development
John C. Bonnell, Director of Business Development, began his career in the investment management industry in 2002. Mr. Bonnell joined Campbell Newman 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. Mr. Bonnell is an active community volunteer. He serves on the Board of the Cedar Lakes Conservation Foundation. A former Trustee of the University School of Milwaukee, he currently serves on the school’s 403(b) Plan Committee.
Senior Trading & Operations Specialist
Jennifer L. DeCloux, Senior Trading & Operations Specialist, has over 30 years experience in the investment management industry with extensive experience in all aspects of trade execution, processing and settlement and has also played an extensive role in providing support across many aspects of client portfolio administration. Ms. DeCloux joined Campbell Newman in 1986 as a Portfolio Administrator and became Head Equity Trader in 1996. She has also worked at Robert W. Baird & Co. and First Weber Group. She rejoined Campbell Newman in July 2007. Ms. DeCloux graduated from the University of Wisconsin-Milwaukee with a BBA degree in Finance.
Senior Marketing & Operations Specialist
Chelsy M. Thostenson, Senior Marketing and Operations Specialist, began her career in the investment management industry in 2012. Ms. Thostenson provides client portfolio administration, marketing and back office support, including processing settlement and reconciliation of trades. Ms. Thostenson joined Campbell Newman in July 2012. She previously served at The Prudential Insurance Company of America as an Agency Marketing Associate. Ms. Thostenson graduated from the University of Wisconsin-Milwaukee, where she earned a BBA degree in Finance and a certificate in Entrepreneurship.
Portfolio Manager
Analyst
Jeremy A. Ellis, CFA, Portfolio Manager/Analyst, began his career in the investment management industry in 2007. Mr. Ellis joined Campbell Newman in February 2021, following five years as a Portfolio Manager and Equity Analyst at Baird for the Baird Rising Dividend Portfolio and Baird Recommended Portfolio. From 2014 to 2015, he served as an equity analyst at United Capital Financial Advisers and, prior to that, as an equity analyst at Spot Trading LLC. He graduated with a BS degree in Finance from the University of Wisconsin-La Crosse and is a Chartered Financial Analyst charterholder. In addition, Mr. Ellis has passed Level II of the Chartered Market Technician Exam.
Operations Associate
Joshua R. Duimstra, Operations Associate, graduated from Iowa State University, earning a BS degree in Finance, in May 2023. Mr. Duimstra assists in back-office support, including trade settlement and reconciliation, as well as client portfolio administration. He previously served as a Portfolio Accounting Intern in Investment Operations with Principal Financial Group.