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

Aditi Javeri Gokhale

Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments

John E. (Jeb) Bentley

John E. (Jeb) Bentley   CFA®

Vice President, Wealth & Investment Management and CEO & President of NMWMC

Brent Schutte

Brent Schutte*,   CFA®

Chief Investment Officer

Bonnie Tomczak

Bonnie Tomczak

Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors

PRIVATE CLIENT SERVICES TEAM

David Andrzejewski

David Andrzejewski

Senior Director/ Portfolio Manager, Private Client Services

Daniel J. Adams

Daniel J. Adams

Senior Portfolio Manager, Private Client Services

Douglas H. Peck

Douglas H. Peck*,   CFA®

Senior Portfolio Manager, Private Client Services

Maclovio Vega

Maclovio Vega,   CFA®

Senior Portfolio Manager, Private Client Services

Stefanie Cheske

Stefanie Cheske

Portfolio Manager, Private Client Services

Matt Sobocinski

Matt Sobocinski,   CFA®

Portfolio Manager, Private Client Services

Aaron Thill

Aaron Thill

Portfolio Manager, Private Client Services

Daniel Baumgart

Daniel Baumgart

Associate Portfolio Manager, Private Client Services

Nicholas Creech

Nicholas Creech

Associate Portfolio Manager, Private Client Services

Zach Freudenberg

Zach Freudenberg

Associate Portfolio Manager, Private Client Services

Marisol Garcia

Marisol Garcia

Associate Portfolio Manager, Private Client Services

Jarodd White

Jarodd White

Associate Portfolio Manager, Private Client Services

Karissa Zanoni

Karissa Zanoni

Associate Portfolio Manager, Private Client Services

Erjola Borici

Erjola Borici

Portfolio Management Specialist, Private Client Services

Alejandro (Alex) Esquivel

Alejandro (Alex) Esquivel

Portfolio Management Specialist, Private Client Services

FIXED INCOME TEAM

Michael Helmuth

Michael A. Helmuth*

Chief Portfolio Manager, Fixed Income

Craig Kasap

Craig Kasap,   CFA®  CPWA®

Senior Portfolio Manager, Fixed Income

Rebecca Fisher

Rebecca Fisher

Portfolio Manager, Fixed Income

Jenna Koenings

Jenna Koenings

Associate Portfolio Manager, Fixed Income

LARGE CAP EQUITY TEAM

Jeffery S. Nelson

Jeffery S. Nelson,   CFA®

Senior Portfolio Manager, Equities

Matthew P. Stucky

Matthew P. Stucky*,   CFA®

Senior Portfolio Manager, Equities

Jack Gorski

Jack Gorski

Associate Portfolio Manager, Equities

Shayla Martin

Shayla Martin

Associate Portfolio Manager, Equities

NMWMC RESEARCH TEAM

Garrett D. Aird

Garrett D. Aird,   CFA®

Vice President, NMWMC Investment Management & Research

Dan Amiri

Dan Amiri,   CFA®

Senior Research & Portfolio Analyst, NMWMC Research

Nicolas J. Brown

Nicolas J. Brown*,    CFA®, CAIA

Senior Research & Portfolio Analyst, NMWMC Research

Richard G. Iwanski

Richard G. Iwanski*,   CFA®,  CAIA

Senior Research & Portfolio Analyst, NMWMC Research

Michael A. DiCastri

Michael A. DiCastri,    CMFC, ChFC®

Senior Research Analyst, NMWMC Research

Jim Murray

Jim Murray,   CFA®

Senior Research Analyst, NMWMC Research

Keith Dickerson

Keith Dickerson,   CFA®

Senior Research Analyst, NMWMC Research

Peter J. Sauer

Peter J. Sauer,   CFA®

Senior Research Analyst, NMWMC Research

Tony Desrochers

Tony Desrochers,   CFA®

Research Specialist, NMWMC Research

NMWMC INVESTMENT CONSULTANT TEAM

Matthew D. Wilbur

Matthew D. Wilbur*

Wealth & Investment Management

Steven M. Bruce

Steven M. Bruce,   CMT®

Senior Investment Consultant

Jerome S. Cesarz

Jerome S. Cesarz,   CFA®, CLU®, ChFC®

Senior Investment Consultant

David R. Humphreys

David R. Humphreys*,   CFA®

Senior Investment Consultant

John A. Mlekoday

John A. Mlekoday,    CFP®

Senior Investment Consultant

Christopher P. Rykwalder

Christopher P. Rykwalder,   CFP®, ChFC®, CLU®

Senior Investment Consultant

Katie Wood

Katie Wood

Senior Investment Consultant

Jennifer Stell

Jennifer Stell

Senior Investment Consultant Advisor Recruiting

Christopher Moser

Christopher Moser

Investment Consultant

MacKenzie Schill

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.