Team

James B. Kitzinger CFA, CPA

James B. Kitzinger CFA, CPA

Principal, Portfolio Manager
  • Investment Experience: 37 Years
  • Education:
    • BBA in Accounting/Finance, University of Wisconsin-Oshkosh, Oshkosh, WI
    • MBA in Finance, University of Wisconsin-Madison, Madison, WI
    • Certified Public Accountant
  • Prior Experience:
    • Firstar Trust Co.
    • First Wisconsin
  • Member of the CFA Society of Milwaukee
Carl J. Fuda

Carl J. Fuda

Principal
  • Experience: 36 Years
  • Education:
    • BBA in Business Administration, St. Norbert College, De Pere, WI
    • MBA in Business Administration, Marquette University, Milwaukee, WI
  • Prior Experience:
    • MTI Technology
    • Deluxe Data
    • Miller Brewing Co.
Mark A. Sailer, CFA

Mark A. Sailer, CFA

Principal, Portfolio Manager
  • Investment Experience: 13 Years
  • Education:
    • BS in Accounting and Finance, Marquette University, Milwaukee, WI
  • Member of the CFA Society of Milwaukee
Katherine R. Licau, CFA

Katherine R. Licau, CFA

Principal, Portfolio Manager
  • Investment Experience: 12 Years
  • Education:
    • BS in Finance and Business Economics, Marquette University, Milwaukee, WI
  • Member of the CFA Society of Milwaukee
Tracey S. Campbell

Tracey S. Campbell

Business/Office Manager, Client Specialist
  • Investment Experience: 37 Years
  • Education:
    • University of Wisconsin, Milwaukee
  • Prior Experience:
    • Firstar Trust Co.
    • Brokerage/Insurance
Lisa M. Behnke

Lisa M. Behnke

Office Administration, Client Service
  • Investment Experience: 10 Years
  • Education:
    • Bachelor of Arts, Lakeland College
  • Prior Experience:
    • Accounting
    • Administration