M&I Investment Management

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M&I Investment Management Employees

Employee
Years
Job
Industry
Ryan Bushman, CFA Ryan Bushman, CFA Milwaukee, Wisconsin Details
Ryan Bushman, CFA's M&I Investment Management Experience June 2005 - December 2007
Job Equity Analyst, SmallCap Growth and MidCap Growth, BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management  December 2007 - Present
M&I Investment Management   June 2005 - December 2007
M&I Investment Management   June 2003 - June 2005
M&I Trust Company  June 2000 - June 2003

Skills
Investments, Equity Research, Stock Picking, Stock Research

Education
Marquette University   2008 — 2010
Master of Business Administration (M.B.A.), Finance

University of Wisconsin-Whitewater   1996 — 2000
Bachelor of Business Administration (BBA), Finance

Abhishek Pulakanti, CFA, FRM Abhishek Pulakanti, CFA, FRM Greater Milwaukee Area Details
Abhishek Pulakanti, CFA, FRM's M&I Investment Management Experience November 2007 - March 2011
Job Vice President, Quantitative Credit Analyst
Industry Investment Management
Experience
Robert W. Baird & Co.   June 2013 - Present
BMO Asset Management US   October 2007 - June 2013
M&I Investment Management   November 2007 - March 2011
Sam Houston State University  August 2005 - May 2007
Port of Tacoma  May 2006 - September 2006

Skills
Financial Modeling, Fixed Income, Portfolio Management, Risk Management, Credit Analysis, Financial Risk, Mutual Funds, Finance, Credit Risk, Analysis, Bloomberg, Microsoft Excel, Equities, Financial Analysis, Data Analysis, Banking, Trading, Forecasting, Asset Management, Barclays Point, Asset Managment, Excel, CMS BondEdge, Counterparty Risk, Series 7

Education
Sam Houston State University   2005 — 2007
MBA, Finance

Sam Houston State University   2003 — 2005
MS, Computer Science

Vasavi College of Engg.   1999 — 2003
BE, Computer Science

St.Patricks High School   1987 — 1997

Kenneth Mayer, CFA, CAIA Kenneth Mayer, CFA, CAIA Las Vegas, Nevada Area Details
Kenneth Mayer, CFA, CAIA's M&I Investment Management Experience September 2001 - July 2004
Job Derivatives Trader at Colorado River Commission
Industry Financial Services
Experience
Colorado River Commission   December 2004 - Present
M&I Investment Management   September 2001 - July 2004
National City Bank of Minneapolis  March 2000 - September 2001
Wells Fargo  September 1999 - March 2000
Goldman Sachs  January 1999 - April 1999

Skills
Equities, Bloomberg, Portfolio Management, Derivatives, Trading, Equity Research, Hedging, Options, Quantitative Analytics, Investment Management, Mutual Funds, Asset Management, Asset Allocation, Investments, Securities, Hedge Funds, Quantitative Analysis, R, Matlab, Oracle SQL Developer, Python, Amazon Web Services..., SQL

Education
Northwestern University   2014 — 2016
Master's Degree, Predictive Analytics

University of Nevada Las Vegas Lee Business School   2004 — 2007
MBA, New Venture Management

University of Minnesota   1995 — 1998
B.S., Finance

Todd Hanson, PMP Todd Hanson, PMP Greater Milwaukee Area Details
Todd Hanson, PMP's M&I Investment Management Experience January 1996 - October 2005
Job Managing Partner Director Quantitative Technology at Convergence Investment Partners, LLC
Industry Investment Management
Experience
Convergence Investment Partners, LLC   November 2005 - Present
M&I Investment Management   January 1996 - October 2005

Education
University of Wisconsin-Milwaukee   1992 — 1996
Masters of Science, Management Information Systems

Marquette University   1985 — 1990
Bachelor of Science, Finance

Steven Meves Steven Meves Greater Milwaukee Area Details
Steven Meves's M&I Investment Management Experience July 2005 - November 2011
Job Senior Portfolio Manager at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual  November 2011 - Present
M&I Investment Management   July 2005 - November 2011
Robert W. Baird  2000 - 2005
Kimberly-Clark Corp.  1997 - 2000
United States Navy  1989 - 1994

Skills
Investment Management, Equities, Equity Valuation, Equity Research, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Finance, Asset Managment, Chartered Financial..., Alternative Investments, Bloomberg, Mutual Funds, Due Diligence, Financial Services, Valuation, Series 7, Financial Modeling, Hedge Funds, Options, Investment Advisory, Derivatives, Private Equity, Securities

Education
The University of Chicago - Booth School of Business   2002 — 2005
Master of Business Administration (M.B.A.)

University of Wisconsin-Madison - School of Business   1994 — 1997
BBA

Gwen E. Kuber Gwen E. Kuber Chicago, Illinois Details
Gwen E. Kuber's M&I Investment Management Experience 2000 - 2004
Job VP, Wealth Management Advisor, US Bank
Industry Investment Management
Experience
US Bank  August 2006 - Present
M&I Investment Management   2000 - 2004
First Pacific Advisors  1997 - 2000
J.P. Morgan Securities   1991 - 1997

Skills
FINRA, Banking, Marketing, Mutual Funds, Credit, Financial Analysis, Fixed Income, Equities, Retirement Planning, Series 63, Investment Strategies, Sales, Investment Advisory, Cash Management, Hedge Funds

Education
MBA   1990 — 1991
MBA, Thunderbird International

Boston College   1986 — 1990
BS, Finance

Whitefish Bay High   1983 — 1986

Sonia S. Patel, CFA Sonia S. Patel, CFA Ann Arbor, Michigan Details
Sonia S. Patel, CFA's M&I Investment Management Experience 1998 - 2002
Job Senior Vice President & Investment Officer at Bank of Ann Arbor
Industry Investment Management
Experience
Bank of Ann Arbor  2011 - Present
JPMorgan Asset Management  2005 - 2011
JPMorgan Asset Management  2003 - 2005
M&I Investment Management   1998 - 2002
Market Probe, Inc.   1995 - 1996

Skills
New Business Development, Portfolio Management, Series 65, Securities, Asset Management, Relationship Management, Equities, Business Development, Series 7, Alternative Investments, FINRA

Education
London School of Economics and Political Science
MSc, Finance

University of Wisconsin-Madison
BBA, Marketing, Management, International Business

Jill Demski Jill Demski Greater Milwaukee Area Details
Jill Demski's M&I Investment Management Experience 2004 - 2007
Job Director of Compliance at Artisan Partners Limited Partnership
Industry Investment Management
Experience
Artisan Partners Limited Partnership  June 2007 - Present
M&I Investment Management   2004 - 2007
Strong Capital Management  2000 - 2004

Education
Marquette University Law School
Juris Doctor (J.D.)

Cardinal Stritch University
MBA

Carol Daebler Carol Daebler Greater Milwaukee Area Details
Carol Daebler's M&I Investment Management Experience 2000 - Present
Job Wholesaler at M&I Bank
Industry Banking
Experience
M&I Bank  March 2000 - Present
M&I Investment Management   2000 - Present
BMO Asset Management   2000 - Present
M&I Bank  2000 - July 2011
M&I Wealth Management  2000 - July 2011

Education
University of Phoenix
Business Administration and Management, General