Skip to main content

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

John E. (Jeb) Bentley

John E. (Jeb) Bentley,CFA®

Vice President – Head of Wealth and Investment Management and CEO & President of NMWMC

Brent Schutte

Brent Schutte*,CFA®

Wealth Management Company Chief Investment Officer

Bonnie Tomczak

Bonnie Tomczak

Vice President, Investment Products, 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 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

Fixed Income Team

Michael Helmuth

Michael A. Helmuth*

Chief Portfolio Manager, Fixed Income

Craig Kasap

Craig Kasap,CFA® CPWA®

Senior Portfolio Manager, Fixed Income

Jenna Koenings

Jenna Koenings

Associate Portfolio Manager, Fixed Income

MacKenzie Schill

MacKenzie Schill

Portfolio Manager Specialist, Fixed Income

Large Cap Equity Team

Matthew Stucky

Matthew P. Stucky*,CFA®

Vice President – Chief Portfolio Manager, Equities

Jeffery Nelson

Jeffery S. Nelson,CFA®

Senior Director/Senior Portfolio Manager, Equities

Jack Gorski

Jack GorskiCFA®

Portfolio Manager, Equities

Shayla Martin

Shayla Martin

Associate Portfolio Manager, Equities

NMWMC Research Team

Garrett Aird

Garrett D. Aird,CFA®

Vice President – NMWMC Investment Management & Research, Vice President – Mason Street Advisors

Dam Amiri

Dan Amiri

Senior Research & Portfolio Analyst, NMWMC Research

Nic Brown

Nicolas J. Brown*,CFA®, CAIA

Senior Research & Portfolio Analyst, NMWMC Research

Richard Iwanski

Richard G. Iwanski*,CFA®, CAIA

Senior Research & Portfolio Analyst, NMWMC Research

Michael Dicastri

Michael A. DiCastri,CMFC, ChFC®

Senior Research Analyst, NMWMC Research

Jim Murray

Jim Murray,CFA®

Senior Research Analyst, NMWMC Research

Peter Sauer

Peter J. Sauer,CFA®

Senior Investment Research Analyst, NMWMC Research

Tony Desrochers

Tony Desrochers,CFA®

Research Specialist, NMWMC Research

NMWMC Investment Consultant Team

Matthew Wilbur

Matthew D. Wilbur*

Senior Director, Advisory Investments

David Humphreys

David R. Humphreys*,CFA®

Assistant Director, Advisory Investments

Jerome Cesarz

Jerome S. Cesarz,CFA®, CLU®, ChFC®

Senior Investment Consultant

John Mlekoday

John A. Mlekoday,CFP®

Senior Investment Consultant

Christopher Rykwalder

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

Senior Investment Consultant

Jennifer Stell

Jennifer Stell

Senior Investment Consultant Advisor Recruiting

Christopher Moser

Christopher Moser

Investment Consultant

*Denotes Investment Strategy Committee Member

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.