Investment Team

Northwestern Mutual Wealth Management Company®

When you invest in Northwestern Mutual, there’s a bigger plan.

Your goals for the future are your own, so you plan to achieve them should be one of a kind. When you work with us, you’ll get a personalized financial plan – one in which investments and insurance work together to help you grow and manage your wealth while protecting everything you’ve worked so hard for.

You’ll work with credentialed advisors who have ongoing access to the thought leadership of our Wealth Management Investment Team. This dedicated team comprises over 30 investment experts with an average of more than 15 years of specialized investment experience – many of whom are CFA® charterholders. Frequently featured in major national media outlets, this team brings their insights into your investment strategy.

Brent Schutte

Brent Schutte* CFA®

Chief Investment Strategist

Michael Helmuth

Michael A. Helmuth*

Chief Portfolio Manager – Fixed Income

Craig Kasap

Craig Kasap CFA®

Senior Portfolio Manager – Fixed Income

Garrett D. Aird

Garrett D. Aird* CFA®

Director – WMC Research

Daniel J. Adams

Daniel J. Adams

Portfolio Manager – Private Client Services

Douglas H. Peck

Douglas H. Peck* CFA®

Portfolio Manager – Private Client Services

David Andrzejewski

David Andrzejewski

Portfolio Manager – Private Client Services

Matthew P. Stucky

Matthew P. Stucky* CFA®

Portfolio Manager – Equities

David R. Humphreys

David R. Humphreys* CFA®

Portfolio Manager – Private Client Services

Maclovio Vega

Maclovio Vega CFA®

Portfolio Manager – Private Client Services

Jeffery S. Nelson

Jeffery S. Nelson CFA®

Portfolio Manager – Equities

Matthew D. Wilbur

Matthew D. Wilbur*

Assistant Director – Advisory Investments

Jerome S. Cesarz

Jerome S. Cesarz CFA®, CLU®, ChFC®

Senior Investment Consultant

Nicolas J. Brown

Nicolas J. Brown* CFA®, CAIA

Senior Research Analyst

Stefanie Cheske

Stefanie Cheske

Portfolio Management Associate

Steven M. Bruce

Steven M. Bruce CFT

Investment Consultant

Michael A. DiCastri

Michael A. DiCastri CMFC, ChFC®

Senior Research Analyst

Keith Dickerson

Keith Dickerson CFA®

Research Analyst

Richard G. Iwanski

Richard G. Iwanski CFA®, CAIA

Senior Research Analyst

Rebecca Fisher

Rebecca Fisher

Portfolio Management Associate – Fixed Income

Jenna Koenings

Jenna Koenings

Portfolio Management Associate

Jack Gorski

Jack Gorski

Investment Research Analyst – Equities

Carson McGill

Carson McGill

Portfolio Specialist

Brandon Hofmann

Brandon Hofmann CFA®

Investment Consultant

John A. Mlekoday

John A. Mlekoday CFP®

Investment Consultant

Christopher P. Rykwalder

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

Investment Consultant

Aaron Thill

Aaron Thill

Portfolio Management Associate

Peter J. Sauer

Peter J. Sauer CFA®

Research Analyst

Michael Viroglio

Michael Viroglio

Investment Analyst – Fixed Income

Matt Sobocinski

Matt Sobocinski CFA®

Portfolio Management Associate

Karissa Zanoni

Karissa Zanoni

Portfolio Management Associate


*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.
61-1237-05 (REV 0319)