Heartland Advisors, Inc.
Heartland Advisors, Inc.
Investment ManagersFinance
Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.
Troy William McGlone
Portfolio Manager-Equities
Margaret Kelsey
Public Communications Contact
North Shore Gas Co.
North Shore Gas Co.
Gas DistributorsUtilities
North Shore Gas Co. operates as a regulated natural gas delivery company. It serves residential, commercial, and industrial customers in different communities within the northern suburbs of Chicago. The company was founded in 1900 and is headquartered in Chicago, IL.
Margaret Kelsey
Corporate Secretary
The Peoples Gas Light & co*ke Co.
The Peoples Gas Light & co*ke Co.
Gas DistributorsUtilities
The Peoples Gas Light & co*ke Co. provides natural gas utility services to residential, commercial, industrial, and transportation customers in Chicago. It also manages portfolio of natural gas supply contracts, storage services, and pipeline transportation services. The company was founded in 1855 and is headquartered in Chicago, IL.
Margaret Kelsey
Corporate Secretary
Quarles & Brady LLP
Quarles & Brady LLP
Miscellaneous Commercial ServicesCommercial Services
Quarles & Brady LLP provides legal services. The firm offers data privacy and security, employee benefits, energy, environment and natural resources, real estate and tax services. The company was founded in 1892 and is headquartered in Milwaukee, WI.
Margaret Kelsey
Corporate Officer/Principal
Samuel Thomas
Private Equity Investor
Margaret Kelsey
Director/Board Member
Wisconsin Gas LLC
Wisconsin Gas LLC
Gas DistributorsUtilities
Wisconsin Gas LLC engages in the production and distribution of natural gas. Its services include electricity, natural gas, district energy (steam), and outages and leaks. The company was founded on March 27, 1852 and is headquartered in Milwaukee, WI.
Margaret Kelsey
Director/Board Member
Wisconsin Public Service Corp.
Wisconsin Public Service Corp.
Electric UtilitiesUtilities
Wisconsin Public Service Corp. provides electricity and natural gas utility services. The company operates through the following segments: Utility and Other. The Utility segment includes electric and natural gas utility operations. The electric utility operations engages in the generation, distribution, and sale of electricity in north-eastern Wisconsin. The natural gas utility operations engages in the purchase, distribution, and sale of natural gas to retail customers and the transportation of customer-owned natural gas in north-eastern Wisconsin. The Other segment includes non-utility activities, as well as equity earnings from its investment in WRPC. The company was founded in 1883 and is headquartered in Green Bay, WI.
Margaret Kelsey
Director/Board Member
Payden & Rygel
Payden & Rygel
Investment ManagersFinance
Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors.
Adam Michael Congdon
Portfolio Manager-Fixed Income
UMB Fund Services, Inc.
UMB Fund Services, Inc.
Financial ConglomeratesFinance
At UMB Fund Services, they recognize the unique challenges clients face. Their goal is to leave clients free to focus on client's primary goals: investment performance and growing assets under management. Having confidence in Client's back office will enhance client's ability to deliver on these goals.Their cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience the kind clients expect and deserve.In today's marketplace, clients need more than a provider; clients need a partner that recognizes they are a critical part of how clients do business and treats client's business as if it were their own.That's how they do business at UMB Fund Services, and how they deliver on their brand promise.
Carl L. Schemm
Corporate Officer/Principal
Longbow Research LLC
Longbow Research LLC
Investment ManagersFinance
Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.
Carl L. Schemm
Analyst-Equity
Nate Fredrick
Undergraduate Degree
Nils Weber
Corporate Officer/Principal
Stark & Roth LLC
Stark & Roth LLC
Investment ManagersFinance
Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments.
Troy William McGlone
Corporate Officer/Principal
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc.
Investment ManagersFinance
Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).
Noaman A. Q. Sharief
Kelly Morrison
Portfolio Manager-Fixed Income
Trading-Equity
North Shore Bank, FSB (Wisconsin)
North Shore Bank, FSB (Wisconsin)
Savings BanksFinance
North Shore Bank, FSB provides banking services. It offers checking and savings account, debit, prepaid and gift cards, mortgage, loans, and credit cards, deposit services, cash management, merchant services, college planning, and investment services. The company was founded in 1923 and is headquartered in Brookfield, WI.
Margaret Kelsey
Director/Board Member
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker)
Investment Banks/BrokersFinance
Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.
Timothy Keenan
Analyst-Equity
Oarsman Capital, Inc.
Oarsman Capital, Inc.
Investment ManagersFinance
Oarsman Capital, Inc. is an independent registered investment advisor headquartered in Milwaukee, Wisconsin with an additional office in Prairie du Sac and Brookfield. The firm was founded by Robert Phelps and Alan Purintun in 2000. Oarsman Capital provides investment management services, mutual fund/exchange-traded fund portfolios, and retirement plan advisory services to a variety of retail and institutional clients.
Jesus Garcia
Corporate Officer/Principal
Berbee Information Networks Corp.
Berbee Information Networks Corp.
Packaged SoftwareTechnology Services
Berbee Information Networks Corp. provides information technology solutions. It specializes in network infrastructure and unified communications, systems and storage, security, productivity applications and managed services. The company was founded by James G. Berbee in 1993 and is headquartered in Madison, WI.
William T. Schleicher
Director/Board Member
Margaret Kelsey
Corporate Officer/Principal
Margaret Kelsey
Director/Board Member
Troy William McGlone
Vicki Kalnins
Masters Business Admin
Undergraduate Degree
Noaman A. Q. Sharief
Undergraduate Degree
Björn Fastrich
Nils Weber
Undergraduate Degree
Undergraduate Degree
Modine Grenada LLC
Modine Grenada LLC
Metal FabricationProducer Manufacturing
Modine Grenada LLC manufactures stainless steel products. The company was founded on May 30, 2002 and is headquartered in Grenada, MS.
Margaret Kelsey
Corporate Secretary
Allianz Global Investors GmbH
Allianz Global Investors GmbH
Investment ManagersFinance
Allianz Global Investors GmbH (AGI) is an investment management firm headquartered in Frankfurt, Germany. The was founded in 1956 and is a subsidiary of Allianz Asset Management GmbH, which is owned by Allianz SE (ETR: ALV). AGI manages the group's assets and client-focused equity, fixed-income, and balanced portfolios. They also launch and manage equity and fixed-income mutual funds for individual and institutional clients.
Björn Fastrich
Portfolio Manager-Fixed Income
Teach For America, Inc.
Teach For America, Inc.
Miscellaneous Commercial ServicesCommercial Services
Teach For America, Inc. provides teachers and educational services to communities. It operates as corps of recent college graduates and professionals of various academic majors and career interests. The company?s corps members commit to teach in urban and rural public schools. The firm also offers early childhood education, math and science, and teach for all initiatives to address needs in education. Teach For America was founded by Wendy Kopp in 1990 and is headquartered in New York, NY.
Margaret Kelsey
Director/Board Member
Greater Milwaukee Foundation, Inc.
Greater Milwaukee Foundation, Inc.
Miscellaneous Commercial ServicesCommercial Services
Greater Milwaukee Foundation Inc. provides community and personalized services. It identifies important community needs and concerns and works with its donors to support programs bringing about positive change to people and communities. The organization was founded in 1915 and is headquartered in Milwaukee, WI.
Margaret Kelsey
Director/Board Member
Zoological Society of Milwaukee County
Zoological Society of Milwaukee County
Other Consumer ServicesConsumer Services
Zoological Society of Milwaukee County was established in 1910 as an informal group of community leaders who bought animals and raised funds for the Zoo. Today it is a non-profit organization with the mission to conserve, educate and support the Milwaukee County Zoo. The mission is to take part in conserving wildlife and endangered species, to educate people about the importance of wildlife and the environment, and to support the Milwaukee County Zoo.
Margaret Kelsey
Director/Board Member
Timothy Keenan
Corporate Officer/Principal
OnCourse Learning Corp.
OnCourse Learning Corp.
Miscellaneous Commercial ServicesCommercial Services
OnCourse Learning Corp. engages in the provision of education, pre-licensing, and corporate training services. Its online campuses provide pre-licensing and continuing education, as well as governance, risk, and compliance training solutions in the areas of nursing and allied health industries. The company was founded in 2007 and is headquartered in Brookfield, WI.
Joyce Andrews
Director/Board Member
Wolfe Research LLC
Wolfe Research LLC
Investment ManagersFinance
Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.
Jesus Garcia
Analyst-Equity
Castlelake LP
Castlelake LP
Investment ManagersFinance
Castlelake LP (Castlelake) is a private equity firm founded in 2005 by Rory Joseph O'Neill and Evan Andrew Carruthers. The firm is headquartered in Minneapolis, Minnesota.
J P Graveline
Private Equity Analyst
Leah A. Reed
Undergraduate Degree
Wisconsin Super Angel Fund
Wisconsin Super Angel Fund
Investment ManagersFinance
Wisconsin Super Angel Fund (Wisconsin Super Angel) is a venture capital firm founded in 2012. The firm is headquartered in Milwaukee, Wisconsin.
Matt Sobocinski
Private Equity Analyst
Matt Sobocinski
Undergraduate Degree
Kelly Morrison
Undergraduate Degree
Wells Fargo Securities LLC
Wells Fargo Securities LLC
Investment ManagersFinance
Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.
Jesus Garcia
Analyst-Equity
Riverwater Partners LLC
Riverwater Partners LLC
Investment ManagersFinance
Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations.
Nate Fredrick
Analyst-Equity
VD2-Shops NKW GmbH & Co. KG
VD2-Shops NKW GmbH & Co. KG
Electronics/Appliance StoresRetail Trade
VD2-Shops NKW GmbH & Co. KG is a German company that offers products and services related to mobile phones, landlines, internet, and TV. The private company is based in Barsinghausen, Germany. The CEOs of the company are Nils Weber, Kerstin Brahms, Maurice Raab.
Nils Weber
Chief Executive Officer
Pemberton Capital Advisors LLP
Pemberton Capital Advisors LLP
Investment ManagersFinance
Pemberton Capital Advisors LLP (Pemberton Capital Advisors) is a private equity firm founded in 2011 by Symon Drake-Brockman. The firm is headquartered in London with additional offices across the globe.
Nils Weber
Private Equity Investor
BW Forsyth Partners LLC
BW Forsyth Partners LLC
Investment ManagersFinance
BW Forsyth Partners LLC (BW Forsyth Partners) is a private equity firm founded in 2009 by Chet Walker, Kyle Chapman and Ryan L. Gable. The firm is headquartered in Clayton, Missouri.
Samuel Thomas
President
Margaret Kelsey
Corporate Officer/Principal
Margaret Kelsey
Graduate Degree
Margaret Kelsey
General Counsel
Upper Michigan Energy Resources Corp.
Upper Michigan Energy Resources Corp.
Engineering & ConstructionIndustrial Services
Part of WEC Energy Group, Inc., Upper Michigan Energy Resources Corp. constructs, owns and operates generating stations.
Margaret Kelsey
Director/Board Member