CMC relies on outsourced consultants and advisors to help keep corporate development
and performance on track. These individuals possess a wide
array of talents and skills with a common foundation including
experience, sound judgment and business success. We rely on their
collective wisdom to guide us in our growth. We are grateful for
their time, counsel and friendship.
Brian Jacobsen, Ph.D., CFA, CFP® Independent Research Economist
Dr. Jacobsen is a professor at Wisconsin Lutheran College, a conservative Lutheran liberal arts college. He also lectures at the graduate level in money and banking, financial strategy, and advanced investment theory.
Dr. Jacobsen conducts original investment research and analysis on the economy, the market and investment products. Many of his ideas have been published in peer reviewed journals and presented at international conferences. Formerly, Brian served as CMC´s Chief Economist. Now he helps maintain some of the products and services he developed.
He has over fifteen years of experience in the financial services industry. He began in the commercial banking industry and also worked in investment banking. His practical experience relates to business formation and consulting, credit policy evaluation, firm valuation, organizational behavior and structure, human resource management, and financial market analysis.
Dr. Jacobsen is a member of the American Economics Association, American Finance Association, Financial Planning Association, and the CFA Society of Milwaukee. Dr. Jacobsen earned his Chartered Financial Analyst designation in 2005 and became a Certified Financial Planner in 2006.
Dr. Jacobsen received his BBA in Finance in 1998 from the University of Wisconsin-Madison. He received his Ph.D. in Economics from the University of Wisconsin-Milwaukee in 2002. In his free time, Brian enjoys reading, biking, and getting involved at church, Grace Lutheran in Milwaukee.
Business Advisory Board
Richard P. Carney Legal Specialist and Manager, BD & IA Services
Quarles & Brady LLP
Mr. Carney is a Legal Specialist and Manager of Quarles & Brady's Broker-Dealer
and Investment Adviser Services. Since 1985, Mr. Carney's duties have focused
on broker-dealer and investment-advisory formation, licensing and compliances -including
forming corporations and limited liability companies; licensing firms as
broker-dealers and investment advisers with the U.S. Securities and Exchange
Commission, National Association of Securities Dealers, Inc. and with all
50 states; making on-line application and amendment filings on the Central
Registration Depository and the Investment Adviser Registration Depository
systems for broker-dealers, investment advisers and their representatives;
providing day-to-day business operation and compliance advice with respect
to federal, state and self-regulatory agency statutes and rules; preparation
of agreements, forms and procedures for broker-dealers and investment advisers
designed to comply with client business plans and federal and state laws;
conducting records examinations as requested by broker-dealer and investment
adviser clients; and assisting with responses to regulator inquiries, customer
complaints, civil suits and arbitrations.
Quarles & Brady LLP is a full-service law firm
with more than 400 attorneys offering a full array of legal services to
corporate and individual clients. Mr. Carney's 30-year securities compliance
career began in 1972 as an Examiner with the Licensing & Regulation Division
of the Office of the Wisconsin Commissioner of Securities. That Division
was responsible for licensing and regulating the activities of all brokerage
and investment advisory firms and their representatives conducting business
in Wisconsin. From 1982 until joining Quarles & Brady's Madison, WI office
in 1985, Mr. Carney was Administrator of the Division. He was appointed
to several national committees including the Uniform Examinations and
Investment Adviser Subcommittees of the North American Securities Administrators
Association, Inc.
He has been a guest speaker
at various meetings and a contributor to many financial industry publications
on a wide variety of broker-dealer and investment adviser compliance issues.
Mr. Carney has also served as a member on the Wisconsin Study Committee
of the Uniform Securities Act of 2002 since January of 2003. He was awarded
an MBA from the University of Wisconsin - Whitewater in 1972. In
1971 he earned a BBA from the University of Wisconsin - Whitewater.
Greg
M. Kirste Mr. Kirste is an independent business consultant
with experience in strategy consulting and mergers and acquisitions.
Mr.
Kirste previously worked at Wicor Industries in Milwaukee, Wisconsin where
he was Vice President of Business Development. Wicor Industries, recently
purchased by Pentair Inc., was the world's sixth largest producer of fluid
handling equipment for OEM and retail customers in the filtration, agriculture,
food service, pool and residential water systems markets. There his duties
focused primarily on locating, structuring, pricing, negotiating, closing
and integrating acquisitions and joint ventures. His experience includes
pursuing over 50 transactions ranging from $10 - $550 million in North
and South America, Europe and Asia . Being accountable to the CEO, Mr.
Kirste led teams in the development of unit-level growth and operating
strategies that pursued emerging market opportunities, accelerated new
product introductions, rationalized domestic and international manufacturing
and leveraged competitive market positions.
Prior
to Wicor, Mr. Kirste was Shurflo Inc.'s Director of Business Development
from 1996 - 1999. Shurflo Inc. is a $100 million West Coast operating
subsidiary of Wicor Industries. Reporting directly to the President, his
primary responsibility was to re-energize the company's growth.
From
1982 - 1995 Mr. Kirste worked at Northrop Grumman as a program manager
in R&D Engineering and Sales and Marketing areas. Northrop Grumman
is the worlds #1 shipbuilder and #2 defense contractor. Northrop is the
designer and manufacturer of many high profile weapon systems including
the B-2 stealth bomber. Operating out of Los Angeles and Washington DC
offices, Mr. Kirste was responsible for developing classified military
business in the US and Europe.
Mr.
Kirste was awarded an MBA from the University of California at Irvine
in 1994. In 1987 he earned a BA in electrical engineering from California
State University - Long Beach, CA .
Sandy
Lincoln Wayne Hummer Asset Management - Chief
Market Strategist & Managing Director
Mr. Lincoln is
the Chief Market Strategist and a Managing Director of Wayne Hummer Asset
Management, an investment management firm, located in Chicago, Illinois
. Mr. Lincoln's primary duties include direction of the firm's investment
strategy, management of the firm's financial media relations, and the
lead portfolio manager on the company's largest client portfolios.
From 1989 - 1995
he was with Kemper Corporation in Chicago, Illinois . While at Kemper
he was the Chairman and CEO of Kemper Corporation's Institutional Asset
Management Business both domestically and overseas.
Between 1993
- 1995 he was Kemper's Chief Investment Officer with responsibility for
its mutual fund investment department, institutional investment management
business and the investment of the parent company's insurance assets.
From 1980 - 1989
Mr. Lincoln was the President and a board member of William M. Mercer,
the investment consulting subsidiary of Marsh McLennan. The investment
consulting business had a staff of 140 professionals in sixteen U.S. and
two overseas offices. While at Mercer, he designed and oversaw the development
of numerous investment advances at the firm as well as providing client
service to large corporations and endowments.
From 1973 - 1979
Mr. Lincoln worked at A.G. Becker and was a Vice President in the pension
investment consulting unit. There he began Becker's research on investment
managers and delivered investment consulting services to Fortune 500 Companies.
From 1967 - 1972
Mr. Lincoln was Trust Officer of the Continental Bank of Chicago, Illinois
.
He earned his BA from
Valparaiso University and an MBA in Finance from Loyola University, Chicago
.
Ron Surz, CIMA President PPCA
Ron Surz has held senior positions in the Investment Consulting and Financial
Services industry since 1972 and is currently President of PPCA Inc., a
firm that provides complex investment monitoring, performance attribution
and related analytic tools to the investment consulting industry.
Between 1972 and 1986 Mr. Surz served as Senior
Vice President, Consulting, and Head of Investment Policy Consulting at
AG Becker/SEI, one of the investment industry's largest and most prestigious
consulting firms. In 1986 Mr. Surz was a Co-founder and Principal of Becker/Burke,
a Chicago based investment consulting firm that provided strategic planning,
portfolio and manager evaluation, and performance monitoring services
to institutional retirement trusts, foundations and endowments, nation-wide.
In 1992 Mr. Surz joined Glenwood Financial Group, a fund-of-funds of hedge
funds, where he developed institutional relationships and reviewed prospective
managers. In 1996 Mr. Surz joined Roxbury Capital Management where he
was the Managing Director of Institutional Business Development.
Before entering
the investment industry, Mr. Surz spent four years as a Consulting Engineer
with Northrop Corporation where he developed electronic countermeasures
to jam heat-seeking missiles.
Active in the
investment industry, Mr. Surz's original research has been published in
numerous professional journals including the Journal of Investing, The
Journal of Portfolio Management, The Financial Analysts Journal, The Journal
of Performance Measurement, Pensions & Investments, Senior Consultant,
IMCA Monitor, Pension Fund Investment Management, Portfolio & Investment
Management, and the Handbook of Equity Style Management.
Mr. Surz is
also active with the Investment Management Consultants Association (IMCA)
and has served as a member of its Board of Directors since 1998. He has
also served IMCA as Chairman of its Standards of Practice Board, Editor
of the IMCA Monitor, and is Co-Chairman of its Committee on Alternative
Investment Strategies. Mr. Surz is also a member of the After-Tax Performance
Reporting Standards Sub-committee for the Association of Investment Management
and Research ("AIMR") and Armies Investment Performance Council.
Mr. Surz was
awarded an MBA in Finance from the University of Chicago, Graduate School
of Business in 1974. In 1969 he earned an MS in Applied Mathematics from
the University of Illinois, Chicago, and in 1967 he graduated cum laude
from the University of Illinois, Chicago, with a BS in Applied Mathematics.
