Barry has worked in the financial services industry for over twenty-six years. He brings a wealth of practical management, business building, teaching and investment management consulting experiences to client engagements. He works with the management of financial institutions, money management firms and individual financial advisor practices on their key business and investment advisory issues. He has spoken frequently at industry events over the years on subjects ranging from investment analysis, client profiling, money manager style analysis, investment consulting and advisor training and other topics.

Barry earned his Certified Investment Management Analysts designation (CIMA) from the Investment Management Consultants Association and the University of Pennsylvania's Wharton Business School in 1990. He has been a member of the Investment Management Consultants Association since 1989 and now serves on its Professional Ethics Committee. Barry is also a member of the International Coaches Federation.

Barry earned a BS from Palmer College in Davenport, Iowa in 1976.

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Abdur R. Chowdhury, Ph.D.
Chief Economist
Abdur serves as the firm's Chief Economist and is primarily responsible for the preparation of economic and capital market forecasts including quarterly newsletters, monthly economic updates, and monthly client conference calls. Abdur is a Professor of Economics at Marquette University.

Abdur has over 25 years of experience as an economist. He was an Assistant Professor of Economics at Bentley College in Waltham, Massachusetts from 1983-1989, and an Associate Professor of Economics at Marquette University from 1989-2002. He taught at Thammasat University in Bangkok, Thailand as a Senior Fulbright Scholar in 1995-1996. He was a visiting Professor at the School for Advanced International Studies at John Hopkins University in Washington, D.C. in 1996. He was a visiting Researcher at the World Institute for Development Economics Research of the United Nations in Helsinki, Finland in 1998 and 2001. He was a Consultant to the Food and Agriculture Organization of the United Nations in Rome, Italy in 1998-1999. He was a Senior Researcher at the Institute for Transition Economics for the Bank of Finland in 2002-2003 in Helsinki, Finland. Most recently he was the Chief Economist and Director, Economic Analysis Division for the United Nations Economic Commission for Europe in Geneva, Switzerland from 2003-2007.

Abdur was educated at the University of Dhaka in Bangladesh earning a B.A. (Honors) in 1976 and an M.A. in Economics in 1977. He earned an M.A. in 1981 and a Ph.D. in Economics from the University of Kentucky in 1983.

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Richard Iwanski, CFA
Partner, Institutional Client Services
Rick is responsible for research on investment managers, mutual funds and hedge funds. He performs a host of related services for CMC institutional and advisor clients.

Rick has over 10 years of financial industry experience in market, economic and investment research activities. He has provided guidance to institutions and advisors on manager selection, asset allocation, and client profiling. His background also includes contributing to the production of economic forecasts and the analysis of economic data for use by securities analysts and portfolio managers.

Rick is a Chartered Financial Analyst (CFA) charterholder, a member of the Investment Management Consultants Association (IMCA), the CFA Institute, and the CFA Society of Milwaukee.

Rick attended the University of Wisconsin, Madison earning a Bachelor of Arts degree in Economics in 1992.

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Jolie Keller, CFA
Investment Analyst
Overlay Portfolio Manager
Ms. Keller is an Investment Analyst at CMC and conducts original research and ongoing due diligence on investment managers, mutual funds and hedge funds. She has over twenty-one years of experience in the financial services industry. Jolie is also involved in CMC's overlay portfolio management process and chairs our Investment Policy Committee.

She began her career in the brokerage industry as a Registered Sales Associate at Smith Barney in 1986 and worked there until 1995. From 1995-2004 she worked at the investment management firm of Morgan Dempsey Capital Management where she was a Vice President, Assistant Portfolio Manager. At Morgan Dempsey she was the firm’s head equity trader and also assisted in developing asset allocation strategies and client investment policy statements.

She was an Assistant Vice President, Equity Analyst and the equity trader for Ziegler Capital Management’s mutual fund family from 2004-2006. She monitored the equity products’ risk exposures and tailored equity portfolio models to specific client requirements. She also served in a compliance capacity insuring the equity department’s policies and procedures complied with regulatory rules and procedures.

Jolie K. Keller, CFA, earned her Chartered Financial Analyst (CFA) designation in 2003 and is a member of the Milwaukee Investment Analysts Society and CFA Institute.

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Peter Speidel
Research Analyst
Peter joined CMC in 2005 as an associate supporting our financial research and client services initiatives. Today, Peter continues his active involvement in our ongoing investment manager, hedge fund, and mutual fund research and searches for our institutional clients. Other responsibilities include providing information about CMC’s capabilities to prospective clients, recruiting and hiring junior team members, and working with various business consultants. He also manages CMC's website.

Peter received his BS in Economics from Wisconsin Lutheran College in 2006 and is currently enrolled in the MS Applied Economics program at Marquette University. He is a CFA Level III candidate and is also a member of the CFA Institute and the Milwaukee Financial Analyst Society

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Sam Vanden Heuvel
Operations Analyst
Sam joined CMC in 2007 as an associate supporting our financial research and client services initiatives. Today, Sam continues his involvement through supporting research processes and client communications. Sam manages the firm's performance and attribution report systems.

Sam received his BA in Finance and Economics from Wisconsin Lutheran College in 2008. He is a CFA Level I candidate.

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Michael Kinsella
Research Associate, Trading
Mike joined CMC in 2006 as an associate supporting our financial research and client services initiatives. Today, Mike continues his involvement through supporting research processes and client communications. Mike has an integral role in the overlay management process.

Mike is currently pursuing degrees in Finance and Economics at Marquette University.

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Nick Ihn
Research Associate
Nick joined CMC in 2008 and is critically involved in a broad range of proprietary and client research projects. Nick is involved in investment manager and mutual fund research and ongoing due dilligence of these investment products for our institutional clients.

Nick recieved his BS in Finance and Marketing and successfully completed the prestigious Applied Investment Management Program from Marquette University in 2008. Nick is a CFA Level I candidate. He is a member of the CFA Institute and the Milwaukee Financial Analyst So

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