THE PORTSIDE INVESTMENT TEAM
Portside Investment Advisors is comprised of an experienced and skilled management team to help ensure your investments are handled with care and managed successfully.
Prior to founding Portside Investment Advisors, Mike spent twenty years at Northwestern Mutual where he was Managing Director – Investment Strategy. In that role, he managed the asset allocation process for Northwestern Mutual’s $200 billion general account as well as the company’s pension plans and long term care insurance business. After Mike joined Northwestern Mutual, he held several positions of increasing responsibility across the organization including Actuary, Assistant Director of Tax Planning, Head of Equity Quantitative Strategy and Global Equities Portfolio Manager.
Mike received a BSBA in Actuarial Science from Drake University and an MBA from the executive program at the University of Wisconsin-Milwaukee. He has attained the Fellow in the Society of Actuaries designation.
Community involvement includes serving on the board for Beachglass Ministries which produces The Brinkman Adventures, an audio drama to inspire the next generation. He was also previously elected to the Grafton Board of Education.
Prior to joining Portside Investment Advisors, Eric was a senior vice president and client service director with Columbia Wanger Asset Management, LLC. Eric joined Columbia Wanger in 2000 and has been a member of the investment community since 1987. Prior to Columbia Wanger, Eric was a regional sales director with Founders Asset Management, LLC, and a sales manager of the financial advisor group with Strong Capital Management.
Eric earned a B.B.A. from the University of Wisconsin-Whitewater. He holds the Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with the Wharton School of Business, University of Pennsylvania. He also holds the Accredited Investment Fiduciary designation.
Eric is married with three children. He enjoys tennis, platform tennis, golf, fishing and biking. He serves on the Community Development Authority Board in his hometown and volunteers for Secure Futures, a non-profit group which empowers teens through financial literacy, and at the American Legion.
He can be contacted at email@example.com
Since 2007 Kathy has served individuals, families, endowments and foundations by preserving, protecting and growing their investment portfolios, utilizing asset allocation strategies and momentum as primary drivers of return. She earned the Series 7 and 66 securities licenses and attained the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning. She earned her Bachelor of Science degree from the University of Wisconsin in Madison and her MBA through the Executive Curriculum at the University of Wisconsin – Milwaukee.
Kathy contributes to the well-being of the metro Milwaukee area through numerous organizations, including serving as current President of the Woman’s Club of Wisconsin and six years as President of the Mequon Community Foundation; also many years of non-profit board service for the Columbia College of Nursing, Tempo Milwaukee, Goethe House Wisconsin, P.E.O. Chapter AM, Grace and Union Cemeteries, the Mequon Arts Enrichment Council, a private family foundation, plus many other volunteer commitments.
Speaking engagements have ranged from presenting on a panel for the Planned Giving Council of Eastern Wisconsin; to leading financial, investment and estate planning seminars at the Woman’s Club of Wisconsin; to presenting investment topics for multiple investment clubs and women’s groups.
Our commitment to integrity is paramount. We want to have a long term relationship with our clients. That means building and maintaining trust with everything we do.
We maintain a team of highly experienced professionals who have managed portfolios successfully through market cycles. This team understands how to generate performance while handling your investments with diligence.
We want to partner with our clients and maintain long term personal relationships.
We believe our service is providing economic value to you that exceeds our fees. We look forward to demonstrating successful results consistently over time to every client.
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