Rising Stars in Wealth Management: PJ Cox
PJ Cox joined Milwaukee-based Operose Advisors in 2021 as an investment analyst after graduating from Marquette University with a double major in finance and...
Rising Stars in Wealth Management: Casey Berrall
Casey Berrall, partner and financial advisor at Brookfield-based BKM Wealth Management, has spent the past 19 years working with clients to achieve their long-term...
Rising Stars in Wealth Management: Brian Kleist
Brian Kleist, principal at CliftonLarsonAllen Wealth Advisors LLC in Wauwatosa, works to understand each client’s personal goals, according to colleagues.
“Clients receive thoughtful feedback on...
Rising Stars in Wealth Management: Berent Kowarick
Berent Kowarick is a vice president and banker with J.P. Morgan Private Bank in Milwaukee. In this role, Kowarick and his team focus on...
Rising Stars in Wealth Management: Julie Niznansky
Julie Niznansky, vice president and private banker at Associated Bank in Milwaukee, works to help her high net-worth clients reach their goals through financial...
Rising Stars in Finance and Accounting: Ann Martinek
Ann Martinek, the Centers for Independence’s controller, has served the Milwaukee-based nonprofit agency for 12 years, streamlining processes, reducing expenses and finding new funding...
Rising Stars in Finance and Accounting: Brian Frank
Brian Frank, director of finance and IT at St. Augustine Preparatory Academy in Milwaukee, has greatly impacted the school and the Milwaukee community, according...
Rising Stars in Finance and Accounting: Jerry Wolf
Jerry Wolf, finance director at Oconomowoc-based MyPath, joined the organization in 2018 as a senior financial analyst, supporting complex cost and compliance reporting, budgeting...
Rising Stars in Finance and Accounting: Paul Fredelake
In a relatively short period of time with Germantown-based KLH Industries Inc., director of finance Paul Fredelake has been a champion of professionalism and...
Rising Stars in Finance and Accounting: Vince Montemurro
Vince Montemurro, controller for Kenosha-based Riley Construction, has demonstrated both immense financial and business management skill and a deep commitment to the people of...
Rising Stars in Finance and Accounting: Katie Crosby
Katie Crosby, payroll/communications coordinator for the City of South Milwaukee, has held various roles with the city since 2005.Â
In 2012, she was appointed to...
Rising Stars in Finance and Accounting: Bob Malicki
Bob Malicki began his career in public accounting specializing in audits of non-profit entities. Now, as vice president of finance and IT of Feeding...
