The Investment Management Certificate Program (IMCP) at University of Wisconsin-Milwaukee is a premier CFA University Affiliated Program where students learn investments over 21-months.
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The IMCP is very fortunate to have the support of many investment professionals who contribute their time to the students each year. The Wisconsin Directory provides information (AUM, managers, fund philosophy and process) on fiduciary investment managers in Wisconsin (and beyond), focusing on various firms which have helped the IMCP in the past and other major firms. Information is compiled from ADV forms and interviews with investment managers.
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Kathleen Gallagher, Executive Director of the Milwaukee Institute, former reporter for the Milwaukee Journal Sentinel, and Pulitzer Prize winning reporter, works with the IMCP students to create this directory.
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Click here to be taken to a website where you can log in to learn more about Wisconsin (primarily) investment firms.