Robert L. Riedl, CPA, CFP®, AWMA®, Director of Wealth Management
Rob directs the Family Wealth Management services of the Company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. Rob assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan.
Rob’s 30 years of professional experience is key when consulting with client families, businesses and institutions. He began his career at Arthur Andersen & Co., as a staff accountant, serving the needs of small business clients. He was the founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation. Additionally, Rob held a consultant role providing strategic advice to entrepreneurs in areas such as corporate structure, customer base, product mix and systems. For the past ten (10) years, Rob was the Director of Wealth Management and a Member of the Investment Committee at Sumnicht & Associates, LLC. During Rob’s tenure with his prior employer, the entity won numerous accolades and rankings from Bloomberg and Worth magazines. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.
Rob received his Bachelor’s Degree from Marquette University with a double major in Accounting and Finance. He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner (CFP®) in 1984, and received his Accredited Wealth Management: Advisor (AWMA®) designation from the College for Financial Planning in November of 2005.
Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer
As Chief Investment Officer, Prateek is responsible for sourcing, analyzing, recommending, monitoring and reporting on both alternative and traditional investments. He manages relationships with high net worth clients, institutional investors, and traditional/alternative (hedge funds, private equity and real assets) money management firms.
Prior to joining the Company, Prateek worked at Sumnicht & Associates, LLC (and its affiliate iSectors, LLC) a SEC-registered investment advisory firm for over ten (10) years as Chief Investment Officer and as a Member of its Investment Committee. His prior employer won numerous accolades and rankings from Bloomberg and Worth magazines during his tenure there. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.
Prior to coming to Wisconsin, Prateek was a principal with GTG Ventures, Inc., in Palo Alto, California, where he was responsible for sourcing and analyzing investment opportunities across various technology sectors. He also worked overseas at a boutique investment company and was involved in co-managing a PIPE fund and a hedge fund-of-funds, among other alternative investing activities. He has over 20 years of experience in the financial services industry involved in areas as diverse as sell-side investment banking, leasing, portfolio management, and buy-side alternative assets investing. Prateek has lived and worked in India and the Middle East, and brings a wealth of global experience and perspective to the Company.
He earned his Bachelor’s Degree in Technology from the Indian Institute of Technology, Kanpur, India. Prateek earned his MBA from Lehigh University in Bethlehem, Pennsylvania and was a Rotary International Scholar while attending Lehigh. He is both a Chartered Financial Analyst (CFA®) Charter Holder and a Chartered Alternative Investment Analyst (CAIA®). The CAIA® program is the global mark of distinction for alternative investments, and Prateek has blazed the trail by being the first CAIA® Charter Holder in Wisconsin.
Tim Landolt, MBA, Director of Institutional Services, Managing Director for ETF Model Solutions®
As Director of Institutional Services, Tim Landolt is actively involved in the client portfolio research and review process for EWM. He also directs portfolio model changes with our asset management and custodial partners and is involved with the firm’s retirement plan development and servicing activities. Tim is also responsible for guiding many of the operating functions of the firm’s affilate, ETF Model Solutions®, including coordinating underlying ETF research activities, conducting model rebalancing and trading, marketing development, compliance, operations, and a resource contact for advisors and clients of the firm.
Tim brings an extensive background in the investment management and financial services industry to the Firm. Prior to joining the firm, Tim previously managed nearly all business functions for an SEC-registered ETF model management firm, including ongoing research and analysis of tactical asset allocation strategies, model trading, operations, compliance, performance reporting, and marketing collateral and web content development during his 6+ year tenure. Tim previously held roles as a portfolio manager and research analyst. Tim also worked at William O’Neil+Co., in Los Angeles, CA, where he served in various capacities, including fundamental research, institutional marketing, and National Sales Manager for the firm’s $300 million mutual fund. Tim has been quoted in national business publications and has appeared on CNBC.
Tim earned his Bachelor’s Degree in Business from the University of Wisconsin-Oshkosh. Tim earned his MBA from Loyola Marymount University in Los Angeles, CA, and is a member of Beta Gamma Sigma National Honor Society.
Heidi Buhler, Wealth Administrator
Heidi assists the Director of Wealth Management in opening new accounts, investment transactions and reporting, client files, and customer service. Her accuracy and familiarity with clients’ investment portfolios are key to the success of the Operations team.
Heidi has over 15 years of customer service and administrative experience which is extremely beneficial in the communications and exchange of information not only with clients, but also with other professionals such as attorneys and accountants, fund managers, and account custodians.
Susan Michalewski, Family Offices Services Specialist
Susan provides personal financial reporting support to our Multi-Family Office clients. She provides assistance to clients requiring personal financial services such as bill paying, monitoring of both traditional and non-traditional assets, bank statement reconciliation, family charitable foundation transactions, tax coordination and processing monthly financial reports. These services are catered to meet each client’s unique family wealth needs.
Susan earned her Bachelor of Science in Business Administration with a concentration in Accounting from the State University of New York at Buffalo in December 1988. She passed the Certified Public Accountancy exam in 1991 in New York State. Her professional background includes both public accounting and private sector experiences. Susan’s professional accounting background allows her to serve clients with high degrees of accuracy, integrity and timeliness.
Wendy Orth, Wealth Advisor
Wendy is an independent Wealth Advisor residing in Houston, TX. She introduces clients to our Firm and our Endowment Investment Philosophy®. Wendy specializes in working with women and young professionals and understands that each client’s financial needs are unique. Wendy strives to understand the client’s complete financial picture, which allows the Endowment Wealth Management’s advisory team to design a custom tailored investment solution to meet each client’s specific needs. Coming from a scientific background, Wendy takes an analytical approach to assist clients with organizing their financial information and providing them with the tools to identify and reach their financial goals.
Wendy attended the Glascock School of Continuing Studies at Rice University where she studied Retirement and Estate Planning. She has completed the Series 65 Uniform Investment Adviser Law Examination. Wendy earned a Bachelor of Science degree in wildlife ecology from the University of Wisconsin-Madison and a Master of Science Degree in biology from the University of Houston.
Additionally, we work closely with other professionals to serve the needs of our shared clients. Our keiretsu includes Bankers, Accountants, Tax Advisers, Estate Planning Attorneys, Insurance Agents, Psychologists, Business Appraisers, M&A Consultants, and other professional intermediaries.
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