Shank, CFA®

Owner & Chief Investment Officer

43 years

Industry experience

Education & Professional Affiliations:
• University of Wisconsin – Master of Science
• Drake University – Bachelor of Science in Business Administration
• CFA Institute – Member
• CFA Society of Milwaukee – Member

Why I Got Into This Business:
In school, math was my favorite subject.  My passion for numbers helped me attain degrees in accounting and finance, which paved the way for a lifelong journey of doing what I love most – helping individuals and their families develop a plan for their financial success.  For me, finance was a perfect fit!

Community & Charity Involvement:
• Local High School & College – Rugby Coach
• Parish Investment Committee – Member

Favorite Quote:
“You have time for the things you want to do.”  – Raymond Shank (My Father)