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Nick Bauer

Nick Bauer, CFA

MANAGING PARTNER

Nick Bauer, CFA is the Managing Partner of Operose Advisors and has 23 years of investment experience. Nick is responsible for managing the overall strategic direction of the firm including oversight of the firm’s investment advisory process, client relations and business development. He serves as the primary investment advisor on several of the firm’s key relationships.

Prior to founding Operose Advisors, Nick was Principal and Director of Geneva Capital Management in Milwaukee, WI. While at Geneva Capital Nick oversaw the growth of the firm’s institutional business from $1 billion of assets under management to $6.8 billion.

He played a key role in the sale of Geneva’s business to Henderson Global Investors based in London and subsequently managed Henderson’s North American institutional business development efforts.

Nick holds a B.B.A. from the University of Wisconsin-Milwaukee and has earned the right to use the Chartered Financial Analyst designation.

Nick serves on the Board of Directors and Finance & Investment Committee of Rogers Behavioral Health System and the Finance & Investment Committee of Versiti, Inc. He’s also on the Board of Directors of Terova Senior Living and is a member of the Limited Partner Advisory Committee for the Marcus Real Estate Fund I.

H. Stuart Desmond

Stu Desmond

DIRECTOR

Stu Desmond is a Director at Operose Advisors.  He joined the firm in 2019 and has 28 years of experience in the industry. Stu is responsible for business development and provides advice to clients with respect to planning, execution, and feedback of investment programs, and ongoing client support and service.

Prior to joining Operose, Stu was Director - Institutional Sales with Robert W. Baird in Milwaukee, WI.  During his 20+ years at Baird, Stu was responsible for presenting equity investment research to portfolio managers and analysts of large asset management companies. His responsibilities also included facilitating meetings between senior management of publicly traded companies with industry professionals. Prior to joining Baird, Stu was an Institutional Sales Broker for Cleary Gull Reiland and McDevitt.

Stuart holds a B.A from the University of Arizona.

Chris Evers

Chris Evers

DIRECTOR

Chris Evers is a Director at Operose Advisors. He joined the firm in 2022 and has 9 years of experience in the industry. Chris provides advice to clients with respect to planning, execution, and feedback of investment programs. In addition, he assists clients with investment policy development, asset class assessment, investment management and ongoing client support and service. He also performs trading on behalf of client accounts.

Prior to joining Operose Advisors, Chris was an Associate Financial Advisor at Landaas & Company in Milwaukee, WI.  Chris joined Landaas in 2013, working his way up to become a financial advisor dedicated to helping clients achieve their goals. Chris was also a member of the firm’s research team which guided manager selection and asset allocation.

Chris holds a B.S. in Business Administration, specializing in Finance and Economics from Marquette University.

Burton E. Grinyer

Burton Grinyer

DIRECTOR

Burton Grinyer is the Director of Operations at Operose Advisors.  Burton joined the firm in 2018 and has 28 years of experience in the industry. Burton is responsible for overseeing the back-office operations of the firm and overall client administration, including establishment and maintenance of accounts, reconciling transactions, AUM reporting, performance reporting, billing, and managing the day-to-day workflow for client accounts.

Prior to joining Operose Advisors, Burton was a Senior Operations Specialist at Cleary Gull Advisors, a Johnson Financial Group Company.  Burton joined Cleary Gull Advisors in 2008 and oversaw the maintenance of $10 billion of client assets. Prior to joining Cleary Gull, Burton was the Vice President of Operations for Emjay Corporation, a division of Wells Fargo.

Burton holds a B.B.A. from the University of Wisconsin-Milwaukee.

Caroline P. Jankowski

Caroline Jankowski

PARTNER, CHIEF COMPLIANCE OFFICER

Caroline Jankowski is a Partner and the Chief Compliance Officer for Operose Advisors. She joined the firm in 2019 and has 21 years of experience in the industry. Caroline is responsible for administering the firm’s compliance program, as well as overseeing the day-to-day business management of the firm.

Prior to joining Operose, Caroline was a Partner and Project Lead with Vista360, LLC.  During her 11+ years at Vista360, Caroline was responsible for assisting investment advisers and funds with SEC compliance and strategic matters, while also leading the firm’s research and consulting process efforts. Prior to joining Vista360, Caroline was Chief Financial Officer of Ziegler Capital Management and its proprietary fund family.

Caroline holds a B.A. in Economics and Spanish from the University of Wisconsin.

Caroline has served on the Board of Directors of Bloom360 Learning Community and St. Francis Children’s Center.

Maggie E. McGowan

Maggie McGowan

ASSOCIATE

Maggie McGowan is a Marketing Associate for Operose Advisors. She joined the firm in 2020 and is responsible for managing and implementing the firm’s marketing strategy including corporate communication, event planning, content creation, production of marketing materials and development of social media strategies. Prior to joining Operose Advisors, Maggie worked for Robert W. Baird in Milwaukee, WI.

Maggie holds a B.A. in Journalism with a minor in Corporate Communication from Marquette University.

Skip McGregor

Skip McGregor

MANAGING DIRECTOR

Skip McGregor is a Managing Director at Operose Advisors. He joined the firm in 2020 and has 24 years of experience in the industry. Skip serves as the primary investment advisor on several of the firm’s relationships. He is responsible for business development and provides advice to clients with respect to planning, execution, and feedback of investment programs, investment policy development, asset class assessment, investment management and ongoing client support and service.

Prior to joining Operose, Skip was a Managing Director at Robert W. Baird serving in various roles over his 20+ years with the firm. His most recent role was in business development for Greenhouse Funds, a private investment management company for which Baird has a minority ownership interest. He started his career at Baird on the Institutional Sales team covering asset management firms on the West Coast.

Skip holds a B.A. from the University of Wisconsin -Madison.

Skip serves on the Board of Directors of Milwaukee Winter Club.

Jack K. Mielke

Jack Mielke

ASSOCIATE

Jack is an Operations Associate for Operose Advisors.  He joined the firm in 2021 and is responsible for servicing client accounts, account maintenance, performance reporting, and billing. Prior to joining Operose Advisors, Jack worked for Edward Jones and graduated from their Financial Advisor Career Development (FACD) program.

Jack holds a B.A. in Finance and Economics from Marquette University.

Dan Oertel

Dan Oertel

OPERATIONS ASSOCIATE

Dan is an Operations Associate for Operose Advisors.  He joined the firm in 2022 and is responsible for servicing client accounts, account maintenance, reconciling transactions, AUM reporting, performance reporting, and billing. He also serves as a main point of contact for IT related issues.

Prior to joining Operose Advisors, Dan spent 9 years at Geneva Capital Management in Milwaukee, WI.  Dan joined Geneva in 2009, which was later acquired by Henderson Global Investors, in 2014.  Dan started with the firm as an intern, working his way up to become the Head of Portfolio Accounting for the US Institutional business. He also acted as the main IT contact liaising with the IT department to resolve issues locally.

Dan holds a B.A. in Marketing and Supply Chain Management from the University of Wisconsin – Milwaukee.

Beth Raduenz

Beth Raduenz

ASSOCIATE

Beth Raduenz is a Client Service and Operations Associate at Operose Advisors.  Beth joined the firm in 2019 and has 10 years of experience in the industry. Beth serves as the liaison between the client and advisor. She is responsible for the execution of client service requests, including onboarding and maintenance of accounts, preparation of alternative investment subscription documents and performance reporting.

Prior to joining Operose Advisors, Beth was General Manager at Rivermoor Golf Club in Waterford, WI.  Additionally, Beth spent 7 years at Geneva Capital Management in Milwaukee, WI.  Beth joined Geneva, which was later acquired by Henderson Global Investors, in 2014.  Beth held roles as both an Executive Assistant to the Principals/Portfolio Managers of Geneva and Research Assistant to the entire Investment team.

Beth also brings 20 years of excellent customer service experience from the former Milwaukee-based Midwest Express Airlines.

 

Kristin L. Stanek

Kristin Stanek

DIRECTOR

Kristin Stanek is a Director at Operose Advisors. She joined the firm in 2018 and has 18 years of experience in the industry. Kristin serves as the primary investment advisor on several of the firm’s relationships. She provides advice to clients with respect to planning, execution, and feedback of investment programs, investment policy development, asset class assessment, investment management and ongoing client support and service. In addition, Kristin supports the firm’s retirement planning efforts.

Prior to joining Operose Advisors, Kristin was Principal and Senior Research Analyst at Geneva Capital Management in Milwaukee, WI.  Kristin joined Geneva in 2004, which was later acquired by Henderson Global Investors in 2014. Kristin served as a member of the Investment Strategy Group which managed more than $6 billion in assets under management, focusing on high-quality small and mid-cap growth strategies.

Kristin holds a B.A. from Coe College and an MBA from the University of Wisconsin-Milwaukee.

James M. Wenzler, CFA

Jim Wenzler, CFA

DIRECTOR

Jim Wenzler is a Director at Operose Advisors.  He joined the firm in 2019 and has 36 years of experience in the industry. Jim serves as the primary investment advisor on several of the firm’s relationships. He is responsible for business development and provides advice to clients with respect to planning, execution, and feedback of investment programs, investment policy development, asset class assessment, investment management and ongoing client support and service. In addition, he leads the firm’s retirement planning (401k, 403b, etc.) efforts.

Prior to joining Operose, Jim spent 13 years at Broadview Advisors leading institutional business development efforts.  In this role, Jim developed key relationships with investment consulting firms across the U.S. while managing client relationships within Broadview.   

Before joining Broadview Advisors, he was Senior Consultant and Director of Research at Alpha Investment Consulting Group where he worked with endowment, foundation, Taft Hartley, corporate and high net worth clients on all aspects of the portfolio management process. 

Jim holds a B.B.A. from the University of Wisconsin-Milwaukee and has earned the right to use the Chartered Financial Analyst designation.

Jim serves on the Board of Directors of Marquette University High School where he is a member of the Executive Committee and Chair of the Investment Committee.