Client Relations Team
Our experienced team is here to provide exceptional service to you.
Client Services Team
Our experienced team is here to provide exceptional service to you.
Gordan Lasic
Director of Distribution & Portfolio Specialist
Mr. Lasic joined the firm in 2016 as Portfolio Specialist and Consultant Relations and was promoted to Director of Distribution in 2023. Prior to that, he held Institutional Equity Sales and Equity Research roles at Robert W. Baird. Mr. Lasic holds a BS in Finance and International Business and MBA from Marquette University.
Jennifer Mitchell
Director of Operations
Ms. Mitchell joined the firm in 2024 as the Director of Operations. Prior to that, she spent the majority of her career at Robert W. Baird, holding roles in Institutional Equities, Private Wealth Management, and Global Investment Banking. Ms. Mitchell holds a BBA from the University of Wisconsin – Milwaukee.
Will Collins, CIMA®
Senior Business Development Manager
Mr. Collins joined the firm 2021 as Senior Business Development Manager. Prior to that he was Associate Regional Director with Russell Investments. Mr. Collins has a BS in Economics from Mississippi State University.
Trevor Savage, JD
Senior Business Development Manager
Mr. Savage joined the firm in 2021 as Senior Business Development Manager. Previously, he was Vice President of Institutional Sales and Marketing for Seminole Financial Services. Mr. Savage holds a BA in Information Studies from Michigan State University and a JD from Western Michigan University Thomas M. Cooley Law School.
Tracy Anzalone
Operations Associate
Ms. Anzalone joined the firm in 2009 as Equity Operations Associate. Prior to that she was the Trading Assistant at Geneva Capital Management. Ms. Anzalone has a BS in Finance from University of Wisconsin – Whitewater.
Mitchell Swirth
Operations Associate
Mr. Swirth joined the firm in 2025 with over a decade of experience in trading and operations. He began his career in 2013 in operations at Ziegler Capital Management, ultimately becoming an equity trader. He worked in trade operations at Artisan Partners. Mr. Swirth holds a B.S. in Finance and Accounting from Marquette University and is an alumnus of their Applied Investment Management (AIM) program.
Nathan Warren
RFP & Data Specialist
Mr. Warren joined the firm in 2006 as a Marketing Associate and has since been promoted to RFP & Data Specialist. Prior to that, he worked for the Eau Claire Area Economic Development Corporation. Mr. Warren holds a BA in Economics from the University of Wisconsin – Eau Claire.