Team

MINDSHARE

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Team 2018-01-29T18:20:21+00:00

Investment Team

Investment Team

Jefferson V. DeAngelis, CFA®

Chief Investment Officer

Investment Experience:

  • Northwest Passage Capital Advisors
  • Northwestern Mutual
  • Putnam Investments
  • Van Kampen Investments

Education:

  • B.A. from Carroll College
  • M.B.A. from Marquette University

WILLIAM C. SLAUGHTER, CFA®

Senior Portfolio Manager

Investment Experience:

  • Northwest Passage Capital Advisors
  • 80/20 Macro Advisors
  • Stark Investments
  • Robert W. Baird & Co
  • SPP Hambro & Co

Education:

  • B.A. from Harvard College
  • M.A. degree in Mathematics from the University of Alabama
  • M.B.A., High Honors, with concentrations in Analytic Finance and Macroeconomics from the University of Chicago Booth School of Business

K.P. O’Reilly

Research Director

Education:

  • B.A. in Government from Lawrence University
  • M.A. in International Affairs from Marquette University
  • J.D. from Emory University School of Law
  • Ph.D. in Political Science, specialization in international relations, University of South Carolina

Rocio M. Diaz

Analyst

Education:

  • B.A., cum laude, in Finance and International Business from Marquette University
  • 2018 Level III Candidate in the CFA® Program

Nicholas N. Beihoff

Analyst

Education:

  • B.A. in Business Administration from St. Norbert College
  • M.S. in Applied Economics with a Finance concentration from Marquette University
  • Passed Exam Part I and II of the FRM® Program

Development Team

Development Team

MICHAEL P. MCGUIRE

Business Development

Investment Experience:

  • Northwest Passage Capital Advisors
  • Stark Investments
  • State of Wisconsin Investment Board (Intern)

Education:

  • B.A. in Finance from the University of Wisconsin-Madison
  • M.S. in Applied Economics with a Finance concentration from Marquette University

PATRICK T. KENNEDY

Business Development

Investment Experience:

  • Northwest Passage Capital Advisors
  • Morgan Stanley
  • Seaport Group
  • Geneva Investment Management of Chicago
  • First Boston/Credit Suisse
  • Salomon Brothers

Education:

  • B.S. in Marketing from the University of Illinois at Urbana-Champaign
  • M.B.A. with a concentration in Finance from the University of Illinois at Urbana-Champaign