Investment Management

Mark J. Giura
Steve Wlodarski
 


Steve Wlodarski, CFA

Steve Wlodarski, CFA
Managing Director and Deputy Chief Investment Officer

Mr. Wlodarski is Managing Director and Deputy Chief Investment Officer.  He has thirty-six years of investment industry experience.  Mr. Wlodarski supervises the development and implementation of  investment strategies for the Company’s client portfolios. His specialty focus includes private client portfolios, tax efficient, income oriented strategies and ESG mandates.  Through early 2015, Mr. Wlodarski served as Managing Director and Co-Head of Fixed Income Portfolio Management for the Company.  From 1994 to 2001, Mr. Wlodarski held the position of Vice President and Senior Municipal Portfolio Manager of Van Kampen Management Inc.  Prior to that, he amassed extensive experience in the municipal market which began with a trading position at First Chicago Corporation followed by one as manager of high net worth client portfolios at Continental Bank.  Mr. Wlodarski earned his B.A. in Economics from Lewis University and his M.B.A. in Finance from DePaul University.  He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.