Austin A. Summers, CFA®

Portfolio Manager

Chartered Financial Analyst, CFA ®
Series 7


Bachelors of Business Administration in Finance and Economics from the University of Wisconsin Oshkosh

Student Managed Endowment Fund Member (two semesters)

University of Wisconsin Oshkosh Football Team (four years)


May 2019


Trading: Austin is involved in assisting advisors in executing trades on client portfolios. This ranges from daily, weekly, and monthly maintenance trading to ad hoc client-specific trades.

Portfolio Management
: Austin assists the advisors with identifying the appropriate portfolio allocations for clients utilizing the firm's risk tolerance guidelines, investment time horizons, clients' personal financial objectives, and investment constraints.

: Austin assists primarily with the research and due diligence of our core equities models and individual credit issues. He reviews the funds and individual issues on an ongoing basis to monitor for potential buy and sell opportunities utilizing our research management system and company/fund filings.

Community Involvement

Volunteer at Big Brothers Big Sisters.

Get to Know Me

Austin currently resides in Sheboygan and enjoys spending time with friends and family.

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