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Wendy W. Stojadinovic, CFA - Director of Fixed Income Strategy
Telephone: 414.291.2225/866.272.3848

Ms. Stojadinovic conducts investment due diligence and designs investment strategies for the fixed income allocation of client portfolios.  This includes addressing portfolio goals such as cash flow management, analyzing portfolio attribution, conducting manager due diligence and applying risk management techniques. 

Ms. Stojadinovic is a member of the firm's Investment Policy Committee and chairs the Fixed Income Strategy Group.  In her role, she leads a team of professionals from across the organization in providing strategic and tactical investment direction and due diligence for nearly $1 billion in fixed income assets for institutional, public funds and private clients.  Ms. Stojadinovic has been instrumental in adding technology and streamlining processes to enhance the firms' fixed income capabilities. Her capabilities are further enhanced by experience as an equity analyst and through past responsibilities for performance and attribution measurement and compliance with Global Investment Performance Standards.

Ms. Stojadinovic received a BBA degree in Finance from the University of Wisconsin-Milwaukee and is a registered investment professional.  She has also earned the Chartered Financial Analyst (CFA) designation.  She is a member of the CFA Institute and CFA Society of Milwaukee, where she currently serves as Treasurer.