Portfolio Management:
Jeffrey W. Netols, CFA
President / Portfolio Manager
A seasoned portfolio manager with over 31 years of experience specializing in managing small cap portfolios, Jeff Netols brings a passion for investing, a strong performance track record, and commitment to providing his clients with the highest level of service. Jeff understands that building and sustaining long-standing client relationships is based on responsiveness and delivering the performance results clients expect.
In 2000, Jeff established Netols Asset Management to further his desire for applying his investment and research expertise in the small cap arena. The firm's business philosophy is based on managing a limited amount of assets, leveraging Jeff's 31 years of investment skills and unique change methodology approach to deliver strong performance to the clients it serves.
From 1993 to 2000, Jeff was a senior portfolio manager at Boston-based Putnam Investments in the Small Cap Value Group where he managed $1.3 billion in institutional portfolios and mutual funds. In addition to managing portfolios, he incubated and marketed an institutional small cap value product and raised over $550 million in assets. In 2000, he assisted in the development of a Small Cap proprietary product which received national recognition from a leading rating agency. Jeff also mentored small cap value and mid cap value portfolio managers within the organization. Products managed by this group attained industry recognition and included a high profile institutional client list. Jeff resigned from Putnam to establish his own firm in Mequon, Wisconsin.
Prior to joining Putnam, Jeff began his formal portfolio management career in 1985 at Associated Bank Corp. in Green Bay, Wisconsin. His mentor was John Nabor, a Founding Director of the Wisconsin State Retirement System. With Jeff's zeal for fundamental research and his quest for value, he created and established the small cap value product, with a focus on companies with a cap range of $50 million to $1.25 billion. Jeff managed over $130 million for the bank, including the small cap value product.
Education
- University of Wisconsin - Finance, MBA
- University of Wisconsin - Finance, BS
- Chartered Financial Analyst
- Member of CFA Society of Milwaukee
Michael D. Groblewski, CFA
Vice President / Assistant Portfolio Manager
Mike Joined Netols Asset Management in April 2005 as a Senior Securities Analyst. He brings 24 years of related experience in both the public and private equity markets. Prior to joining Netols Asset Management, Mike was a portfolio manager at M&I Investment Management Corp. where he managed approximately $500 million in small and mid cap mutual fund assets. Preceding his investment management experience, Mike was a sell-side analyst with Cleary Gull Reiland and McDevitt providing research on industrial, communications equipment and special situation companies. Prior to his public market experience, Mike began his career valuing private companies across various industries.
Education
- Syracuse University - Finance and International Business, MBA
- University of Wisconsin - Madison - Finance, BBA
Professional Affiliation and Accreditation
- Chartered Financial Analyst
- Member of CFA Society of Milwaukee
Matthew P. Totsky, CFA
Securities Analyst
Years of investment experience: 10
Education
- University of Wisconsin - Madison - Finance, Investment, and Banking, BBA
- 2006 - Present Netols Asset Management
- Chartered Financial Analyst
- Member of CFA Society of Milwaukee
Brandon K. Hofmann
Securities Analyst
Years of investment experience: 9
Education
- University of Wisconsin - Whitewater - Finance, BBA
- 2007 - Present Netols Asset Management
- Level II CFA Candidate
John A. Dahmen, CFA
Head Trader/Securities Analyst
Years of investment experience: 11
Education
- Marquette University - Finance and Real Estate, BS
- 2005 - Present Netols Asset Management
- Chartered Financial Analyst
- Member of CFA Society of Milwaukee
Kathleen A. Daley
Chief Compliance Officer
Kathleen joined Netols in April of 2015 to perform the compliance function. Kathleen has over 19 years of experience in the operations and compliance areas. Prior to joining Netols Asset Management, Kathleen was a Compliance Officer and Operations Manager for Cortina Asset Management for ten years. Prior to Cortina, she worked for M&I Investment Management Corp. as a Compliance Analyst.
Education
- University of Wisconsin - Milwaukee - English, BA