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Rimas M
Series 65
Milwaukee, WI
Campbell Newman Asset Management Inc
Rimas Milaitis is a financial advisor at Campbell Newman Asset Management Inc with 26 years of industry experience. He holds a Series 65 designation and has been with Campbell Newman since 2005. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. The firm manages over $1.29 billion in discretionary assets and employs three equity-focused strategies based on a bottom-up fundamental research process.
John B
Series 65, Series 66
Milwaukee, WI
Campbell Newman Asset Management Inc
John Bonnell is a financial advisor with Campbell Newman Asset Management Inc, holding Series 65 and Series 66 licenses and 23 years of industry experience. He has worked at Artisan Partners Limited Partnership and Artisan Partners Distributors LLC for a decade prior to joining Campbell Newman in 2017. Outside of finance, he is a minority owner and non-management member of Capriotti's Sandwich Shop through Red 27, LLC. Campbell Newman Asset Management provides discretionary portfolio management to institutional and individual clients, focusing on three equity strategies and a balanced legacy offering. The firm employs a bottom-up, fundamental investment process supported by independent research and an Investment Committee.
Jeremy E
CFA®, Series 66
Milwaukee, WI
Campbell Newman Asset Management Inc
Jeremy Ellis is a CFA® charterholder with 14 years of industry experience. He currently works at Campbell Newman Asset Management Inc, where he has been since 2021, following six years at Robert Baird & Co. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. The firm manages over $1.29 billion in discretionary assets and employs three equity-focused strategies based on bottom-up fundamental research and model portfolios.
Mary B
Milwaukee, WI
Campbell Newman Asset Management Inc
Mary Brown is a financial advisor at Campbell Newman Asset Management Inc with 38 years of industry experience. She has been with Campbell Newman Asset Management since 1986. The firm provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. Campbell Newman Asset Management employs three equity-focused strategies based on bottom-up fundamental research and manages approximately $1.29 billion in discretionary assets and $2.32 billion in Model Platform Account assets as of December 31, 2024.
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