We are a locally owned, privately-held, independent advisory firm.
Our advice is not influenced by a corporate parent and we are
free to choose the right investment solutions for you.

Stephen Share
logo-icon

Stephen Share
CFA Portfolio Manager

Stephen Share joined Wisco Investment Management as a Portfolio Manager in January 2013. Stephen is responsible for analyzing various investment options and overseeing the management of client accounts. Mr. Share began working in the Investment Industry in 1996. Prior to joining Wisco, Stephen was an equity analyst at Morgan Joseph TriArtisan, where he was selected as one of the top Food Industry Analysts in the Wall Street Journal’s annual “Best on the Street” survey. Stephen has also held investment research positions at Madison Investment Advisors, Ark Asset Management and First Chicago NBD Investment Management. Stephen holds a BBA degree in Finance and an MS degree in Finance and Investments from the University of Wisconsin-Madison and is a graduate of the Applied Security Analysis Program at the Wisconsin School of Business. In 1999, Stephen received his Chartered Financial Analyst (CFA) designation. Stephen is married to Melanie and enjoys sports, reading, travel and family. He serves as Treasurer of the Kelch Aviation Museum in Brodhead, Wisconsin.

Contact us today for a free consultation to review your investments.

logo-icon

Greg Schroeder
Portfolio Manager

Greg founded Wisco Investment Management in November 2010 and currently serves as Chief Compliance Officer and Portfolio Manager. Greg holds a BA degree in Economics (1990), an MS degree in Business Statistics (1993) and an MS degree in Business Finance (1994) from the University of Wisconsin-Madison. He is a graduate of the Applied Securities Analysis Program at the Wisconsin School of Business. Mr. Schroeder worked as an investment analyst in New York City for several brokerage and investment banking firms. Greg worked as a financial advisor with a Midwest-based brokerage firm and buy-side analyst with a local alternative asset manager. He currently teaches graduate students in the Applied Securities and Analysis Program at the Wisconsin School of Business. Greg is married (Michelle) and has two daughters (Bailey and Brooke). He enjoys spending time with his family, playing golf, coaching wrestling and watching his daughters’ dance recitals.

Contact us today for a free consultation to review your investments.

Greg Schroeder

Start typing and press Enter to search