Brian leads the day-to-day implementation of the investment process of the AMR Team at Wealth Enhancement. He brings more than10 years of experience in corporate finance and investment management. His core competencies include top-down macroeconomic research, strategic asset allocation, bottom-up individual stock research, and ETF and mutual fund evaluation.

Randy has over 25 years of experience creating and managing a wide variety of portfolios. His diverse education and experience allow him to effectively create investment strategies that meet a broad range of client needs. He believes that honesty, education, and clear communication are cornerstones of a successful client-advisor relationship and always strives to be exceptional in those areas. He is currently a member of the CFA Society of Milwaukee.

Bertie is responsible for external manager research across both traditional and alternative investment strategies. He developed a curiosity for investment management while working at a private equity firm in Geneva, Switzerland. He has also done charity work in Kenya, trekked through North Africa, and served as a one-time fishing guide in Scotland.

Eric is an accomplished professional in the financial services industry. In addition to helping clients navigate their financial futures, Eric directs the investment process for the firm’s entire fixed income portfolio. He is well versed in many fixed income strategies and sectors but spends a great deal of time focused on the investment grade corporate and municipal bond markets. 

A seasoned portfolio manager and investment strategist, Brian has been in the asset management business since 1992 and joined Wealth Enhancement Group through the 10-15 Associates merger. He gained valuable experience managing funds at places such as Picton Mahoney Asset Management, where he successfully launched and ran a U.S. equity hedge fund that outperformed peers, and AllianceBernstein, where he authored investment strategy pieces and engaged institutional clients.