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Campbell Newman Asset Management, Inc.

330 E. Kilbourn Avenue, Suite 1125
Milwaukee, Wisconsin 53202
United States
 
Contact :      Robin Harrison
Phone :       414-908-6670
Fax :             262-243-7200
Email :         rharrison@campbellnewman.com
Web :           http://www.campbellnewman.com

Campbell Newman Asset Management, Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $776
Tax-Exempt Managed ($Mil) : $226
Taxable Assets Managed ($Mil) : $550
Year Founded : 1977
Wrap Programs Offered? : Yes
# of Accounts Managed : 868
In-House Research : 50 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : Yes
Wrap Program Description  
In $ Thousands

Campbell Newman Asset Management, Inc. History

Campbell Newman was founded in 1977 by Leonard Campbell, Jr. through the merger of R.F. Newman & Company and American Investment Services. Mr. Campbell retired in early 2001 but the name of the firm has been retained in his honor. The current management group has been in place since 2003, the year Mary C. Brown, CFA was named company President and the Large Cap Dividend strategy was launched. Mary Brown and Thomas H. Bolgert, CFA, developed the Large Cap Dividend strategy’s unique philosophy and methodology based upon the findings of their research on the impact dividends have on dampening volatility and the signaling effect of dividend policy. Rimas M. Milaitis rounded out the team when he joined Campbell Newman in March 2005 as Director of Research.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
832
$593.1
 
Limited Partnership :
 
Foundations :
6
$19.6
ERISA :
Unions, Taft-Hartley :
Public :
4
$21.3
Others :
26
$141.7
Total # of Professional : 7 Analysts : 1
Portfolio Managers : 2 Traders : 1
Client Service : 1 Operation : 2

Campbell Newman Asset Management, Inc. Personnel

Ms.  Robin Harrison

Data Preparer
Tel : 414-635-1011
Email: rharrison@campbellnewman.com

Ms.  Mary Brown

Portfolio Manager
Tel :
Email: mbrown@campbellnewman.com
Mary C. Brown, CFA, President, has 27 years experience in the investment management industry. During that time, she has gained broad knowledge in securities analysis, portfolio construction, client service, human resource management, regulatory compliance and strategic planning. A graduate of Wheaton College in Norton, Massachusetts with a BA degree, Ms. Brown began her work at Campbell Newman Asset Management in November 1986 as an equity analyst. In 1991, she earned the Chartered Financial Analyst designation and, in 1994 she was made co-director of research. She was named director of research in 1995. In May 2003, she was elected President of CNAM. Ms. Brown is an active community volunteer, having served on the Board of Directors of Women Investment Professionals and Junior Achievement Women’s Association, as well as on the Board of Advisors of the Digestive Disease Center at the Medical College of Wisconsin.

Mr.  Thomas Bolgert

Portfolio Manager
Tel :
Email: tbolgert@campbellnewman.com
Thomas H. Bolgert, CFA, Vice President/Portfolio Manager, joined Campbell Newman Asset Management in April 2002. Mr. Bolgert started in the business in 1985 and was most recently employed at Amcore Financial as a portfolio manager for the Vintage Funds. Prior to Amcore, he was a vice president and analyst at Firstar Investment Research and Management Company, LLC (FIRMCO). He graduated with a BS degree in business administration from Valparaiso University and received his MBA degree in finance from University of Wisconsin-Madison.

Mr.  Rimas Milaitis

Researcher/Analyst
Tel :
Email: rmilaitis@campbellnewman.com
Rimas M. Milaitis, Director of Research, joined Campbell Newman Asset Management in March of 2005. He has been employed in the equity investment management business since 1987. Most recently, Mr. Milaitis was employed at Strong Capital Management where he served as the portfolio manager of the Growth & Income equity mutual fund. Prior to that, he served as portfolio manager and analyst at a Chicago-based insurance company Aon and the Illinois State Board of Investment. He graduated with a BS degree in economics from Illinois State University, and earned his MBA degree in finance from DePaul University.

Mr.  John Bonnell

Marketing Director
Tel : 414-635-1002
Email: jbonnell@campbellnewman.com
John C. Bonnell, Director of Business Development, has 15 years experience in the investment management industry. Mr. Bonnell joined Campbell Newman Asset Management in June 2017. Most recently, Mr. Bonnell spent ten years at Artisan Partners working on the Intermediary and Institutional Distribution Teams. Prior to that, he held client-facing positions at Goldman Sachs and Robert W. Baird & Co. He graduated with a BS degree in finance from Butler University, and earned his MBA degree in marketing from Loyola University Chicago. 

Campbell Newman Asset Management, Inc. Product Name

Large Cap Dividend Growth:Privately Managed Accounts
Report Created: January,26 2020.  Copyright Money Manager Review , All rights Reserved.
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