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Executive Board
Wealth Management Group is run by a small team of students dedicated to helping others learn about the wealth management discipline.
President
Quinn Daugherty
Quinn is a junior from Rogers, MN. She is pursuing a degree in Finance, Investment, and Banking and Real Estate and Land Economics. She enjoys shopping, playing pickleball, and spending time on the water.
Executive Advisor
Kyle Wortman
Kyle is a senior from Westchester, NY. He is majoring in Finance, Investment, and Banking and Information Systems, with certificates in Consulting and Sustainability. He enjoys running and cooking in his free time.
Vice President of Relationships
Alex Schneiderman
Alex is a junior from Highland Park, IL. He is majoring in Personal Finance on the CFP Financial Planning track, with a certificate in accounting. He enjoys working out, watching sports and hanging with friends in his free time.
Vice President of Experience
Hunter King
Hunter is a junior from DeForest, WI, studying Finance, Investment, and Banking. Outside of class, Hunter enjoys watching sports like football, basketball, and spending time outside with friends or family.
Vice President of Development
Sam Moore
I am a sophomore from Green Bay, WI. I am majoring in accounting. In my free time I enjoy watching sports, traveling and hanging out with friends.
​Vice President of Relationships
Ella Paquette
Ella is a junior from Shullsburg, WI. She is majoring in Finance, Investment, and Banking. She enjoys lifting, shopping, and spending time with friends.
Vice President of Careers
Josh Gottesman
Josh is a junior from Westchester, NY. He is majoring in Finance, Investment, & Banking. He likes to watch Baseball and listen to country music in his free time.
Vice President of Careers
Zach Williams
Zach is a junior from Northbrook, IL. He is pursuing degrees in Finance, Investment, & Banking and Risk Management & Insurance. He enjoys watching films and sports, fitness, and cooking in his free time.
Vice President of Finance
Selina Torstere
Selina is a junior from Fairfield, CT. She is pursuing a degree in Finance.
Vice President of Marketing/Communications
Tyler Kloida
Tyler is a sophomore from Brookfield, WI. He is majoring in Finance. In his free time, he enjoys working out and spending time with friends and family.
WSB Faculty Advisor
John Grande
John Grande has had an esteemed career of practical regional, and national experience in Wealth Management with U.S. BANK as well as a government appointment as the Administrator of Banking for the Wisconsin Department of Financial Services.
WSB Faculty Advisor
Marshall Lund
Marshall has built a nearly decade-long career in comprehensive wealth management and is currently a Partner at Creative Planning. He holds a BBA in Finance from the University of Wisconsin–Madison and is both a CERTIFIED FINANCIAL PLANNER® and CERTIFIED PRIVATE WEALTH ADVISOR™ professional.
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