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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 sophomore 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 junior 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 Internal Affairs
Kadrin Dwyer
Kadrin is a sophomore from Lakeville, MN. She is pursuing a degree in Finance, Investment, and Banking. Post graduation she plans to attend law school and enjoys running in her free time.
Vice President of Internal Development
Alex Schneiderman
Alex is a sophomore 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 External Relations
Hunter King
Hunter is a sophomore 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 Communications
Elias Pederson
Elias is from Madison, WI. He is majoring in Finance, Investment, and Banking. He enjoys playing racquet sports, discovering new music, and watching Arsenal FC in his free time.
Vice President of Operations
Josh Gottesman
Josh is a sophomore 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 Finance
Zach Williams
Zach is a sophomore 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.
VP of Diversity, Equity, & Inclusion
Selina Torstere
Selina is a sophomore from Fairfield, CT. She is pursuing a degree in Finance.
Vice President of Marketing
Tyler Kloida
Tyler is a freshman from Brookfield, WI. He is currently undeclared but intends to major in Finance and Real Estate. 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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