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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
Kyle Wortman
Kyle is a junior from Westchester, New York. 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 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.
Vice President- Internal Affairs
Jake Derfel
Jake is a junior from Chicago, IL studying Data Science with certificates in Consulting and Sustainability. Outside the classroom, he's passionate about fitness, fashion, and keeping up with the latest TV shows and movies.
Vice President- Internal Affairs
Brennan Donath
Brennan is a junior from Chicago, IL, majoring in Personal Finance: Financial Planning and Economics, along with a Certificate in Business. He enjoys watching football, staying active through workouts, and spending time with friends in his free time.
Vice President - External Development
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.
Director 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.
Director 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.
Director of Diversity, Equity, & Inclusion
Maria Casadiego
Maria is from Weston, Connecticut and majoring in Economics. She enjoys swimming, traveling, and going to concerts in her free time.
Director of Marketing
Kadrin Dwyer
Kadrin is a sophomore from Lakeville, Minnesota pursuing a degree in Finance, Investment, and Banking. Post graduation she plans to attend law school and enjoys running in her free time.
Club 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.
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