NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Job Titles:
- Investment and Planning Associate
Cal grew up in Wauwatosa, WI and resides in Milwaukee. He graduated UW La Crosse in 2021, where he majored in finance and minored in economics. He joined Northwestern Mutual as a Financial Planning Associate in 2022 and has his Series 6, 63 and insurance licenses. In his free time, Cal loves to attend concerts, swim and spend time with family and friends.
Chris grew up in Cedarburg WI and graduated from Lawrence University with a degree in Psychology and Economics. While at Lawrence, he was also a member of the men's soccer team and golf team.
Chris was introduced to Northwestern Mutual by a family friend and started his career there in 2007 as a College Financial Representative. He earned his position as a full-time representative of the firm in 2009 and has held the roles of College Unit Director, Field Director, and Managing Director. Chris is currently a Wealth Management Advisor and Partner at Park Place Wealth Management.
As an advisor, Chris is passionate about creating new relationships and believes there are endless opportunities to help people with their finances. Chris has been a member of the Million Dollar Round Table (MDRT) since 2012 and is also a member of Member of the National Association of Insurance and Financial Advisors (NAIFA).
Chris lives in Mequon with his wife Cassie, son, Joshua, and daughter, Chloe. He loves spending time with his family and friends, doing anything that involves sports (especially hunting and soccer), and dedicating time to his Church and his faith.
Job Titles:
- Partner and Wealth Management Advisor
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Director of Marketing and Client Experience
Emily is from Two Rivers, WI and currently resides in Milwaukee. She has been with Northwestern Mutual since 2017 in different capacities and has had the role of Director of Marketing and Client Services since 2021. In her free time, Emily loves to travel, attend concerts, go hiking and spend time with family and friends.
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Managing Director
- Board Member of the Northwestern Mutual Managing Directors Association
- Financial Representative
- Member of the Million Dollar Round Table
- Member of the National Association of Insurance and Financial Advisors
- Partner and Wealth Management Advisor
Jim Grogan grew up in Mequon, Wisconsin, attended the University of Wisconsin-Madison on the Evan's Scholarship and graduated with a bachelor's degree in Economics. He joined Northwestern Mutual in 1987 and spent the first twelve years building his practice as a Financial Representative. He was appointed Managing Director of the Northwestern Mutual - Park Place Milwaukee office in 1999, and has served in that role since, while maintaining his personal practice. Jim prides himself on his ability to lead by example and uphold his high levels of personal production. Jim is a Board Member of the Northwestern Mutual Managing Directors Association, Member of the Million Dollar Round Table (MDRT) and Member of the National Association of Insurance and Financial Advisors (NAIFA). A very passionate alum and sports enthusiast, Jim loves to cheer on the Wisconsin Badgers, the Milwaukee Brewers, the Milwaukee Bucks and Green Bay Packers. In his spare time, he enjoys golfing and playing tennis. Jim and his wife Meg have been married since 1988 and have a son, Matthew, who lives in Madison, WI.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Associate Portfolio Manager, Private Client Services
Katy grew up in Ozaukee County and graduated from St. Norbert College. She graduated with a degree in Education and joined the team in 2010 as an Associate Financial Representative. Katy is passionate about maintaining a high level of service for clients. In addition to her role on our team, she also serves in a recruiting capacity for the Northwestern Mutual - Greater Milwaukee office, training new Financial Representatives. Katy is Life Insurance, Accident, and Health licensed. Katy lives in Mequon with her husband Eric. In her free time, Katy enjoys home improvement projects, camping and spending time with her family. KATY IS RESPONSIBLE FOR: Internal office matters Client servicing Underwriting operations Application processing
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Director of Investment Services
Kevin graduated from UW-La Crosse with a degree in Business Administration in 1997. He joined the Northwestern Mutual - Greater Milwaukee office after spending 5 years as an advisor in Indianapolis. He and his wife Lisa live in Wauwatosa with their two children, JP and Lucas. In his free time, he spends time officiating high school and college football.
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Rick grew up in the Sheboygan area and attended the University of Wisconsin-Milwaukee. He graduated with a degree in social work and joined Northwestern Mutual in 2011 as a financial advisor. Rick later transitioned into the role of Director of Investments and Planning within the firm. Rick is licensed in both insurance and investments. In his free time, Rick enjoys spending time with his family hiking around various county and state parks in Wisconsin. He is a proud Milwaukee Bucks and Green Bay Packers season ticket holder and a passionate Liverpool Football Club supporter.
Job Titles:
- Director of Investments and Planning
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Partner and Wealth Management Advisor
Bill was born and raised in Green Bay, Wisconsin. He went to college at the University of Wisconsin-Madison, where he majored in personal finance. His excitement for planning grew with every UW-Wisconsin's Certified Financial Planning (CFP ®) course. After graduation, Bill moved to the Milwaukee area to build his practice and joined Northwestern Mutual in 2007. He held various leadership positions and quickly became the youngest Growth and Development Officer his office ever had.
William Mark Boyle, Christopher David Carlson, James P Grogan, Rick Timothy Fifrick, Charles F Hartt V and Kevin R Swiontek use Park Place Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Park Place Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. William Mark Boyle, Christopher David Carlson, James P Grogan, Rick Timothy Fifrick, Charles F Hartt V and Kevin R Swiontek provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. William Mark Boyle, Christopher David Carlson, James P Grogan, Rick Timothy Fifrick and Charles F Hartt V are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. William Mark Boyle, Christopher David Carlson, James P Grogan, Rick Timothy Fifrick, Charles F Hartt V and Kevin R Swiontek provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). William Mark Boyle, Christopher David Carlson, James P Grogan, Rick Timothy Fifrick, Charles F Hartt V and Kevin R Swiontek are Insurance Agents of NM.
Job Titles:
- Associate Portfolio Manager, Private Client Services