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
Cathy has been with Northwestern Mutual for over 15 years. She started her career in 2007 as an Associate Financial Representative and is currently the Director of Operations for Continuum Capital. With over 35 years of industry experience, her passion is helping clients reach their financial goals by connecting them with the trusted advisors. You will find her scheduling client reviews, arranging client events, providing excellent customer service, and working on many notable projects. Cathy is a caregiver by design, which is why she will put you and your family at the center of everything she does.
Cathy resides in River Falls, WI, with her husband, Vern. They enjoy spending time with family and friends at the lake in Sarona, WI, taking side-by-side tours around the Northland, fishing, watching the Packers, and enjoying life.
Job Titles:
- Member of the FIXED INCOME TEAM
Job Titles:
- Client Experience Manager
Dani began her career in the financial industry in 2022 after more than a decade in Healthcare Management and Operations, which led her to finding her passion in supporting clients on the journey to strengthening their financial health. Dani is an innovative and persistent problem solver who loves to collaborate with her team and develop relationships with clients along the way.
A life-long resident of the St. Croix valley, Dani currently resides in Somerset, WI with her husband Kyle and their two children, Annika and Parks. When she and her husband are not watching their kids on a hockey rink or at a ball field, you'll find the family on the water, wake surfing in the summer, and skiing or snowboarding in the winters.
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
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Associate Financial Representative
Felix started at Northwestern Mutual at the home office in the summer of 2022. Shortly after, he accepted a full-time position with Jeff and has been working part-time before he graduates in May of 2023. After that, he will join Continuum Capital full-time.
Originally from Wichita, Kansas, Felix is currently a senior at Kansas State University studying Personal Financial Planning. Upon graduation in May, he will be moving to Minneapolis/St. Paul and living out of the state of Kansas for the first time. Felix loves to hike, golf, go to sporting events, and travel in his free time. He especially loves to travel to Moab, Utah, and cannot wait to embrace the hockey culture in Minnesota!
Job Titles:
- Vice President - NMWMC Investment Management & Research
Job Titles:
- Associate Portfolio Manager, Equities
Job Titles:
- Senior Portfolio Manager, Equities
Jeff joined Northwestern Mutual in 1998 after graduating from the Carlson School of Management at the University of Minnesota and completing an internship with Ameriprise Financial. He specializes in business planning for closely held and family-owned businesses, income distribution and tax efficient strategies for retirement, trust and coordination of benefits for families with children with special needs, planning with executive compensation and stock options, and tactical and time-weighted asset allocation strategies.
In 2002 Jeff was one of the youngest ever to be appointed Managing Director at Northwestern Mutual, and in 2016 he served as the President of the Managing Directors Association. He is also very involved with the University of Minnesota as a board member of the M Health Fairview Cancer Philanthropic Board and the Corporate Committee Board for The Masonic Children's Hospital.
Jeff and his wife, Elyssa, reside in Afton, MN. In his free time, he enjoys traveling, playing golf, working out, boating, and creating memories at their lake home in Northern Wisconsin.
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Member of the NMWMC INVESTMENT CONSULTANT TEAM
Job Titles:
- Manager Research and Senior Research Analyst
Job Titles:
- Member of the SENIOR LEADERSHIP TEAM
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Associate Wealth Management Advisor
Kaylee joined Continuum Capital in 2020 after completing the internship program at Northwestern Mutual. During her time on the team, she has worn many hats, starting on the operations side of the business and landing in the planning space as an Associate Wealth Management Advisor. She graduated from the University of Wisconsin - River Falls with a Bachelor of Arts in Business Administration with an emphasis in finance.
Kaylee resides in Burnsville, MN, with her boyfriend Zac and their lab/border collie puppy Moose. Outside of work she enjoys traveling, being outdoors (when it's not unbearably cold), and spending time with family and friends.
Job Titles:
- Senior Research Analyst, NMWMC Research
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:
- Senior Portfolio Manager, Equities
Job Titles:
- Member of the FIXED INCOME TEAM
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Client Experience Manager
Molly retired in September of 2019 from 20 years with the Air Force and Air National Guard and feels honored to continue serving others by assisting them in securing their financial future at Continuum Capital. Molly strives daily to cultivate energy, enthusiasm, attention to detail, and organizational skills to help clients and team members reach their goals.
In her free time, Molly spends most of her time helping her daughter explore the world around her, scrapbooking, traveling to visit family both in Iowa and Wisconsin, volunteering at church, and - in support of her Minnesotan born husband - cheering on the Minnesota Vikings. Originally from the Quad Cities, Iowa, Molly now resides in Inver Grove Heights, Minnesota, with her husband, Ryan, and their two-year-old daughter, Katya. They welcomed their second child, Walter, in February of 2023 and could not be more excited for his arrival.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Portfolio Manager, Fixed Income
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC INVESTMENT CONSULTANT TEAM
- Senior Investment Consultant
Tom Clasby graduated from the University of Minnesota with a degree in Political Science and Business Management and is a CFP® Professional and Financial Representative at Continuum Capital. Tom knows the impact a well-executed, thoughtful financial plan can have on someone's economic trajectory and feels it is his responsibility to treat each client's plan with the care and expertise he would expect from his own. Being able to impact families and empower them to achieve their financial and life goals is what he loves most about his job.
Tom specializes in serving corporate executives, business owners, and families with children with special needs. When not working, Tom loves to cook, coach his son's basketball team, spend time with his family, bike, and follow the University of Minnesota sports teams.
Thomas E Clasby, Jeffrey J Manderfeld and Kaylee R Beier use Continuum Capital as a marketing name for doing business as representatives of Northwestern Mutual. Continuum Capital 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. Thomas E Clasby, Jeffrey J Manderfeld and Kaylee R Beier provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Thomas E Clasby and Jeffrey J Manderfeld are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Thomas E Clasby, Jeffrey J Manderfeld and Kaylee R Beier 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). Thomas E Clasby, Jeffrey J Manderfeld and Kaylee R Beier are Insurance Agents of NM.
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services