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State Directory- Investment ManagementCampbell Newman is a 100% employee-owned boutique investment management firm serving institutional, intermediary and private clients. Our two strategies feature high-quality biased, high conviction portfolios and the Firm’s edge: “judgment backed by experience.” Importantly, our firm’s culture is built on five core values –client focused, stewardship, transparency, integrity and teamwork.
- Mutual FundsRimas M. Milaitis, Director of Research, Portfolio Manager/Analyst, has over 35 years experience in the investment management industry. Mr. Milaitis joined Campbell Newman in March 2005 after serving as the Portfolio Manager of the Growth & Income Equity mutual fund at Strong Capital Management. Prior to that, he served as Portfolio Manager and Analyst at Aon and the Illinois State Board of Investment. He graduated with a BS degree in Economics from Illinois State University and earned his MBA degree in Finance from DePaul University.
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- Asset ManagementMary C. Brown, CFA, President, Portfolio Manager/Analyst, has over 35 years experience in the investment management industry. During that time, she has gained broad knowledge in securities analysis, portfolio construction, client service, human resource management, regulatory compliance and strategic planning. Ms. Brown joined Campbell Newman Asset Management in November 1986 as an equity analyst. In 1995 she was named Director of Research. In May 2003, she was elected President of Campbell Newman. Ms. Brown graduated from Wheaton College in Norton, Massachusetts with a BA degree and is a Chartered Financial Analyst charterholder. Ms. Brown is an active community volunteer, having served on the Board of Directors of Women Investment Professionals and Junior Achievement Women’s Association, as well as Chairman on the Board of Advisors of the Digestive Disease Center at the Medical College of Wisconsin. She currently serves on the YPO Gold Wisconsin Board as Assistant Learning Officer.