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Geneva Capital Management Ltd.
       
 
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Geneva Capital Management Ltd.
 
 
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Geneva Capital Management Ltd. is the Investment Advisor 2009 midcap equity Separately Managed Account award winner. Read the full article in the April edition of Investment Advisor. This is the third year in a row Geneva has been recognized as the winner in the midcap equity space.

Geneva Capital Management Ltd., located in Milwaukee, Wisconsin, is an investment management firm offering investment management services to individual and institutional clients. The company was founded in January, 1987 by William A. Priebe, CFA and Amy S. Croen, CFA, veteran money managers with more than 60 years of combined experience.

Priebe and Croen founded Geneva in order to provide an investment approach focusing on high quality, consistently growing companies. Steadfast implementation of this style has benefited clients ever since.

Michelle J. Picard, CFA, joined Geneva in 1999 as Director of Marketing, was promoted to the position of Research Analyst in 2002, then Vice President, Portfolio Manager in the first quarter of 2005. Michelle became a Principal of the firm in the second quarter of 2006 and an Executive Vice President, Portfolio Manager in March of 2010. W. Scott Priebe, joined the firm as an Investment Analyst in 2004, and became a Principal in 2008 and also as of March 2010, became an Executive Vice President, Portfolio Manager.

Kristin Stanek joined the Marketing department of Geneva in 2004. She was promoted to the position of Research Assistant in 2007, Investment Analyst in the first quarter of 2009 and to Senior Research Analyst in April of 2010. Derek Pawlak, currently the Fixed Income Portfolio Manager, joined the firm in 2007.

Pictured left to right in the front: Kristin Stanek - Senior Research Analyst and Derek Pawlak - Portfolio Manager. Pictured left to right in the back: Bill Priebe - Co-President/Principal, Michelle Picard - Executive Vice President/Principal, Amy Croen - Co-President/Principal, Scott Priebe - Executive Vice President/Principal.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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