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About Us

Who We are

The Milwaukee Company is a wealth management firm based in Thiensville, Wisconsin.  We offer investment related services to individuals, trusts, investment entities, and charitable organizations.  We also provide insights and advice on how to reduce income taxes on investment portfolios, as well as plans to successfully transfer wealth to family members and charitable organizations.

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Our Team

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Andrew Willms, JD., LL.M

Mr. Willms is The Milwaukee Company’s Founder, President and Chief Executive Officer.  Andrew has primary responsibility for the management of client investments, and oversees the management of client accounts.  Mr. Willms is also an attorney with over thirty years of legal experience in the areas of estate planning, charitable giving, corporate law, and taxation law.  He has assisted his clients with all aspects of estate and retirement planning and is a fellow of the American College of Trust and Estate Counsel.  He has also been recognized by both Best Lawyers and SuperLawyers attorney ranking services as one of America’s top estate planning lawyers.

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Michael Willms

Michael is part of the portfolio strategy and wealth management teams at the Milwaukee Company. Michael has 40 years of extensive experience in both capital market operations and portfolio management. He received a Bachelor of Business Administration degree from the University of Wisconsin majoring in Accounting. Michael met FINRA’s registration requirements and has previously been designated as a general securities principal, options principal, and financial and operational principal.

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Shrey Patel

Mr. Patel serves as The Milwaukee Company’s Portfolio Manager.  Shrey oversees the development of The Milwaukee Company’s investment strategies and the management of client portfolios.  He earned his Master’s degree in Finance from IIT Stuart School of Business in Chicago and also holds a Bachelor’s degree in Computer Engineering.  Prior to joining the firm, Mr. Patel worked in the financial services industry and assisted traders by developing algorithms that identified arbitrages in futures and fixed income markets.

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James Picerno

James provides consulting services for analyzing financial markets, investment portfolios and the business cycle. He is the author of three books: Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return (Beta Publishing, 2018); Nowcasting The Business Cycle: A Practical Guide For Spotting Business Cycle Peaks Ahead Of The Crowd (Beta Publishing, 2014); and Dynamic Asset Allocation: Modern Portfolio Theory Updated For The Smart Investor (Bloomberg Press, 2010). Picerno has been analyzing finance and macroeconomic topics since the early 1990s at Bloomberg, Dow Jones and other media groups before becoming an independent consultant in 2008.

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Steven Doll

Mr. Doll is a Portfolio Strategist for The Milwaukee Company.  Mr. Doll assists with generating quantitative portfolio analytics and investment strategy development.  Steven graduated from the University of Wisconsin – Milwaukee with a bachelor’s degree in Finance and a certificate in Investment Management.

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Brian Lee

Mr. Lee serves as Wealth Manager for clients of the Milwaukee Company.  Mr. Lee responds to client requests and inquiries and assists with generating client reports and internal analytical reports.  He graduated from the University of Wisconsin – Milwaukee with a Master of Science in Management: Financial Analysis degree along with a certificate in Investment Management.  He also received a Bachelor of Business Administration degree from the University of Wisconsin – Whitewater majoring in Finance and Marketing.

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Laura Zakrajsheck

Ms. Zakrajsheck serves as The Milwaukee Company’s Operations Manager and Chief Compliance Officer.  She is available to assist The Milwaukee Company’s clients with administrative account-related matters.  Ms. Zakrajsheck also assists in matters pertaining to compliance; ensuring our firm meets or exceeds all federal and state mandated regulations and best practices. Ms. Zakrajsheck graduated from St. Norbert College with a bachelor of arts degree.

The Milwaukee Company™.  All rights reserved. Privacy Policy.
The content found on this website is for informational purposes only. Nothing presented on this website should be regarded as investment advice or as a solicitation for the provision of investment advice or for the purchase or sale of any security or investment.  Visitors to this site should conduct their own independent research before acting on any information found on this site. To learn more please refer to our Terms & Conditions.
The Milwaukee Company™ is a tradename of Estate Counselors, LLC.  Services provided by The Milwaukee Company™ do not constitute legal services, and neither The Milwaukee Company™ nor Estate Counselors, LLC are law firms or are licensed to practice law in any state or jurisdiction.

Address

414 N Main Street

Thiensville, WI 53092

Phone

(262) 238-6980

Fax

(262) 238-6999