{"id":19981,"date":"2026-04-10T12:47:35","date_gmt":"2026-04-10T17:47:35","guid":{"rendered":"https:\/\/uwm.edu\/business\/?post_type=program&#038;p=19981"},"modified":"2026-08-10T16:18:20","modified_gmt":"2026-08-10T21:18:20","slug":"support-advisory-council","status":"publish","type":"program","link":"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/support-advisory-council\/","title":{"rendered":"Support &amp; Advisory Council"},"content":{"rendered":"\n    <div class=\"uwm-l-container--base uwm-u-py-80\">\n        \n\n<div class=\"uwm-l-row\">\n<div id=\"primary\" class=\"uwm-l-col content-area\">\n<div id=\"main\" class=\"site-main\">\n\t<header class=\"page-header\">\n\t\t<h1 class=\"entry-title heading-separator\">\n\t\t\tSupport &amp; Advisory Council\t\t<\/h1>\n\t<\/header>\n\t\n\t\n\n<p class=\"wp-block-paragraph\">The Investment Certificate Management Program is fortunate to have the support of many investment professionals from firms in its home state of Wisconsin and beyond. They actively serves as \u201cclients\u201d for student presentations, frequently join us as guest speakers to provide insights into specific topics in the investment practice courses, and provide generous donations for state-of-the-art facilities and programs.<\/p>\n\n\n\n<h2 id=\"h-founding-supporter\" class=\"wp-block-heading\">Founding Supporter<\/h2>\n\n\n\n<figure class=\"alignleft uwm-c-img--left\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"366\" src=\"https:\/\/uwm.edu\/business\/wp-content\/uploads\/sites\/554\/2026\/04\/Dave_Nicholas.gif\" alt=\"Dave Nicholas\" class=\"wp-image-19983\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>David O. Nicholas (\u201987), President of Nicholas Funds,<\/strong> established the David O. Nicholas Applied Finance Lab with a generous $2.5 million gift, and is the founding supporter of the IMCP program. He also endowed the David O. Nicholas Director of Investment Management, and is on ongoing donor to support the Program&#8217;s activities with total gifts of approximately $5 million. David is actively involved in many of the program\u2019s activities both inside and outside of the classroom.<\/p>\n\n\n\n<div style=\"height:5px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-advisory-council\" class=\"wp-block-heading\">Advisory Council<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Bob Bukowski<\/strong>, Founder, Principal &amp; Senior Consultant, Alpha Investment Group<\/li>\n\n\n\n<li><strong>Larry Davanzo<\/strong>, Retired President &amp; Vice Chairman, Wilshire Associates<\/li>\n\n\n\n<li><strong>Ian Elfe, CFA<\/strong>, Senior VP &amp; Senior Investment Analyst, Baird Funds<\/li>\n\n\n\n<li><strong>Jeff Geygan<\/strong>, President &amp; CEO, Global Value Investment Corp.<\/li>\n\n\n\n<li><strong>Bill Nasgovitz<\/strong>, Chairman &amp; Portfolio Manager, Heartland Advisors<\/li>\n\n\n\n<li><strong>Don Nesbitt, CFA<\/strong>, Chief Investment Officer, ZCM Equity Group &amp; Senior Portfolio Manager, Ziegler Capital Management LLC<\/li>\n\n\n\n<li><strong>David Nicholas, CFA<\/strong>, CEO, President, Chief Investment Officer &amp; Portfolio Manager, Nicholas Company, Inc.<\/li>\n\n\n\n<li><strong>Paige Radke<\/strong>, Private Wealth Management Investment Strategist, UMB Bank<\/li>\n\n\n\n<li><strong>Noaman Sharief<\/strong>, Senior VP &amp; Portfolio Manager, Dana Investment Advisors<\/li>\n\n\n\n<li><strong>Marco Spada, CFA<\/strong>, Director &amp; Senior High Yield Research Analyst, Northwestern Mutual<\/li>\n<\/ul>\n\n\n\n<h2 id=\"h-student-managed-investment-portfolio-donors\" class=\"wp-block-heading\">Student-Managed Investment Portfolio Donors<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Our students benefit considerably from being able to actively manage an investment portfolio with close to $6 million in assets. This is made possible by generous contributions from UWM Foundation and the donors on the following list:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>$1,000,000 \u2014 Baird associates who are UWM alumni (Supported by Baird)<\/li>\n\n\n\n<li>$1,000,000 \u2014 Denise Elfe, honoring Gary Elfe, Co-Founder, Baird Advisors<\/li>\n\n\n\n<li>$100,000 \u2014 Paul Franke, Retired Investment Officer, William Blair<\/li>\n\n\n\n<li>$100,000 \u2014 Bill Nasgovitz, President, Heartland Advisors<\/li>\n\n\n\n<li>$100,000 \u2014 David O. Nicholas, President, Nicholas Funds<\/li>\n<\/ul>\n\n\n\n<div class=\"uwm-l-row uwm-l-row--3\">\n<div class=\"uwm-l-col\">\n<div style=\"height:1px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-elmbrook-humane-society\" class=\"wp-block-heading\">Elmbrook Humane Society<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As part of their coursework, students work on management of Elmbrook Humane Society\u2019s about $6 million investment portfolio.<\/p>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-l-col--3\">\n<figure class=\"aligncenter uwm-c-img--center uwm-u-pt-40 uwm-u-w-150--px\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"299\" src=\"https:\/\/uwm.edu\/business\/wp-content\/uploads\/sites\/554\/2026\/04\/elmbrook-humane-society-logo.png\" alt=\"Elmbrook Humane Society logo\" class=\"wp-image-19941\" srcset=\"https:\/\/uwm.edu\/business\/wp-content\/uploads\/sites\/554\/2026\/04\/elmbrook-humane-society-logo.png 300w, https:\/\/uwm.edu\/business\/wp-content\/uploads\/sites\/554\/2026\/04\/elmbrook-humane-society-logo-150x150.png 150w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<h2 id=\"h-partners-providing-access-to-high-quality-tools\" class=\"wp-block-heading\">Partners Providing Access to High-Quality Tools<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A wide range of investment firms provide our students with top-notch research, analytical resources and data. Our thanks to these partners:<\/p>\n\n\n\n<h3 id=\"h-research\" class=\"wp-block-heading\">Research<\/h3>\n\n\n\n<div class=\"uwm-l-row\">\n<div class=\"uwm-l-col\">\n<ul class=\"wp-block-list\">\n<li>Bank Credit Analyst<\/li>\n\n\n\n<li>Couoloir Capital<\/li>\n\n\n\n<li>CreditSights<\/li>\n\n\n\n<li>Evercore ISI<\/li>\n\n\n\n<li>Fundamental Research Corp.<\/li>\n\n\n\n<li>JP Morgan<\/li>\n\n\n\n<li>The Leuthold Group<\/li>\n\n\n\n<li>Merrill Lynch<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"uwm-l-col\">\n<ul class=\"wp-block-list\">\n<li>Morgan Stanley<\/li>\n\n\n\n<li>Morningstar<\/li>\n\n\n\n<li>Piper Sandler<\/li>\n\n\n\n<li>Robert W. Baird<\/li>\n\n\n\n<li>Sidoti &amp; Company<\/li>\n\n\n\n<li>Standard &amp; Poor\u2019s<\/li>\n\n\n\n<li>Topdown Charts<\/li>\n\n\n\n<li>UBS<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<h3 id=\"h-analytical-resources\" class=\"wp-block-heading\">Analytical Resources<\/h3>\n\n\n\n<div class=\"uwm-l-row\">\n<div class=\"uwm-l-col\">\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.simcorp.com\/solutions\/axioma-solutions\" data-type=\"link\" data-id=\"https:\/\/www.simcorp.com\/solutions\/axioma-solutions\" target=\"_blank\" rel=\"noreferrer noopener\">Axioma<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.bloomberg.com\/\" data-type=\"link\" data-id=\"https:\/\/www.bloomberg.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Bloomberg<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.factset.com\/\" data-type=\"link\" data-id=\"https:\/\/www.factset.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">FactSet<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"uwm-l-col\">\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.northinfo.com\/\" data-type=\"link\" data-id=\"https:\/\/www.northinfo.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Northfield<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.steelesystems.com\/\" data-type=\"link\" data-id=\"https:\/\/www.steelesystems.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Steele Systems<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.think-cell.com\/en\" data-type=\"link\" data-id=\"https:\/\/www.think-cell.com\/en\" target=\"_blank\" rel=\"noreferrer noopener\">think-cell<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.ubs.com\/global\/en\/investment-bank\/holt.html\" data-type=\"link\" data-id=\"https:\/\/www.ubs.com\/global\/en\/investment-bank\/holt.html\" target=\"_blank\" rel=\"noreferrer noopener\">UBS Holt Lens<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<h3 id=\"h-data\" class=\"wp-block-heading\">Data<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.lseg.com\/en\/ftse-russell\" data-type=\"link\" data-id=\"https:\/\/www.lseg.com\/en\/ftse-russell\" target=\"_blank\" rel=\"noreferrer noopener\">FTSE Russell<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.spglobal.com\/en\" data-type=\"link\" data-id=\"https:\/\/www.spglobal.com\/en\" target=\"_blank\" rel=\"noreferrer noopener\">Standard &amp; Poor\u2019s<\/a><\/li>\n<\/ul>\n\n<\/div>\n\n<\/div>\n\n\n\n<div id=\"secondary\" class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1 content-area\">\n            <nav aria-label=\"Section\" class=\"uwm-p-navigation-list uwm-p-navigation-list--gold-border uwm-u-mb-40\">\n                <div class=\"uwm-p-navigation-list--title\">\n                    <a href=\"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/\">Investment Management Certificate Program<\/a>                <\/div>\n                <ul>\n                                            \n                        <li class=\"\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/timeline\/\" >Timeline of Success, 2009-2025<\/a>                        <\/li>\n                                                \n                        <li class=\"\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/support-advisory-council\/\" >Support &amp; Advisory Council<\/a>                        <\/li>\n                                                \n                        <li class=\"\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/for-employers\/\" >For Employers<\/a>                        <\/li>\n                                                \n                        <li class=\"\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/alumni\/\" >Alumni<\/a>                        <\/li>\n                                                \n                        <li class=\"\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/portfolio-management\/\" >Portfolio Management<\/a>                        <\/li>\n                                                \n                        <li class=\"\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/wisconsin-30-index\/\" >Wisconsin 30 Index<\/a>                        <\/li>\n                                                \n                        <li class=\"\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/macro-specialist-designation\/\" >Macro Specialist Designation<\/a>                        <\/li>\n                                                \n                        <li class=\"\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/defining-markets-conference\/\" >Defining Markets Conference<\/a>                        <\/li>\n                                        <\/ul>\n            <\/nav>\n        \n\n\n\n\n<\/div>\n<\/div>\n\n    <\/div>\n\n","protected":false},"author":19861,"parent":19946,"template":"","meta":{"_uwm_academics_program_template":"subpage","_uwm_academics_program_navigation":[],"uwm_academics_program_card_image_id":0,"uwm_academics_program_banner_image_id":0,"uwm_academics_program_sort_title":"","uwm_academics_program_external_url":"","uwm_academics_program_jump_details_btn":true,"_uwm_academics_program_exclude_from_programs_archive_page":false,"_uwm_academics_program_exclude_from_programs_block":false,"_uwm_academics_program_exclude_from_department_page":false,"footnotes":"","uwm_wg_additional_authors":[]},"program_group":[],"program_tag":[],"program_type":[],"program_format":[],"program_department":[],"class_list":["post-19981","program","type-program","status-publish","hentry"],"uwm_unpublish_requested":false,"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.5 (Yoast SEO v28.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Lubar College of Business<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/uwm.edu\/business\/academics\/investment-management-certificate-program\/support-advisory-council\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Support &amp; 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