About - Spectrum Investment Advisors
Header-About
Header-About

INDUSTRY LEADERSHIP・COMMUNITY IMPACT

Spectrum_Milwaukee's Best and Brightest Companies to Work for Winner 2023

Understanding makes the difference.

As you get to know us, you’ll find a harmonious team of unique individuals, each bringing a strong background, a deep commitment, exceptional education and training, an informed perspective, and a personal passion for driving success. If you look in the windows of our own coffeehouse on any given day, you’ll see a group that knows how to work together, and engage the powerful wisdom that only a strong team offers.

 

  • Patented color-coded Spectrum Investor® Communication Process
  • Registered Investment Advisor with the Securities and Exchange Commission (SEC)*
  • Privately held and independent firm with all six partners actively involved
  • Selected as Best Places to Work by local and national publications (see press and awards below)

*Registration with the SEC does not imply a certain level of skill or training

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Manuel Rosado
President/Partner
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Jonathan Marshall
CIO/CCO/Partner
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Matt-Demet
Matthew Demet
Senior Vice President - Business Development/Partner
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James F. Marshall
Chairman, Founder
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Brian White
Wealth Manager/Partner
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Scott Schwartz
Senior Relationship Manager
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Suzanne M. Weeden
Senior Relationship Manager
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Mike McDonald
Wealth Manager
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Paul Minick
Financial Education Advisor
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Ryan Strankowski
Relationship Manager
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Dan DeDecker
Relationship Manager
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Emily Zimmerman
Relationship Manager
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Laura Schnoor
Financial Education Advisor
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John Miller
Financial Education Advisor
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Elizabeth Walter
Financial Education Advisor
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Jonathon Jesse
Financial Education Advisor
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Donna Allen
Office Manager/Compliance Coordinator
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Sara Olson
Client Service Associate
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Angelica Niemann
Marketing Manager
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Rocki Mort
Sales Assistant
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Kassandra Thompson
Sales Assistant
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Max Flanagan
Wealth Manager

PRESS & AWARDS

From the quality of our workplace to the depth of our track record, we’ve been honored with a wide range of prestigious awards and recognitions. We’re extremely proud of each and every one, but the most important recognition of all is the loyalty of our clients. Our thanks to all.

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