OUR ANALYSTS AND EQUITY TRADERS

Daniel A. Bagdasarian CFA - Senior Equity Analyst

Dan has been responsible for equity research at Optique Capital and since joining Johnson Asset Management in 1998. Previously, he served as an Investment Officer for Johnson Trust Company and held investment operations positions at Bank One and at the Midwest Stock Exchange. Dan holds a Bachelor's degree in business administration from Marquette University and is a CFA charterholder. 10+ years professional experience; 10 years with the firm.


Michael H. Gandrud, CFA - Senior Equity Analyst

Mike has been responsible for equity research at Optique Capital and since joining Johnson Asset Management in 2004. Previously, he served as Vice President at the private equity firm of Cedar Creek Partners where he was responsible for originations, due diligence and portfolio management. He previously served as a commercial lender with LaSalle Bank and Firstar Bank. Mike holds a Bachelor’s degree in business administration from the University of Wisconsin-Whitewater, an MBA from Marquette University, and is a CFA Charterholder. -15 years professional experience; 4 years with the firm.


Eldene K. Doyle, CFA - Equity Analyst

Eldene has been responsible for equity research at Optique Capital and since joining Johnson Asset Management in 2003. Previously, she served as a research analyst for London Pacific Advisors and as an investment analyst at Financial Counselors, Inc. Eldene holds a Bachelor’s degree in finance from the University of Hawaii - Honolulu, and is a CFA charterholder. 15+ years professional experience; 5 years with the firm.


William T. Fitzpatrick, CFA - Equity Analyst

Bill has been responsible for equity research at Optique Capital and since joining Johnson Asset Management in 2004. Previously, he served as Fixed Income Research Analyst for Mid-States Corporate Credit Union and held investment positions at Thomas White Asset Management and The Northern Trust Company. Bill holds a Bachelor’s degree in business administration from Villanova, an MBA from the University of Notre Dame and is a CFA charterholder. 5+ years professional experience; 4 years with the firm.


Brad Krutsch, CPA, Equity Analyst

Brad has been responsible for equity research since joining Optique Capital Management in 2008. Previously, he served as Accounting Manager for the Minnesota Twins and prior to that position was a Senior Auditor with Ernst & Young. Brad holds a Bachelor’s degree and a Masters of Accountancy from the University of Wisconsin and is a Certified Public Accounts. 5 years professional experience; new with the firm.


Elizabeth M. Polzin - Quantitative Analyst

Beth has been responsible for quantitative analytics at Optique Capital and since joining Johnson Asset Management in 2004. Previously, she served as a Trust Investment Specialist for Johnson Trust Company. She holds the designation of Accredited Fiduciary Investment Manager through the Center for Fiduciary Studies. Beth holds a Bachelor of Science degree from Mount Mary College and an MBA from University of Wisconsin - Parkside. 5 years professional experience; 4 years with the firm.


Ann C. Emerson - Equity Trader

Ann has been responsible for equity trading at Optique Capital since 2003. Ann joined Johnson Asset Managemnt in 1999 as a quantitative analyst and later became an equity trader.  Previoulsy, she served as an Investment Officer for Firstar Trust Company. She received her Bachelor’s degree in business administration from the University of Wisconsin--Whitewater. Ann is a shareholder in the firm.


Patricia A. Petersen, Equity Trader

Pat has been an equity trader since joining what was Johnson Asset Management, now Optique Capital, in 2006. Previously, she served as a registered brokerage associate with Wachovia Securities. Pat holds Series 7 & 63 licenses with the NASD.

 

Optique Capital Management | 222 East Erie Street | Suite 500 | Milwaukee, Wisconsin 53202
Phone: 414-604-5200 | Fax: 414-604-5201