Michael Collet, CFA
Vice President
Fixed Income Analyst
University of Wisconsin- Madison, BS 1994 MS 1998
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Michael Collet, CFA, is a Vice President and Fixed Income Analyst with WB Capital Management Inc. He holds a BS degree in Economics and a MS degree in Finance from the University of Wisconsin- Madison. Michael earned his Chartered Financial Analyst (CFA) designation in 2001 and is a member of the CFA Society of Iowa and the CFA Institute. He served as a CFA exam grader from 2002 - 2004 and was a finance instructor for Iowa State University in 2002. Prior to joining WB Capital Management Inc., Michael was a financial analyst intern with Madison Valuation Associates and was a member of the University of Wisconsin's Applied Security Analysis Program.
Phone: (515) 224-2707
Fax: (877) 882-2814
mcollet@wbcap.net
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Kevin Croft, CFA
Director
Fixed Income Group - Manager
Drake University, BS/BA 1989 MBA 1995
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Kevin Croft, CFA, is Director and Fixed Income Group Manager for WB Capital Management Inc. He earned his Chartered Financial Analyst (CFA) designation in 1999 and is a member of the CFA Institute. Kevin is also member of the CFA Society of Iowa. Prior to joining WB Capital Management Inc., he was a portfolio manager with Principal Global Investors.
Phone: (515) 224-2703
Fax: (866) 302-1816
kcroft@wbcap.net
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Laurie Mardis, CFA
Sr. Vice President
Portfolio Manager
Drake University, BSBA 1993 MBA 1995
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Laurie Mardis, CFA, is Sr. Vice President and Portfolio Manager for WB Capital Management Inc. Laurie earned her Fellow, Life Management Institute (FLMI) designation in 1994, followed by her Chartered Financial Analyst (CFA) designation in 1998. She is a board member of CFA Society of Iowa and a member of the CFA Institute. Active in her community, Laurie is a current member of the National Advisory Board for the College of Business at Drake University. Before joining WB Capital Management Inc., she was a fixed income portfolio manager with Wells Fargo.
Phone: (515) 224-2719
Fax: (866)958-1897
lmardis@wbcap.net
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John Osier, CFA
Fixed Income Analyst
Iowa State University BS
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John Osier, CFA, is a Fixed Income Analyst for WB Capital Management Inc. He earned his BS degree in Finance and Transportation Logistics from Iowa State University. John is responsible for credit analysis and related activities in support of the credit analysis and management team. He earned his Chartered Financial Analyst (CFA) designation in 2006 and is a member of the CFA Institute. Prior to joining WB Capital Management Inc., John was with Oppenheimer Funds.
Phone: (515) 224-2769
Fax: (877) 816-0118
josier@wbcap.net
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