Dec 9, 2012, Journal Sentinel's Kathleen Gallagher interviewed Greg Wait on current Investment Trends. Read the full article: "Low-quality stocks continue to provide strong returns."

 

We've Grown! Meet our two new investment consultants: Tony Sebranek and Martin Suechting.

 

Investment Trends column of Milwaukee Journal-Sentinel shows Top-Down investment strategies are achieving positive results.
Read article on Top-Down Investing

 

Additional articles in the Milwaukee Journal Sentinel featuring Falcons Rock:
One is a fascinating story about a Mequon drug development company, which has a few of our clients as private investors.
Read article about our angel investors

 

Another features us in the Market Trends column: Strategy targets uncertain economy - and how Falcons Rock confronts specter of slow growth.
Read how we help clients get ready

 

There is a great deal of debate in the investment industry regarding active vs. passive (indexing) investment management.  We researched this topic and the results might be surprising to you.  Please see our research paper on this subject...more

 

We have experienced interesting situations with our clients. To update you on our firm’s activities, check out examples of recent work we have done for our clients...more

Get quarterly market reviews direct from Falcons Rock President, Greg Wait.
Name *

Email*

We respect your privacy.
Get current quarter market review newsletter

Connect with us on:

Our Staff

 

Greg Wait, over 25 years developing investment strategies for individual and institutional investorsGregory D. Wait
President
Falcons Rock Investment Counsel, LLC

Gregory D. Wait is President and Founding Member of Falcons Rock Investment Counsel, LLC. Greg has over 25 years of experience working with individual and institutional investors to develop appropriate investment strategies for their unique needs. Previously, Greg was Vice President and Senior Financial Advisor with Private Client Group of Strong Capital Management, Inc. Other professional experiences include: Financial Consultant with the Consulting Group division of Salomon Smith Barney, Managing Consultant with Charing Company, and Group & Pension Manager with the Principal Financial Group. View Full Profile


Tony Sebranek, Senior Consultant for Falcons Rock Investment CounselTony Sebranek, CEBS, CTP, SPHR
Senior Consultant

Tony A. Sebranek is a Senior Consultant for Falcons Rock Investment Counsel, LLC, specializing in assisting Institutional Clients. Tony has over 25 years of investment and fiduciary experience in a wide range of roles including plan sponsor, benefits consultant and institutional trust manager. Previously, Tony was a Treasury Manager for JohnsonDiversey, Inc., a large multi-national supplier of hygiene and cleaning solutions. There he was responsible for about $1 billion in global assets for the company and its 90 subsidiaries. In addition, Tony was previously the Benefit Director for Ministry Health Care, a large Wisconsin-based health care system, where he had oversight of 7 retirement plans that combined had assets over $500 million and covered over 12,000 employees. Other professional experience includes: Senior Consultant with Capital H, Inc., Consultant with Charing Company, and Vice President and Institutional Trust Manager with US Bank. View Full Profile


Martin Suechting, Senior Consultant, Investment ConsultingMartin Suechting, AIF, CEBS
Senior Consultant

Martin is a Senior Consultant for Falcons Rock Investment Counsel, LLC. He has over 20 years experience working with corporate retirement plans, including 401(k), 403(b), 457 and defined benefit plans. In addition to working with Falcons Rock, Martin is the Senior Consultant and Retirement Plans Practice leader with Bullseye Capital, LLC, a privately-held management consulting firm. Previously, Martin worked as Senior Managing Consultant for The Newport Group, an independent nationwide third party retirement plan administration firm. His professional experience also includes working for the trust departments of Firstar Bank (now US Bank) and Associated Bank in Wisconsin. View Full Profile


Liz Kiefer, Operations Manager at Falcons Rock InvestmentsElizabeth ("Liz") Kiefer
Operations Manager

Elizabeth ("Liz") Kiefer is the Operations Manager at Falcons Rock Investment Counsel, LLC, and is responsible for client relationships, reporting, and operations. Liz has 15 years of experience working with high net worth individuals and businesses. Previously, Liz was an Equity Research Analyst at Strong Capital Management, Inc., and a Financial Advisor Associate with the Strong Private Client Group. Liz graduated from the University of Wisconsin-Milwaukee, earning a Bachelor of Arts degree in Psychology.


Amanda Routhieaux, Research Analyst with Falcons Rock Investment CounselAmanda L. Routhieaux, CPA
Research Analyst

Amanda L. Routhieaux is a Research Analyst with Falcons Rock Investment Counsel, LLC, and is responsible for performance measurement and evaluation of client portfolios and investment managers. Amanda has over eight years of experience working with high net worth individuals, top level executives and business owners. Previously, Amanda was Senior Financial Advisor Associate with the Private Client Group of Strong Capital Management, Inc, and Senior Tax Advisor with Arthur Andersen. Amanda graduated cum laude from Marquette University, earning a Bachelors of Science degree in Accounting. She is a Certified Public Accountant.