Please fill out the form (Click Here ) by October, 14th

to apply to the mentorship program

Pete Glerum- Investments Mentor

Partner & Chief Investment Strategist at Castlelake- LinkedIn

Mr. Glerum joined Castlelake in 2005 and is its Chief Investment Strategist, responsible for supporting its global strategic partnership and fundraising strategy, as well as leading capital formation efforts in the Asia-Pacific region. During his tenure with Castlelake, he has held a variety of roles, including leading capital formation for its Asset-Backed Direct Lending strategy, overseeing its Investor Relations, Investor Communications, Corporate Communications, Legal & Compliance, Finance & Operations, and Risk Management. Before joining Castlelake, he was head credit trader at Deephaven Capital Management, an alternative investment firm. Prior to joining Deephaven, Mr. Glerum served in various roles at American Express Financial Advisors, Piper Jaffray, Wells Fargo Bank, and Cargill Financial Services Corp. Mr. Glerum received his M.B.A. with honors from the Carlson School at the University of Minnesota and a B.B.A. from the University of Wisconsin–Whitewater in management information systems and economics. Additionally, he is a member of the Alumni Advisory Board of the University of Wisconsin–Whitewater, College of Finance and Business Law. Pete is a perfect match for upper-classmen looking for a structured mentorship regarding all things Finance.

Dave Adam- Corporate Finance Mentor

Consultant, Former Treasurer at Johnson Financial Group

Dave Adam is a mostly retired senior financial executive with experience in banking and venture capital. Most recently, he was Treasurer of Johnson Financial Group in Racine, Wisconsin prior to shifting to a consulting role in the fall of 2021 to allow more time for travel, hobbies, and philanthropic pursuits.  His oversight had included overseeing investment portfolios; asset & liability, liquidity & funding, capital management, corporate insurance, and assisting with budgeting and special financial projects for the $6 billion institution.

Dave’s educational background includes a BBA in Accounting from UW-Whitewater and master’s degrees in Finance from UW-Milwaukee and in Archaeology from the University of Leicester (England) where his dissertation was on Financial Intermediation in the Roman Empire in the 3rd and 4th Centuries. Dave is a perfect match for students not quite sure which avenue they should take within Finance.

Jaime Wolf- Corporate Finance Mentor

Finance Manager, Rockwell Automation- LinkedIn

Jaime Wolf has currently resided with Rockwell Automation for the last 22 years. Jaime graduated with a Bachelor of Science from Columbia in 1999 and found her footing at Rockwell in 2002. She currently serves as the company’s Finance Manager and holds a CPA. Outside of work, Jaime is a volunteer photographer at Night Shine. Jaime is a perfect match for students interested in Corporate Finance and Accounting. Additionally, Jaime can help top students find internships within Rockwell Automation.

Melissa Torres- Banking Mentor

Vice President-Loan Operations at Oak Bank- LinkedIn

Melissa Torres is a former UW-Madison graduate and has worked in banking for nearly 20 years. She has worked in a variety of roles including Commercial Documentation Specialist, Credit Analyst, Credit Supervising, Loan Review Officer, VP of Credit Risk Management, and finally VP of Loan Operations at Oak Bank. In addition to working at a multitude of banks, Melissa has worked on the regulation side with FDIC, and has recently graduated from Madison’s prestigious Graduate School of Banking . Melissa is the perfect match for students interested in any aspect of Commercial & Community Banking.

Patrick Jones- Investments Mentor

Chief Financial Officer, InProduction- LinkedIn

Patrick Jones is a veteran finance executive with decades of experience in private equity, M&A, and leading CFO roles. He is currently CFO at InProduction. Before that, he served as CFO at NORA Holdings and as Operating Executive CFO at Atlantic Street Capital, and has also held senior global finance roles in fast-scaling businesses. He holds an MBA from Indiana University Kelley School of Business and a BBA in Accounting from UW-Whitewater, and is both a CPA and CMA, making him well-suited to mentor students in strategic finance and leadership.

Joseph Hegner- Investments Mentor

Managing Director, Head of Healthcare at Barclays Investment Bank- LinkedIn

Joseph Hegner is an investment banker with over three decades of experience across leading global financial institutions. He currently serves as Managing Director and Head of Healthcare at Barclays Investment Bank, where he has led advisory and financing initiatives since 2017. Prior to Barclays, he spent nearly 15 years as a MD at Merrill Lynch, focusing on strategic transactions and capital markets within the healthcare sector, and began his career as a VP at Goldman Sachs. Joseph holds an MBA in Finance from the University of Wisconsin–Madison and a BBA in Banking, Corporate Finance, and Securities Law from the University of Wisconsin–Whitewater, positioning him as an experienced mentor in investment banking, capital markets, and healthcare finance.

Ryan Ruth- Investments Mentor

Vice President - Private Credit Investments at Keystone National Group- LinkedIn

Ryan Ruth is a Vice President at Keystone National Group, specializing in private credit and structured finance. He brings experience from Ares Management, Principal Global Investors, and BNP Paribas, with expertise in underwriting, modeling, and special situations financing. A CFA charterholder, he holds a BBA in Finance, Investments, and Banking from the Wisconsin School of Business and studied at BI Norwegian Business School. Ryan is passionate about middle-market growth and innovative credit solutions, making him an excellent mentor for students interested in private credit and investment banking.

Steve Dryer- Financial Planning Mentor

Chief Operating Officer at Annex Wealth Management- LinkedIn

Steve Dryer is the Chief Operating Officer at Annex Wealth Management, where he oversees firm-wide operations and strategic initiatives driving growth across Wisconsin. With more than 30 years of experience in financial services, Steve previously held leadership roles at Northwestern Mutual, including Director of Agency Development and Director of Business Development for Investment Products & Services, and served as President of Mutual Financial Group. He holds an MBA in Finance from Marquette University and a bachelor’s degree in Finance from the University of Wisconsin–Whitewater

Sean Wayne- Financial Planning Mentor

Private Wealth Advisor, Ameriprise Financial Services, LLC- LinkedIn

Sean S. Wayne, is a Private Wealth Advisor at Ameriprise Financial Services, where he has provided comprehensive financial planning and investment management for over 25 years. Based in Madison, he leads Sky’s Edge Wealth, helping clients align today’s financial decisions with long-term goals through personalized, unbiased advice. Sean holds a BBA in Finance from the University of Wisconsin–Whitewater and is a Certified Financial Planner® and Accredited Portfolio Management Advisor.

Joe Schlidt- Investments Mentor

Co-Chief Investment Officer, Hampshire Trust LLC & Managing Director of Client Special Services, Godfrey & Kahn, SC

Joe Schlidt is the Co-Chief Investment Officer at Hampshire Trust LLC and the Managing Director of Client Special Services at Godfrey & Kahn, SC where he and his team works exclusively with 3 client families in helping them coordinate, organize, and integrate their financial, business and personal objectives. Prior to joining G&K, Joe was with M&I Wealth Management (now BMO Wealth Management) in Milwaukee for 12 years and was a Managing Director within its Private Wealth Management Group.

Joe has served on several corporate & charitable boards. He is an Advisory Board Member & former Conference Co-Chair of Secure Futures which focuses on increasing the financial literacy of teens across the Midwest. In his role as the Investment Conference Co-Chair, Joe has had the pleasure of interviewing investment legends such as Howard Marks, Byron Trott, Bill Ackman, David Einhorn, Rick Rieder, Jim Chanos and many others. In addition, he is the former Board Chair of Acts Housing where they help build communities through home ownership and an Investment Committee Member of Children’s Hospital of Wisconsin.