You're signed outSign in or to get full access.
About
Skip McGregor is a Partner at Operose Advisors in Milwaukee, WI, where he serves as the primary investment advisor on several key client relationships. He is responsible for business development, client service, and providing comprehensive advice regarding planning, execution, and feedback of investment programs, including investment policy development, asset class assessment, and portfolio management.
Skip's investment advisory focus spans institutional and private clients, with particular expertise in asset management across traditional and alternative investments. He played a lead role in business development for Greenhouse Funds, a private investment management company, while at Robert W. Baird, and previously covered asset management firms on the West Coast in Baird's Institutional Sales team. His current scope at Operose includes managing portfolios tailored to diverse client needs, with a strong emphasis on alternative and bespoke investment strategies.
With over 25 years of industry experience, Skip joined Operose Advisors in 2020 after more than two decades as Managing Director at Baird. He holds a BA from the University of Wisconsin–Madison and sits on the Board of Directors of Milwaukee Winter Club and Rocketship Public Schools, reflecting significant community engagement in addition to his investment leadership.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Operose Advisors | Partner | Jun 2023 to Present | — |
| Operose Advisors | Managing Director | Nov 2020 to Present | — |
| Baird | Managing Director | Dec 1997 to Sep 2020 | — |
Education
University of Wisconsin-Madison
BA
1988 — 1992
Others at Operose Advisors LLC (4)
| Name | Role | Location |
|---|---|---|
| President and Chief Investment Officer | Milwaukee, WI , United States | |
| Managing Partner | Milwaukee, WI , United States | |
| Vice President - Investment Data and Reporting | Milwaukee, WI , United States | |
| Associate | Milwaukee, WI , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Capital Investment Services of America, Inc. | Milwaukee, WI , United States | |
B Brett Aarestad | Associate | Capital Investment Services of America, Inc. | Milwaukee, WI , United States |