Sara Jane Walker

Catholic Financial Life (Investment Portfolio) is the investment portfolio division of Catholic Financial Life, a faith-based membership organization headquartered in Milwaukee, Wisconsin. Founded in 1885, the firm manages investment portfolio.

BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients.

Kellogg Asset Management LLC (Kellogg) is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. The firm is a wholly owned subsidiary of Associated Trust Co., N.A., ultimately held by Associated Banc-Corp. (NYSE: ASB), a diversified bank/financial services holding company. Founded in 2009, Kellogg provides investment management services to institutional and high net-worth investors.

Founded in 1998, Associated Investment Management LLC is a registered investment advisor located in Green Bay, Wisconsin. The firm is a subsidiary of Kellogg Asset Management LLC and their ultimate parent is Associated Banc-Corp. (NASDAQ: ASBC). Associated Investment Management offers a range of investment management services from personal trust and investment management services to brokerage and other personal investment accounts and insurance services. The firm is a member of FINRA and the SIPC.

Associated Trust Co., N.A. (Wisconsin) is the investment management division of Associated Bank, NA, itself a subsidiary of Associated Banc-Corp. (NYSE: ASB). Headquartered in Green Bay, Wisconsin, the firm provides asset management and trust services to public, private and non-profit organizations.