Investment Management Team
Robert W. Phelps, CFA
Mr. Phelps, a Principal of the firm and financial-market professional since 1986, provides portfolio management, research and client service. He has developed proprietary measures for determining the optimal asset allocation for individuals, and specializes in implementing the resulting strategy for each client.
Prior to co-founding Oarsman Capital, Bob was Vice President and Portfolio Manager with Baird Investment Management (Robert W. Baird & Co.’s asset management arm) and Principal and Portfolio Manager with Marietta Investment Partners, LLC. Before joining Baird, Bob spent seven years as an officer of the Kingsley State Bank, Kingsley, Iowa. He is on the Board of Directors of the Cedar Lakes Conservation Foundation.
Bob received his MBA degree from the University of Iowa and BA degree in Business Administration from Luther College, Decorah, Iowa. He was awarded the Chartered Financial Analyst (CFA) designation in 1997.
Alan Purintun, CFA
Mr. Purintun is a Principal of the firm and has managed investment portfolios for high-net-worth individuals and institutions since 1994. Alan provides portfolio management, research and client service. As the firm’s Director of Research, he specializes in equity security valuation and analysis of global macro-economic and financial-market developments.
Prior to co-founding Oarsman Capital, Alan was First Vice President and Portfolio Manager with Baird Investment Management (Robert W. Baird & Co.’s asset management arm) and Principal and Portfolio Manager with Marietta Investment Partners, LLC. Before joining Baird, Alan spent six years as an intelligence officer with the U.S. Central Intelligence Agency in Washington, D.C.
Alan received his MBA degree, with honors, from the Amos Tuck School of Business Administration at Dartmouth College; he also holds a BA degree, magna cum laude, in history from Yale University. He was awarded the Chartered Financial Analyst (CFA) designation in 1997.
Benjamin J. Kebbekus
Mr. Kebbekus, Research Analyst and Portfolio Manager, specializes in applying comprehensive research analysis to the portfolio management process. Ben has extensive experience performing detailed analytical work on both private and publicly traded securities.
Prior to joining Oarsman Capital in 2004, Ben developed his analytical skills in the private equity market as an analyst with Cedar Creek Partners, Milwaukee. Prior to Cedar Creek Partners, Ben was a Financial Advisor with UBS.
Ben holds BA and MBA degrees in Business Administration-Finance from the University of Wisconsin-Milwaukee.
Peter S. Lautmann, CFA
Mr. Lautmann, a research analyst and portfolio manager with the firm, has been a financial markets professional since 1980. In addition to working closely with clients, his focus is on in-depth equity and fixed-income research with an emphasis on finding discounted value in securities.
Prior to joining Oarsman, Peter was a principal and co-founder of Kitzinger Lautmann Capital Management, Inc. Before co-founding KLCM in 1993, Peter spent eight years as research analyst and portfolio manager with First Wisconsin Trust/US Bank Trust, and before that was a securities analyst with Transamerica Investment Services.
Peter earned an MS in Finance at the University of Wisconsin-Madison, where he was a participant in the Applied Security Analysis Program, graduating in May 1980. He received a BA degree in Business Administration from Colorado College. Mr. Lautmann was awarded the Chartered Financial Analyst (CFA) designation in 1984.
Thomas H. Nackers
Tom Nackers has been an investment professional since 1981. Prior to joining Oarsman Capital, Tom managed Investment Designers, Inc, a financial planning firm he co-founded with his brother, Bud Nackers. He also founded Nackers & Associates, an investment advisory firm that merged with Oarsman Capital in 2008. Tom manages the Brookfield office of Oarsman and has extensive expertise in utilizing option strategies to reduce risk and increase income within a portfolio.
Mr. Nackers holds an MS in Business Management and a BS in Business Education from University of Wisconsin – Whitewater.
Brent V. Schneider, CFP
Mr. Schneider, Investment Advisor, specializes in developing investment strategies for individual and institutional retirement programs. He has been an investment professional since 1991. Mr. Schneider manages the firm’s Madison area office.
Prior to joining Oarsman Capital in 2004, Brent managed his own financial planning firm founded in 1991. Prior to that, Brent spent five years working with Fortune 500 companies in the financial and construction industries.
Brent holds a BA degree in Business Administration from Luther College, Decorah, Iowa. Mr. Schneider was awarded the Certified Financial Planner designation from the College of Financial Planning in 1997.
Mr. Suttmiller joined Oarsman Capital in 2020 as a research analyst and assistant portfolio manager where he uses his background and education to evaluate equities within various industries.
Prior to joining the firm, Eric was responsible for day-to-day operations at a privately-held food manufacturer in Milwaukee. During his ten years with the company, he developed and implemented numerous continuous improvement projects to increase production and improve quality.
Eric holds a Bachelor of Science in Economics and Political Science from the University of Wisconsin-Madison.
759 North Milwaukee St. Suite 605
Milwaukee, WI 53202
Madison Area Office
634 Water St. Suite A
Prairie du Sac, WI 53578
13160 West Burleigh Rd.
Brookfield, WI 53005
This website is for informational purposes only; it does not constitute a complete description of Oarsman Capital’s investment advisory services. The information contained herein does not constitute tax, legal or investment advice. Visitors should discuss the personal applicability of specific investment instruments, strategies and services with a professional advisor. Visitors will not be considered clients of Oarsman Capital, Inc. by virtue of access to this website. Oarsman Capital, Inc., conducts business only in jurisdictions where registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such use would be contrary to the laws or regulations of that jurisdiction, or which would subject Oarsman Capital to unintended registration requirements. Information throughout the site is obtained from sources we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy. Information regarding historical investment results should not be interpreted as an indication of future performance. Portfolio diversification (balance) cannot eliminate investment risk; a diversified investment strategy emphasizing high-quality securities can result in loss of principal.