The professional team at ETF Model Solutions, LLC has over 100 years of combined experience in the financial services industry. Three members of the firm’s management team worked together for over 7 years at a previous firm and were instrumental players in that firm’s early adoption of using ETFs in both tactical and passive strategies to reduce costs, increase diversification and investment flexibility for client portfolios.
Investment Committee Members
The Investment Committee consists of the following four professionals:
Tim Landolt, MBA, Managing Director (30 years experience)
Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer (27 years experience)
Robert L. Riedl, CPA, CFP®, AWMA®, Chief Financial Officer (35 years experience)
Jamie R. Brown, CFA®, CPA, Senior Investment Officer (15 years experience)
TIM LANDOLT, MBA, MANAGING DIRECTOR
As Managing Director, Tim is actively involved with all primary business functions of the firm. He directs portfolio model changes with our asset management and custodial partners and is involved with the firm’s retirement plan development and servicing activities. He is also involved in the firm’s investment research and model development, index construction, performance reporting, marketing development, legal and compliance, and operations. Tim serves as the primary relationship manager for our clients, including retirement plan consultants and advisers and am the main contact for our strategic partners and service providers, including investment platforms/TAMPs, Trust relationships, and custodians.
Tim brings an extensive background in the investment management and financial services industry to ETF Model Solutions®. Prior to joining the firm, Tim previously managed nearly all business functions for an SEC-registered ETF model management firm, including ongoing research and analysis of tactical asset allocation strategies, model trading, operations, compliance, performance reporting, and marketing collateral and web content development during his 6+ year tenure. Tim previously held roles as a portfolio manager and research analyst. Tim also worked at William O’Neil+Co., in Los Angeles, CA, where he served in various capacities, including fundamental research, institutional marketing, and National Sales Manager for the firm’s $300 million mutual fund AUM. Tim has been quoted in national business publications and has appeared on CNBC.
Tim earned his Bachelor’s Degree in Business from the University of Wisconsin-Oshkosh. Tim earned his MBA from Loyola Marymount University in Los Angeles, CA, and is a member of Beta Gamma Sigma National Honor Society.
PRATEEK MEHROTRA, MBA, CFA®, CAIA®, CHIEF INVESTMENT OFFICER
As Chief Investment Officer, Prateek is responsible for researching, analyzing, building, managing, reporting and rebalancing all our ETF based models and the Endowment Index®. He also manages relationships with various ETF vendors and advisors.
Prior to joining the Company, Prateek worked at Sumnicht & Associates, LLC (and its affiliate iSectors, LLC) a SEC-registered investment advisory firm for over ten (10) years as Chief Investment Officer and as a Member of its Investment Committee. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors. In 2018, Prateek was named as one of Investopedia’s Top 100 Advisors.
Prior to coming to Wisconsin, Prateek was a principal with GTG Ventures, Inc., in Palo Alto, California, where he was responsible for sourcing and analyzing investment opportunities across various technology sectors. He also worked overseas at a boutique investment company and was involved in co-managing a PIPE fund and a hedge fund-of-funds, among other alternative investing activities. He has over 20 years of experience in the financial services industry involved in areas as diverse as sell-side investment banking, leasing, portfolio management, and buy-side alternative assets investing. Prateek has lived and worked in India and the Middle East, and brings a wealth of global experience and perspective to the Company.
He earned his Bachelor’s Degree in Technology from the Indian Institute of Technology, Kanpur, India. Prateek earned his MBA from Lehigh University in Bethlehem, Pennsylvania and was a Rotary International Scholar while attending Lehigh. He is both a Chartered Financial Analyst (CFA®) Charter Holder and a Chartered Alternative Investment Analyst (CAIA®). The CAIA® program is the global mark of distinction for alternative investments, and Prateek has blazed the trail by being the first CAIA® Charter Holder in Wisconsin.
In 2018 Prateek was named to the Investopedia Top 100 Financial Advisors list. This award celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.
The Investopedia Top 100 Advisors for 2018 was awarded 6/8/2018 by Investopedia. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.investopedia.com/top-100-financial-advisors-4427912 .
In 2022 Prateek was named to the 2023 Wisconsin Titan 100 list. This award recognizes the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion.
The Wisconsin Titan 100 for 2023 was awarded 10/13/2022 by Wipfli. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Prateek Mehrotra agreed to attend the award presentation and purchase tickets for the event as part of his acceptance of the award. Judging criteria for the award can be found at: www.titan100.biz .
ROBERT L. RIEDL, CPA, CFP®, AWMA®, CHIEF FINANCIAL OFFICER
As Chief Financial Officer, Rob is responsible for the overall development, discipline and maintenance of accurate financial operations for our rapidly growing third-party ETF strategist firm, while assuring compliance with all SEC regulatory requirements. He also serves as a member of our Investment Committee, which oversees the creation and maintenance of all our individual ETF models. He provides direction and guidance in the implementation of expanding our ETF model’s distribution through the creation of strategic platform and advisor relationships. In 2018, Rob was named as one of Investopedia’s Top 100 Advisors.
Rob’s 30 years of professional experience is key when consulting with client families, businesses and institutions. He began his career at Arthur Anderson & Co., as a staff accountant, serving the needs of small business clients. He was the founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation. Additionally, Rob held a consultant role providing strategic advice to entrepreneurs in areas such as corporate structure, customer base, product mix and systems. For the ten (10) years prior to joining our firm, Rob was the Director of Wealth Management and a Member of the Investment Committee at Sumnicht & Associates, LLC. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.
Rob received his Bachelor’s Degree from Marquette University in 1980, with a double major in Accounting and Finance. He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner (CFP®) in 1984, and received his Accredited Wealth Management: Advisor (AWMA®) designation from the College of Financial Planning in November 2005.
In 2019 Rob was named to the Investopedia Top 100 Financial Advisors list. This award celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.
The Investopedia Top 100 Advisors for 2019 was awarded 8/8/2019 by Investopedia. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.investopedia.com/top-100-financial-advisors-4427912 .
JAMIE R. BROWN, CFA®, CPA, Senior Investment Officer
Jamie is responsible for managing all EWM portfolios, researching new traditional & alternative investments, and assisting with management & reporting of all EWM’s special purpose vehicles for alternative investments.
Prior to joining the Company, Jamie worked at Thrivent Financial, a Fortune 500 company, for over nine years in multiple roles with the latest role working as a research analyst for Thrivent Asset Management. His prior employer was extensively involved in trading equities, analyzing portfolio risk, and managing equity index portfolios.
Prior to working in the financial services industry, Jamie worked as an accountant for several area firms, specializing in individual, partnership, and corporate tax.
Jamie received his Bachelor’s Degree from the University of Wisconsin-Oshkosh, with a double major in Accounting and Finance. He is both a Chartered Financial Analyst (CFA®) charterholder and a Certified Public Accountant (CPA).
As Senior Investment Officer, Jamie is responsible for managing all EWM portfolios, researching new traditional & alternative investments, and assisting with management & reporting of all EWM’s special purpose vehicles for alternative investments.
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