Quetico is a private investment banking firm that provides merger and acquisition services, private placements, and strategic advice to entrepreneurs, private equity groups, and corporations. We serve clients with enterprise values between $10 million and $100 million - the so-called "lower middle market" - in various industry sectors including manufacturing, consumer products, distribution, retail, food, plastics, printing, direct marketing, medical, and business services. Before founding Quetico, our principals worked together as Managing Directors of Lazard Middle Market, where they specialized in arranging M&A and financing transactions for clients in the lower middle market. When Lazard Middle Market decided to concentrate on larger clients, our principals formed Quetico Partners in early 2009 to continue providing clients in the lower middle market the highest level of investment banking expertise and service.

Established in 1995, Minneapolis Portfolio Management Group, LLC (MPMG) actively manages separate accounts for individuals, families, trusts, retirement funds, and institutions. Our unique and proven value-oriented investment philosophy has created long-term wealth for our clients across market cycles. At MPMG, we believe that enabling the masses with investment freedom does not necessarily mean ennobling them with Wall Street wisdom… that providing investors with endless choices does not automatically promote confident progress as much as it risks tireless tail-chasing. And we believe that legendary analyst and investor Benjamin Graham was correct when he observed, “The investor’s chief problem– and even his worst enemy– is likely to be himself.” We believe that investing serious money is a serious venture. We believe in the value of a well-conceived methodology, honed over 75 years of combined investment experience. We believe in the ability to shut out the noise: separating the few matters that are quietly important from the many that are loudly interesting. We believe in the importance of knowing how to value a business as a business, not just as a piece of paper or a symbol to trade. We believe that a business and an investment in that business are two different things…that even the best of businesses can be disappointing investments if one pays too much for them. As Wall Street expands into the 21st Century, individual and institutional investors have more choices before them than ever: more investment vehicles-through wider avenues of access - with ever quicker delivery. Never before have so many been able to move so much with such ease. But does that lead to wiser and better investing? Do greater choices mean greater success…or greater confusion? Does easy trading promote better results…or merely more reflex reactions? Finally, we believe in Aesop, that in the end, the steady, resourceful and relentless tortoise still wins the race.

COO of University of Minnesota Foundation Investment Advisors (UMFIA), an independent nonprofit subsidiary of the University of Minnesota Foundation (UMF). UMFIA was formed in 1998 and is a key partner with the University of Minnesota in building and sustaining excellence among students and faculty and fueling discovery in important areas on all University-wide campuses. In this newly created COO position, as a member of the investment team, I am leading investment operations and management of the operations team. Responsible for improving and expanding the operational quality, administration of direct loans and co-investments while working with the investment team to expand the actionable investment universe. Driving the development and execution of strategies for operational excellence and maintain a culture of diligence, ingenuity, integrity, accountability and compliance. Overseeing functional areas including HR, IT, audit, cash management and compliance.

Summit Creek Advisors is an emerging Small and Smid Cap Growth investment management firm based in Minneapolis, MN. Summit Creek Advisors possess a highly experienced and motivated team, consistent investment discipline, long-term track record, optimal research environment and a capacity for assets.As Director of Marketing and Client Service I lead the business development effort by working with current and future investors of our strategies.

Legacy Capital Wealth Management is dedicated to helping you pursue your financial goals and life aspirations by developing an investment portfolio and planning foundation in a manner consistent with your risk profile. As your financial partner, we listen and respond appropriately to your needs, using clear and simple language. We offer a high level of personal service, innovative strategies, and a promise to always act in your best interest. This is accomplished by implementing a wealth management and investment philosophy complemented by a disciplined investment procedure customized to each client’s specified needs. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Magnetic North Advisors, a separate entity. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, FL, ID, IL, MI, MN, ND, OR, WI

- Coordinate social media marketing, monitoring & engagement- Create content for use on social media channels, including digital ad design- Experience with Hootsuite and Facebook Insights

Leveraging the experience I have gained with business owners, I offer affordable, independent and personalized financial services for business owners and individuals. These services include retirement plans, financial planning, executive benefit funding, investments, business succession planning, and insurance planning. I specialize in financial planning, 401k plan designs, and rollovers for people in transition.

Highly individualized financial planning and private wealth management for individuals who are nearing or in retirement.

An industry leader in the qualified retirement plan space, Hays Financial Group provides defined contribution consulting services to corporate, municipal and non-profit clients across the country. As employer-sponsored retirement plans represent a larger portion of retiree income, Hays assists our clients in customizing solutions geared to increase employee engagement, retirement readiness and retention. Hays Financial Group provides comprehensive fiduciary support to sponsors in addition to optimal plan design, vendor management, investment due diligence, and participant wellness services.

Freedom Financial Partners helps our clients answer the following questions: “Am I OK?” and “Can I live the life I want?”  We improve our client’s lives by bringing truth, understanding and discipline to the financial choices they make every day.  We use simple, yet powerful tools and processes to uncover the “why” behind money.  From there, we tailor advice, a financial plan and an investment strategy to help our clients live richly.    Investment advisory services offered through AdvisorNet Wealth Management. Freedom Financial Partners and AdvisorNet Wealth Management are separate entities.

Founded in 1971, our firm was named after the famous explorer and mathematician, Joseph Nicollet, known for his cartography of rivers in the upper Midwest including the mighty Mississippi. Like that long-ago explorer, the professionals here at Nicollet Investment Management, with over 100 years of combined experience in financial markets and planning, are as dedicated to the details of your financial landscape, and we use our own charting tools to deliver customized solutions that help you reach your goals.

• Assisted in income tax preparation and investment management, contributing to accurate financial reporting • Worked within the team to better the daily processes • Enhanced Excel skills, creating financial models for client presentations