Michael S. Dzialo
President & Chief Investment Strategist
Before founding Managed Asset Portfolios (MAP) in late 2000, Michael Dzialo was a Senior Vice President and the Director of Research for OLDE Discount Corporation (OLDE), a New York Stock Exchange member firm. For five years, Mr. Dzialo also served on OLDE’s management committee and Board of Directors. Prior to his nine years as Research Director, he was a securities analyst for five years, covering numerous industries.
Under Mr. Dzialo’s direction, analysts at OLDE were annually named to the Wall Street Journal’s prestigious All Star Analyst Team (1995-1999). OLDE was Purchased by H&R Block in 1999. Following the purchase, Mr. Dzialo Served as a Senior Vice President and the Head of Asset Management for H&R Block Financial Advisors.
Michael holds a BS degree in Finance from Wayne State University where he has also pursued graduate studies. He is a Registered Investment Advisor Representative.
Peter J. Swan
Portfolio Manager and Senior Research Analyst: International Equities
Before joining MAP in 2002, Mr. Swan was an Equity Analyst with Pacific Growth Equities, a brokerage firm and investment bank with an Institutional focus. His duties there included publishing research reports, modeling and forecasting corporate results along with working with both private and public firms.
Prior to his tenure with Pacific Growth Equities, Mr. Swan spent six years at OLDE Discount Corporation (OLDE) as an Equity Research Analyst. At OLDE, he followed stocks primarily in the restaurant, leisure and consumer brand (e.g., food, beverage and tobacco) industries. While at OLDE, Mr. Swan was recognized as an “All Star Analyst” for stock picking (in gaming) by the Wall Street Journal in their 1997 survey. Mr. Swan began his securities industry career with First Midwest Securities in 1992.
Peter holds a BS degree in Business Administration with a Concentration in Finance and a BS degree in Agriculture from the University of Arkansas. He is a Registered Investment Advisor Representative.
Karen M. Culver
Portfolio Manager and Senior Research Analyst
Prior to joining MAP in 2001, Ms. Culver worked for a New York Stock Exchange member firm for ten years, of which nine were spent in the Research Department. In her most recent position at the firm, Ms. Culver assisted in the security analysis of the consumer brands and entertainment industries.
Since joining MAP, as a generalist, Ms. Culver has expanded her universe to include the health care, retail, and utility sectors, among others. In addition, Ms. Culver assists in the interpretation and projection of the general market and economic conditions that influence the broader indices. Moreover, Ms. Culver utilizes this data in the analysis of companies in her universe.
Furthermore, Ms. Culver, by focusing on potential growth drivers and cash flows, examines the financial conditions of specific companies.
Ms. Culver holds a BS degree in Finance from Wayne State University. She is a Registered Investment Advisor Representative.
John F. Dalton, CFA
Assistant Portfolio Manager and Senior Research Analyst
Prior to joining MAP in 2006, Mr. Dalton worked for H&R Block Financial Advisors (formerly OLDE Discount Corporation) for 15 years as one of the firm’s leading Financial Advisors. He advised approximately 150 families and institutions by utilizing a wide variety of financial products to help his clients meet their financial goals and objectives. Mr. Dalton also had success in managing two of the firm’s larger branch offices in Oak Lawn and Glenview, IL.
John holds a Bachelor of Science degree with a Finance specialization from Marquette University and a MBA from the University of Chicago. He is also a Chartered Financial Analyst (CFA) and a member in good standing of the CFA Society of Chicago.
When away from work, John enjoys spending time with his wife and two children. He is also very active in the St. Andrew Parish community and he dedicates time to their finance committee.
Timothy M. Witt
Senior Research Analyst
Mr. Witt has spent over 15 years in the industry with experience ranging from equities to alternative investments. He was a Senior Research Analyst for H & R Block Financial Advisors (formerly OLDE Discount Corporation) covering numerous technology sectors. In his capacity he performed sector and individual company due diligence, made investment recommendations, and published financial models and research reports. In 1999, Mr. Witt was recognized by the Wall Street Journal as an All-Star analyst for the performance of his recommendations in the Telecommunications & Networking Equipment sector. Later, he launched and managed the firm’s alternative platform. This included developing the due diligence processes to evaluate and monitor alternative investment sponsors and offerings.
He was the recipient of the Real Estate Investment Securities Association’s 2008 ACE (A Champion of Excellence) Award in the broker-dealer category for his contributions to the industry. Prior to working at OLDE, Mr. Witt was an information technology professional. He managed the data networks at Scudder, Stevens and Clark’s Chicago offices. Additionally, he provided IT services for Accenture and Arthur Andersen on a contract basis.
Mr. Witt holds a BA from Moody Bible Institute and a MBA with honors from Keller Graduate School of Management. He is a Registered Investment Advisor Representative.
Client Relations Manager and Senior Financial Advisor
Mr. Patterson’s securities industry career started in 1984 when he joined OLDE Discount Corporation (OLDE). He worked in various capacities such as financial advisor, Branch Manager, Regional Manager, Manager of the Mutual Fund Department, Manager of the Bond Department, Manager of the Customer Service Department, as well as Chairperson of the OLDE 401(k) Administrative Committee. In 1996, Mr. Patterson was promoted to the position of National Sales Director and appointed to the firm’s nine-member Management Committee as well as the firm’s three-member Board of Directors.
In December of 1999, OLDE Financial Corporation was purchased by H&R Block and Mr. Patterson served as a member of the Board of Directors and held the position of Senior Vice President, Director of Financial Advisor Training for H&R Block Financial Advisors until March of 2001. In August of 2001, Mr. Patterson joined MAP as Client Relations Manager.
Dan holds a Bachelor of Arts degree in Economics and Management from Albion College and he is a Registered Investment Advisor Representative.
Thomas P. Fitzgerald
Managing Director – Illinois Region
Before joining MAP in 2005, Mr. Fitzgerald served as Executive Vice President and Chief Operating Officer of H&R Block Financial Advisors, Inc. where he was a member of the firm’s senior leadership, responsible for overall management of the operational and support functions of the financial services firm, and Chair of the firm’s Investment Committee. As Senior Vice President and General Counsel of OLDE Financial Corporation, he provided counsel on a full-range of business and legal issues, and was a member of the firm’s Executive Management Committee.
As outside counsel in private practice, Mr. Fitzgerald concentrated on financial services matters, providing business and legal advice to various financial services industry participants, including national and regional brokerage firms, investment advisers and investment companies. Mr. Fitzgerald began his professional career at the U. S. Securities and Exchange Commission where he was a Staff Attorney, then Special Trial Counsel, in the Branch of Enforcement. He was recognized with outstanding ratings and performance awards for investigating and prosecuting violations of the federal securities laws.
Mr. Fitzgerald earned a Bachelor of Science in Finance with Honors from the University of Illinois, a Master of Business Administration in Finance with Distinction from DePaul University and a Juris Doctorate with High Honors from Illinois Institute of Technology / Chicago-Kent College of Law. He has also published articles and conducted seminars on topics pertaining to the financial services industry.
Tom is a licensed attorney, a member of various securities industry professional associations and a Registered Investment Adviser Representative.
Robert C. Naber
Senior Financial Advisor
Mr. Naber joined MAP in 2006 with 15 years of experience in the financial services industry. His career began in 1992 with H&R Block Financial Advisors (formerly OLDE Discount Corporation) where he worked in various back office departments learning the nuts and bolts of the securities industry. He went on to hold several positions including Financial Advisor, Branch Manager, District Manager, Regional Manager and Assistant Vice President.
As Regional Manager and Supervisory Principal, Mr. Naber led a sales force of more than 100 advisors in California, Oregon and Washington. His responsibilities included client acquisition and retention, revenue growth, regulatory compliance, recruiting and training, supporting company initiatives and real estate oversight.
Robert holds a Bachelor of Science degree with a Finance specialization and a minor in Political Science from Marquette University.
Russell G. Mewha
Regional Sales Manager
Prior to joining MAP in January 2013, Mr. Mewha was a financial advisor to individuals, families, and small businesses for 15 years. In that role, he advised his clients regarding financial and estate planning, investment, and insurance solutions to help them achieve their financial goals. He then transitioned into training financial advisors about the structure and tax benefits of various forms of securitized real estate financial products.
When away from work, Russ enjoys spending time with his family, reading, and fishing. He is very active in his church and serves on the Board of Elders.
Russ holds a BA from Bob Jones University, and an MA in Theology from Western Seminary in Portland, Oregon. He is a Registered Investment Adviser Representative.
Business Development Manager
Registered Investment Adviser Representative
Michael has 10+ years of investment experience, including time spent on the floor of the Chicago Mercantile Exchange and the floor of the Chicago Stock Exchange for an NYSE co-specialist firm. Michael’s background also includes derivatives trading for a proprietary trading firm as well as a family office, along with consulting for hedge funds and high net worth clients.
Michael holds a Bachelor of Business Administration in Finance with a concentration in Economics from Walsh College.