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Cedarwinds Investment Management, LLC Employee Directory

Investment ManagementWisconsin, United States1 Employees

Cedarwinds Investment Management, LLC is an independent, SEC-registered, fee-only investment advisor based in Milwaukee, Wisconsin. It delivers a globally oriented, rules-based program centered on risk management, designed to be straightforward and adaptable to different market conditions. The approach draws on extensive hands-on money management experience and academic research to support objective, fact-based investment decisions. The firm’s philosophy acknowledges that markets are generally efficient and that consistently beating the market through stock picking is unlikely. Its services aim to help investors who prefer a disciplined, risk-aware framework over speculative timing or aggressive bets. The firm operates from a single location in Milwaukee, reflecting its very small-scale operation.

Find Cedarwinds Investment Management, LLC employees' phone numbers or email addresses

Cedarwinds Investment Management, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Cedarwinds Investment Management, LLC's Leadership

  • Stylized image of a person
    D. B.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    J. M.
    Director Digital Marketing
    Phone icon

Cedarwinds Investment Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Banking

Contact profiles from Cedarwinds Investment Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. B.
    Chief Operating Officer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. M.
    Director Digital Marketing
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Cedarwinds Investment Management, LLC known for?

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Cedarwinds Investment Management, LLC operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Cedarwinds Investment Management, LLC's company overview page for more information.

What is Cedarwinds Investment Management, LLC's most common email format?

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Cedarwinds Investment Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cedarwinds Investment Management, LLC email formats with LeadIQ.

How many employees does Cedarwinds Investment Management, LLC have currently?

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Cedarwinds Investment Management, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cedarwinds Investment Management, LLC's key employees and leadership?

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As of July 2026, Cedarwinds Investment Management, LLC's key employees include:

  • Chief Operating Officer: D. B.
  • Director Digital Marketing: J. M.

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