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Find That Lost Retirement Account

Insights, Retirement

Find That Lost Retirement Account

READ TIME: 3 MIN Find [...]

Mark Fedenia2024-02-09T08:10:59-06:00February 9, 2024|

What is a Roth 401(k)?

Insights, Retirement

What is a Roth 401(k)?

READ TIME: 3 MIN While [...]

Mark Fedenia2024-02-09T08:10:33-06:00February 9, 2024|

Medicare Part A, B, C, & D

Insights, Retirement

Medicare Part A, B, C, & D

READ TIME: 3 MIN Whether [...]

Mark Fedenia2024-02-09T08:09:53-06:00February 9, 2024|

2023 Medicare Premiums

Insights, Taxes

2023 Medicare Premiums

Photo by: Hush Naidoo Jade Photography [...]

Mark Fedenia2022-10-08T09:42:43-05:00October 7, 2022|

Deducting Renter’s Insurance

Insights, Taxes

Deducting Renter’s Insurance

Photo by: Mollie Sivaram [...]

lauren.fedenia@atlatladvisers.com2022-03-28T11:30:02-05:00March 28, 2022|

Ross + Nick on DPL Financial Partners: Advisor Revelations Podcast

Insights, Podcasts

Ross + Nick on DPL Financial Partners: Advisor Revelations Podcast

Willie Jones (DPL) of the Advisor Revelations Podcast hosted [...]

lauren.fedenia@atlatladvisers.com2022-03-27T20:02:03-05:00March 19, 2022|

How to Stretch Your Budget as Inflation Pushes Prices Higher

Insights, Inflation, Budgeting

How to Stretch Your Budget as Inflation Pushes Prices Higher

A key measure of inflation [...]

lauren.fedenia@atlatladvisers.com2022-03-28T11:07:04-05:00March 12, 2022|

What to Expect When Filing 2021 Tax Returns

Insights, Taxes

What to Expect When Filing 2021 Tax Returns

The start [...]

lauren.fedenia@atlatladvisers.com2022-01-31T16:42:03-06:00January 31, 2022|

Inflation’s Impact On Retirement

Retirement, Insights

Inflation’s Impact On Retirement

Inflation numbers at the end of the year are [...]

lauren.fedenia@atlatladvisers.com2022-01-28T17:04:04-06:00December 6, 2021|

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2921 Landmark Pl, Ste 501
Madison, WI 53713
(608) 351-4500

atlatladvisers.com

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MARY PATCH, QKA, CPFA | RETIREMENT PLAN ADVISER

Mary serves as the Retirement Plan Adviser at Atlatl Advisers. She assists advisers, consultants, and plan sponsors in assessing and enhancing retirement plans. Mary’s professional background spans more than three decades and includes the following specialties:

Vendor reviews and management
Request For Proposals
Plan design review and implementation
Compliance testing and analysis
Fiduciary consulting, oversight, and liability
ERISA §3(21) and §3(38) fiduciary duties
Employee education and communication services

She has achieved the Qualified 401(k) Administrator (QKA) and Certified Plan Fiduciary Adviser (CPFA) designations through the American Society of Pension Professionals & Actuaries (ASPPA). Mary also holds a Series 65 license. Mary is a published author and the Chair of ASPPA’s Plan
Consultant Magazine. She was also named on National Association of Plan Advisors’ (NAPA) list of Top Women Advisors as an MVP in 2015 and an All-Star in 2016 and 2020.

RAVI KAZA | STRATEGIC PARTNER

Ravi Kaza graduated from The Wharton School/University of Pennsylvania with a BS in Finance Summa Cum Laude at age 19.

Since then, Ravi has spent the last 25 years consistently focused on disruptive technologies. Ravi started his career in Silicon Valley at a prominent investment banking group founded by Frank Quattrone and George Boutros, where he worked on numerous notable transactions for clients such as Amazon, Netscape, Apple, Lucent, and Lam Research.

Ravi entered the money management as a Vice President at Pequot Capital Management, one of the world’s largest alternative asset managers with a prominent focus on technology long/short investing at the time. Ravi oversaw the efforts within Pequot centered on the convergence of the Internet with several more traditional sectors such as retail, media, and finance. Ravi was then hired by Stanley Druckenmiller to be Managing Director at Duquesne Capital Management with primary investment responsibilities centered around long/short equity strategies in the technology sector.

In 2003, Ravi founded Seasons Capital Management, a multi-billion-dollar SEC-registered investment manager which oversaw multiple TMT strategies. In 2010, Ravi shifted his focus to running solely internal capital with a continued primary focus on disruptive technologies (Twitter, Uber, Digital/Blockchain assets). His focus on crypto/digital assets has grown significantly in recent years: Bitcoin in 2014, Ethereum in 2016, Early-stage crypto venture funds in 2017, and venture deals centered around the digital asset ecosystem in 2018. As of summer 2020, digital asset related investments (liquid and illiquid) constitute more than 50% of his total portfolio exposure. Ravi has now invested directly or indirectly in over 100 digital asset related investments. His core investment belief is that a disproportionate share of risk-adjusted alpha in the world during the next decade will come from the digital asset sector. Consistent with this belief, Ravi has been spending upwards of 75% of his time focused on digital asset investing.

CYNTHIA FARNSWORTH, CFP^®, CRPS™, APMA™ | SENIOR WEALTH ADVISER

Cynthia is a distinguished CERTIFIED FINANCIAL PLANNER™ practitioner that underscores her commitment to excellence in personal financial planning. She is also recognized as a Chartered Retirement Plans Specialist™ and an Accredited Portfolio Management Advisor™, illustrating her expertise in retirement and investment planning. Her professional journey includes significant roles at UBS Financial Services, First Horizon National, and Ameriprise Financial, reflecting over 16 years of industry experience.

Deeply involved in her community, Cynthia contributes to the Habitat for Humanity of Dane County and supports the Foundation for Fighting Blindness through the Vision Walk. Additionally, she is a member of TEMPO Madison, an organization that champions the influence of women in business and beyond.

RAY ZEMON, MBA | DIRECTOR OF FIXED INCOME

Ray serves as the Director of Fixed Income, Portfolio Manager, and Partner for Atlatl Advisers. Ray earned his MBA from the University of Wisconsin in 1978. From 1976 through 1981, Ray was a Fixed Income Portfolio Manager at Harris Trust and Savings Bank in Chicago. From 1981 through 1999, Ray was the Chief Fixed Income Investment Officer and Managing Director of Lincoln Capital Management (now part of Neuberger Berman).

Additionally, Ray has been a successful investor and director in many companies. In 1999, Ray was the founding investor in Bop, LLC (shopbop.com), an online retailer of women’s fashion. Bop was acquired by Amazon in 2006. In 2003, Ray was an investor and a director (2006 until 2011) of FinAnalytica, Inc., a developer of analytical tools for investment professionals. In 2007, Ray was an investor and a director of Nemean Networks, LLC, a developer of IT network security software. Nemean was acquired by Qualys, Inc. in 2010. In 2013, Ray was an investor and a director in MdotLabs, Inc., a developer of cyber-security methodologies to identify non-human traffic generating fraudulent ad revenue on pay-per-view networks and other traffic generation techniques. MdotLabs was sold to ComScore in 2014. Additionally, in 2013, Ray was an investor and a director (2013-2014) in The Art Commission (codaworx.com), a global platform to showcase design projects that feature commissioned artwork in interior, architectural, and public spaces.

JASPER VACCARO, J.D. | WEALTH ADVISER

Jasper Vaccaro joined Atlatl Advisers in December of 2023 as a Wealth Advisor. Prior to joining Atlatl Advisers, Jasper served as Senior Vice President and Managing Director of Prairie Trust. He has over 25 years of trust and wealth management experience in addition to 11 years of legal expertise. Jasper was regional manager for Heartland Financial USA, Inc. where he oversaw wealth management services for Wisconsin Bank & Trust, Illinois Bank & Trust, Minnesota Bank & Trust and Blue Valley Bank & Trust in Kansas City. He also served as Vice President at BMO Private Bank where he managed personal trust relationships servicing high net worth and ultra-high net worth families.

Jasper earned his Juris Doctor degree from The John Marshall Law School in Chicago, Illinois and his Bachelors of Business Administration degree in accounting from Chapman College in Orange, California. He and his family currently reside in Waunakee and he is active in the community where he has served on several board of directors, which included a term as President or Chair for Ronald McDonald House Charities of Madison, YMCA of Dane County and Community Action, Inc. of Rock and Walworth Counties.

HUNTER KLUS-WEDEL | WEALTH ADVISER

Hunter started with Atlatl Advisers in 2022 as a Wealth Adviser. Hunter received her degree in Finance and Economics from University of Wisconsin-Eau Claire. Outside of the office, she is passionate about outdoor activities including hiking, fishing, and hunting as well as fostering dogs and spending time with family. Hunter is also a fervent volunteer in the community. She serves as President for Momentum Professional Inc., Co-Chair of Membership for Wisconsin Commercial Real Estate Women (WCREW), a member of the Young Professional Committee for First Tee Southcentral Wisconsin, and an ambassador for the Greater Madison Chamber of Commerce.

TIM PRICE, CFA | INVESTMENT STRATEGIST

Tim Price serves as a portfolio manager and partner with our digital assets and blockchain technology division. Prior to his involvement with Atlatl, Tim was Principal of RiverRock Investors, a consulting firm specializing in algorithmic investing models. His past experiences also have included senior positions in 2 start-up quant funds, CIO for a $1 billion RIA, and financial analyst for a boutique private equity firm. Tim has earned a MBA from the University of Wisconsin and also is a CFA charter holder. Tim and his wife Cara enjoy spending their free time at their Montana cabin exploring the greater Yellowstone ecosystem preferably with a fly rod in his right hand and a trout coming to the net in the left.

Mark Fedenia, Ph.D. | Director of Investments

Mark serves as the Director of Investments for Atlatl Advisers. Mark is the Baird Professor of Finance and Director of the Wealth Management & Financial Planning Program in the Wisconsin School of Business. His research and teaching interests include investment management, wealth management & financial planning. For more than two decades he was the director of the UW Madison Applied Security Analysis Program (ASAP).

Mark earned his Ph.D. from the University of Wisconsin-Madison. He is associate editor of the Financial Planning Review, the flagship publication of the CFP Board. In his role with ASAP, Mark managed equity and fixed income portfolios for the UW-Madison Foundation and UW-System. For many years, Mark was a consultant to the UW-System where he selected outside investment managers and wrote investment policies. In addition, he co-managed an alternative asset portfolio, a fund of funds, and a long-short equity fund between 2000 and 2012. Since 2015 he founded his own registered investment advisory firm which, after joining forces with the remainder of the team developed into Atlatl Advisers.

Research

Choi, N. & Fedenia, M. & Skiba, H. & Sokolyk, T. (2017). Portfolio concentration and the performance of institutional investors worldwide Journal of Financial Economics

Beracha, E. & Fedenia, M. & Skiba, H. (2014). Culture’s Impact on Institutional Investors’ Trading Frequency International Review of Financial Analysis

Fedenia, M. & Shafer, S. & Skiba, H. (2013). Information immobility, industry concentration, and institutional investors’ performance Journal of Banking and Finance

Anderson, C. & Fedenia, M. & Hirschey, M. & Skiba, H. (2011). Cultural influences on Home Bias and International Diversification by Institutional Investors Journal of Banking and Finance

Fedenia, M. & Hirschey, M. (2009). The Chipotle Paradox Journal of Applied Finance

De, S. & Fedenia, M. & Triantis, A. (1996). Effects of competition on bidder’s returns Journal of Corporate Finance

Cuny, C. & Fedenia, M. & Haugen, R. (1996). Professional Investor re-entry and the January effect Advances in Financial Economics

Fedenia, M. & Thompson, H. (1994). On the necessity of solving the free rider problem in takeover bids Review of Quantitative Finance and Accounting

Fedenia, M. & Grammatikos, T. (1993). Risk premia and the ex-dividend stock price behavior: empirical evidence Journal of Banking and Finance

Fedenia, M. & Hirschey, M. (1992). Empirical Studies in Industrial Organizations: Essays in Honor of Leonard W. Weiss

Fedenia, M. & Grammatikos, T. (1992). Options trading and the bid-ask spread of their underlying stocks Journal of Business

Fedenia, M. & Grammatikos, T. (1991). Portfolio rebalancing and the effective taxation of dividends and capital gains following the tax reform act of 1986 Journal of Banking and Finance

Ross Fedenia, CFP^® | Managing Director

Ross founded Atlatl Advisers and serves as a Managing Director and Financial Adviser, particularly with the team’s high net worth clients. Ross began his career in finance as an analyst at a hedge fund before specializing in Private Wealth Management. After attending the University of Chicago, Ross furthered his education at the University of Wisconsin and became the first graduate from the Wealth Management and Financial Planning Program, which his father, Mark Fedenia, Ph.D. founded. With his progressive vision and strategic direction, Ross is an innovative leader of the group. When away from the office, Ross enjoys spending time outdoors with his wife, Emily. As a former collegiate soccer player, he remains active both as a player and a member of the local community.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Stephanie Kaminski | Director of Operations

Stephanie is integral to the success of Atlatl Advisers. As a cofounder, Stephanie serves as the Director of Operations, managing and executing the needs of our clients. She began her career in 2010 with UBS and developed a wealth of knowledge that has led to her success today. While her experience in the industry is second to none, above all else, she enjoys developing and maintaining relationships with clients. Stephanie received a B.B.A. in finance from UW-Whitewater where she studied finance and accounting. Away from the office, if Stephanie is is not traveling you may see her on a waterski, snowmobile, or competing in a triathlon. She is also active in the community through her volunteer work at Habitat for Humanity.

LAUREN MORTENSEN, PH.D. | DIRECTOR OF COMPLIANCE

Lauren joined the team at Atlatl as Director of Compliance. Lauren holds a doctoral degree from Texas A&M University and a bachelor’s degree from University of Wisconsin-Madison. With a background in scientific research and teaching, Lauren brings her attention to detail, integrity, and project management skills to Atlatl. Outside of the office, Lauren can be found managing her farm with her husband and Australian Shepherd, hiking, and canning jam.

LUANN SHAY | DIRECTOR OF CLIENT EXPERIENCE

LuAnn joined Atlatl as the Director of Client Experience. Her background includes more than two decades of experience in the healthcare industry with more recent experience in finance and design. She brings an understanding and skill set aimed at connecting an organization to individuals on an authentic and transformative basis. LuAnn received her Bachelor of Science in Physician Assistant Studies from the University of South Dakota. Outside of the office, LuAnn loves to design, travel and spend time with her extended family and friends.

EMILY FEDENIA | DIRECTOR OF MARKETING

Emily is the Director of Marketing at Atlatl Advisers. With a background in client facing industries, as well as human resources, her diverse experience adds essential value aimed at connecting an organization to individuals on an authentic and transformative basis. While away from the office, Emily enjoys spending time with her family, practicing yoga, being outdoors, and reading with a big cup of hot tea.

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