Campbell Newman Asset Management Inc

Rimas Milaitis is a financial advisor at Campbell Newman Asset Management Inc with 26 years of industry experience. He holds a Series 65 designation and has been with Campbell Newman since 2005. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. The firm manages over $1.29 billion in discretionary assets and employs three equity-focused strategies based on a bottom-up fundamental research process.

John Bonnell is a financial advisor with Campbell Newman Asset Management Inc in Milwaukee, WI, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Artisan Partners Limited Partnership and Artisan Partners Distributors LLC for a decade before joining Campbell Newman in 2017. Outside of finance, he is a minority owner and non-management member of Capriotti’s Sandwich Shop through Red 27, LLC. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and others, managing approximately $1.29 billion in discretionary assets and $2.32 billion in Model Platform Account arrangements as of year-end 2024. The firm employs three equity-focused strategies based on independent, bottom-up fundamental research and serves a large client base with a notably high assets-under-advisor ratio.

Jeremy Ellis is a CFA® charterholder with 14 years of industry experience. He currently works at Campbell Newman Asset Management Inc, where he has been since 2021, following six years at Robert Baird & Co. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. The firm manages over $1.29 billion in discretionary assets and employs three equity-focused strategies based on bottom-up fundamental research and model portfolios.