Our Team

Geoffrey G. (Rip) Maclay, Jr.  

Mr. Maclay is Founder and Managing Partner of Cedarwinds Investment Management, Milwaukee, WI.   He has over 40 years of experience in the investment management, securities brokerage, banking and technology fields.  Prior to forming Cedarwinds, he served with a number of financial service firms, including positions as President of Firstar Investment Services (currently US Bank), and President of Ziegler Asset Management. 

Maclay earned his BA in Economics from Dartmouth College and MBA in Finance and Marketing from the Wharton School at the University of Pennsylvania.  He has passed examinations for the Series 7, 24, 27, 53, 63 and 65 Securities Licenses.  He was awarded the inaugural “Master of Mutual Funds” designation by the American Banker and has been named a "FIVE STAR:  Best in Client Satisfaction Wealth Manager" by Milwaukee Magazine for 2009, 2010 and 2011.

Professional and community affiliations have included:

• President-Bank Securities Association;
• Member-National Association of Securities Dealers (NASD)–District Business Conduct Committee;
• Instructor and speaker at regulatory agency education seminars;
• Published author on securities industry topics dealing with compliance issues, investment management techniques, risk management guidelines and investment policy development;
• President–Board of Trustees, University School of Milwaukee;
• President, Dartmouth Alumni Association of Wisconsin
• Board member-Milwaukee Athletic Club;
• Board member-Wisconsin Economic Education Council;
• Adjunct Professor-University of Wisconsin-Milwaukee–Business School;
• Corporate member-Columbia Hospital;
• Member-Milwaukee Art Museum Early European Art Committee;
• Member-Cedar Lakes Conservation Foundation Investment Committee;
• Exhibitor at ArtPrize 2011, Grand Rapids, MI–www.ipledgeusa.org

Donna Barber  

Ms. Barber, Managing Director, is responsible for the operations and client support functions of Cedarwinds Investment Management.  She has over 25 years of experience in the banking, investment operations, accounting and technology fields.  Prior to her affiliation with Cedarwinds, she served in a number of executive assistant positions at First Wisconsin National Bank, Firstar Investment Services, and Ziegler Asset Management.

Ms. Barber is an honors graduate of Milwaukee Area Technical College, earning her Associates Degree in Accounting.  She has passed the Series 7, 63 and 65 Securities Licenses.  Ms. Barber’s professional and community affiliations have included:  completion of the American Institute of Banking’s Securities Services Program; Professional Excellence Program; Troop Committee member for Boy Scout Troop 612; and Treasurer and Council Member for her Church.  Ms. Barber and her husband, Mike, are avid tent campers and enjoy many other outdoor activities.

Andy Kuehn

Mr. Kuehn, Director of Digital Marketing, is responsible for managing and executing creative digital strategies and media at Cedarwinds Investment Management. He also manages all channels of social media.

Mr. Kuehn is a graduate of the University of Denver, earning his BA degree in Digital Media Studies. While in Denver, he worked as a marketing and advertising coordinator, website designer, as well as a manager of operations for the Tavern Hospitality Group.

Bob Shellman

Mr. Shellman, Institutional Marketing Director, is responsible for executing strategies designed to reach institutional clients and their advisors. He has over 27 years of experience in the trust services and investment management industry. He has served in various capacities including client management, legal, product development and marketing.

Shellman graduated from the University of Wisconsin with a B.A. in Political Science. He also earned a J.D. from the University of Wisconsin Law School. He is past President of the Milwaukee Porsche Club and past President of the Milwaukee Exchange Club. He was a member of the Milwaukee Estate Planning Council, the Wisconsin Retirement Plan Professionals Ltd. and the State Bar Association of Wisconsin. He served with several charitable organizations including the Leukemia Society, the Boy Scouts of America and the United Performing Arts Fund.

Shellman is married to Jolene, his wife of 37 years. He is an avid sports fan and an aspiring amateur chef.

Bob Weigel

Mr. Weigel is a registered representative of Cedarwinds Investment Management. He previously represented an investment manager in Chicago. He is licensed to practice law in Illinois and Wisconsin, and practiced many years as a transactional lawyer.

Weigel obtained his Juris Doctor degree from Marquette University Law School. He received the Master of Arts from the Monterey Institute of International Studies and earned his Bachelor of Arts at the University of Wisconsin. He was admitted to the roll of solicitors of the Supreme Court of England and Wales and has held the Series 65 securities license since 2007.

 Richard D. Harig

Mr. Harig serves as a Senior Advisor for Cedarwinds and functions as a legacy strategist and family advisor to business owners and post-liquidity event entrepreneurs.  In this capacity, he has served over 85 families in sixteen states assisting them in managing the complexities of wealth and the wide-ranging questions wealth creates.  As a strategist, he has served several of his clients in their closely-held businesses and charitable projects.  Harig has developed a unique process for focusing vision and developing a support structure for addressing one's dangers and capturing opportunities in both a financial and personal context.  

Harig graduated from the University of Oregon with a B.A. in Political Science. He continued his education in Austria, at the University of Vienna, where he studied history and philosophy.  He has been an entrepreneur for most of his career.  Mr. Harig is a graduate of the Professional Mentoring Program for financial, tax, and legal advisors in family wealth counseling and advanced estate design. He is a Certified Financial Planner™ Practitioner and is Series 3, 7, 63, & 65 securities licensed.

He is married to Joanna, his wife of 25 years, father of a Marine Corps translator serving in Afghanistan, and of a daughter attending Biola University, in LaMirada, California.

John O. Myers

Mr. Myers serves as a Director of Cedarwinds.  He has contributed in numerous senior capacities in the financial services industry over 30 years.  His expertise encompasses investment management, securities brokerage, insurance strategies, banking, and systems technology.  Myers responsibilities have included the role of Chief Executive Officer for HSBC Asset Management (USA), Chief Executive Officer for Bank of America’s broker/dealer, Senior Vice President of Transamerica Insurance, and Senior Vice President of The Colonial Group of Mutual Funds.

Myers earned his M.B.A. degree from the Stanford University Graduate School of Business, and B.A. degree from Dartmouth College, where he majored in mathematics and theatre.  As a Lieutenant (j.g.) in the U.S. Navy, Myers served on board a destroyer escort.  He has passed examinations for the Series 7, 24, 31, 63, and 65 securities licenses, and has served as a member of the Board of Directors of the Bank Securities Association. 

Myers is the devoted husband to Mary, his wife of 36 years, father to their six children, and an avid bicyclist.

Cedar

Cedar, while being youngest member of the firm being born April 4, 2011, does have one of the most important, and maybe hardest, jobs.  Cedar is in charge of monitoring all the members of Cedarwinds.  He faithfully welcomes each member to the office in the morning, giving you his version of “good morning “with a brush up against your leg and then promptly escorting each member to their office.  Cedar is front and center (literally right in the center of the conference room table) during all client meetings to ensure that each member of the firm is accurately presenting the information to the clients.  Sometimes he does fall asleep in the middle of a meeting, and usually on top of the papers we are reviewing; however, he is easily persuaded to pay attention, especially if presented with a treat. 

While Cedar has not passed any of his securities licenses at this time, he does offer his advice…if you can understand what advice it is that he is giving.  His communication abilities do leave something to be desired; however, he does his best.  While Cedar does have the most difficult job and is the lowest paid executive of the firm, he still treats every client with the warmth and attention that each one deserves.  Cedar always has an encouraging word for each client and welcomes the opportunity to get to know you.

Portfolio Strategies