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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 and 2010.
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 security industry topics dealing with compliance issues, investment management techniques, risk management guidelines and investment policy development; President – Board of Trustees, University School of Milwaukee; 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.
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Donna Barber
Ms. Barber 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 apprentice instructor in the “Taking It Lightly” and “Vets Journey Home” programs through the Center for Creative Learning.
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