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Geneva Capital Management Ltd.
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ABOUT US - Welcome

Who we are

Geneva Capital Management Ltd.'s William A. Priebe, CFA was recently interviewed by Kathleen Gallagher of the Milwaukee Journal Sentinel. Her article was published in the Monday, July 12, 2010 print edition of the Milwaukee Journal Sentinel. Click here to leave our site and read the online interview (posted 7/11/10).

Geneva Capital Management Ltd., located in Milwaukee, Wisconsin, is an investment management firm offering investment management services to individual and institutional clients. The company was founded in January, 1987 by William A. Priebe, CFA and Amy S. Croen, CFA, veteran money managers with more than 60 years of combined experience.

Priebe and Croen founded Geneva in order to provide an investment approach focusing on high quality, consistently growing companies. Steadfast implementation of this style has benefited clients ever since.

Michelle J. Picard, CFA, joined Geneva in 1999 as Director of Marketing, was promoted to the position of Research Analyst in 2002, then Vice President, Portfolio Manager in the first quarter of 2005. Michelle became a Principal of the firm in the second quarter of 2006 and an Executive Vice President, Portfolio Manager in March of 2010. W. Scott Priebe, joined the firm as an Investment Analyst in 2004, and became a Principal in 2008 and also as of March 2010, became an Executive Vice President, Portfolio Manager. 

Derek J. Pawlak who joined the firm in 2007, became a Principal of the firm in May of 2010 and is currently the Portfolio Manager - Fixed Income. Kristin L. Stanek joined the Marketing department of Geneva in 2004. She was promoted to the position of Research Assistant in 2007, Investment Analyst in the first quarter of 2009 and to Senior Research Analyst in April of 2010.

Joining the Investment Team in the spring of 2010 are Katie Immel, Research Analyst and Nicholas C. Bauer, CFA, Director of Institutional Sales & Marketing.

Pictured left to right in the front: Kristin Stanek - Senior Research Analyst and Derek Pawlak - Principal, Portfolio Manager - Fixed Income. Pictured left to right in the back: Bill Priebe - Co-President/Principal, Michelle Picard - Executive Vice President/Principal, Amy Croen - Co-President/Principal, Scott Priebe - Executive Vice President/Principal.

HighMark Geneva Mid Cap Growth Fund and Geneva Small Cap Growth Fund

Geneva is sub-adviser of the HighMark Geneva Mid Cap Growth and Geneva Small Cap Growth Funds. HighMark Funds Distributors, Inc., an affiliate of PFPC Distributors, Inc., is the principal underwriter of the HighMark Funds. HighMark Capital Management, Inc., a registered adviser, is a wholly owned subsidiary of Union Bank, N.A., and serves as investment adviser for HighMark Funds. Union Bank, N.A., a subsidiary of UnionBanCal Corporation, provides certain services to the Funds and is compensated for these services. NO BANK GUARANTEE, NOT FDIC INSURED, MAY LOSE VALUE. There is no guarantee that the Funds will meet their stated objectives.  

Carefully consider the Funds' investment objectives, risk, and charges and expenses. This and other information can be found in the Funds' prospectus, which may be obtained by calling 1.800.433.6884 or visiting www.highmarkfunds.com (by utilizing this link you will leave the Geneva website). Read the prospectus carefully before investing.

 
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Geneva Capital Management Ltd. - 250 E. Wisconsin Ave - Suite 1050 - Milwaukee, WI 53202 - 414.224.6002 - 414.224.9503 (fax)