People
Winslow Capital's team is comprised of high-performing, best-in-class investment professionals with extensive analytical expertise in their respective areas. Each team member is focused on delivering consistent performance and successful client outcomes by adhering to our disciplined, time-tested processes. We recognize that our people are our greatest asset; therefore, we work to cultivate an environment that inspires both effective teamwork and excellent execution. In order to directly align with client interests, all employees have equity interest in the Firm.
Because of our client-centric, results-driven culture, we highly value employee integrity, continuity and rigor. The main goal of our Client Service Team is to maintain close relationships and open communication with our clients and their advisors. We believe in transparency and always want our clients to know what we are doing with their investments and why.
A team of high performing, best-in-class investment professionals with extensive analytical experience and a client-centric focus.
Justin H. Kelly, CFA
CEO/CIO
Portfolio Manager - Large Cap Growth
As Chief Investment Officer, Mr. Kelly ensures the Winslow Capital growth equity process is fully executed by all portfolio managers and analysts. Further, Mr. Kelly sets the macroeconomic framework and investment roadmaps for all of Winslow’s strategies. On the Large Cap Growth strategy, he is responsible for portfolio construction and operates as the lead portfolio manager. Mr. Kelly is a member of Winslow’s Executive Committee and Management Committee.
B.S. Finance and Investments, Summa Cum Laude, Babson College
Michael S. Palmer
President
Joined Winslow in 2010. Mr. Palmer oversees Marketing and Client Service operations. As an Executive Committee member, he is responsible for the strategic direction of the Firm, managing the relationship with parent, TIAA/Nuveen, and providing general management oversight. Further, Mr. Palmer is Chair of the Firm’s Management Committee comprised of department leaders responsible for the effective management of business operations and administrative functions to achieve the strategic goals and objectives of the Firm.
M.B.A. Finance, University of Chicago
B.A. Economics, Wheaton College
Lisa M. Elm
DIRECTOR OF CORPORATE DEVELOPMENT
Joined Winslow in 2009. Ms. Elm oversees Winslow’s Corporate Development efforts, working closely with senior leadership to realize the vision of the Firm. Key areas of focus include advancing the Firm’s organizational health, communications, corporate relations, talent management and enhancing Winslow’s thriving culture. Ms. Elm is a member of Winslow’s Management Committee and co-head of Winslow’s Corporate Social Responsibility program.
Diploma, Legal Office Administration, Globe College of Business
College of Liberal Arts, University of Minnesota – Twin Cities
Joshua J. Fuller
DIRECTOR OF INFORMATION TECHNOLOGY
Joined Winslow in 2015. Mr. Fuller is responsible for the leadership, strategy, execution and oversight of IT infrastructure, IT governance and IT policy. He guides Winslow’s technical projects and ensures alignment with organizational goals. Mr. Fuller has two decades of experience in the technical industry, serving more than half of that time within the investment management industry. Mr. Fuller is a member of Winslow’s Management Committee.
B.S. Management Information Systems, Iowa State University
Laura J. Hawkins, IACCP
MANAGING DIRECTOR, CCO/CRO
Joined Winslow in 2008. With a broad background of senior management experience within accounting and administration, finance and compliance, Ms. Hawkins oversees the Compliance, Legal, Risk Department and expertly aligns industry regulations to the daily activities of the Firm. Ms. Hawkins is a member of Winslow’s Management Committee.
M.B.A. Finance, University of St. Thomas
B.A. Accounting, Metropolitan State University
Steven M. Larson, CFA
MANAGING DIRECTOR, PORTFOLIO MANAGER – INTERNATIONAL EQUITIES
Joined Winslow in 2016. Mr. Larson leads the International Equities Investment Team and is responsible for implementing an institutional-grade international investment process that 1) aligns with Winslow’s domestic heritage of quality growth investing and, 2) extends the Firm's mission to “identify quality growth” investment opportunities across the globe. With extensive industry experience, he has been managing institutional equities portfolios since 2002. Mr. Larson is a portfolio manager for the International Small Cap strategy and a member of the Winslow’s Management Committee.
M.B.A. Carlson School of Management, University of Minnesota
B.S. Finance, Drake University
Barry F. Peters, CIMA
MANAGING DIRECTOR, MARKETING AND CLIENT SERVICE
Joined Winslow in 2009. Mr. Peters is responsible for Winslow Capital's client service and client portfolio manager duties in support of our strategic partners at Nuveen and New York Life/MainStay Funds. He works closely with portfolio managers to communicate the Firm's investment process, outlook and positioning to clients across all geographies. Mr. Peters is a member of Winslow’s Management Committee.
B.S. Finance and Economics, University of Maine
Eric J. Pagel
HEAD TRADER
Joined Winslow in 2007. Mr. Pagel focuses his expertise in trading operations oversight and execution. He works closely with the investment team to help implement the construction of the portfolio. Mr. Pagel is a member of Winslow’s Management Committee and heads the trading desk.
B.A. Speech Communications and Business, University of Minnesota
Stephanie A. Simon, CFA
MANAGING DIRECTOR, PORTFOLIO MANAGER
Joined Winslow in 2013. With extensive investment tenure, Ms. Simon is a portfolio manager and member of the Large Cap Growth Investment Team. In addition, Ms. Simon is a portfolio manager for the Growth Capital strategy, investing in private companies. Ms. Simon is a member of Winslow’s Management Committee.
B.S. Business Administration, Accountancy, Miami University
Ms. Simon has also earned a CPA in the state of New York.
Carol J. Vander Sluis
DIRECTOR OF MARKETING
Joined Winslow in 2017. Ms. Vander Sluis is responsible for leading the marketing and communication strategy development and implementation for Winslow Capital. With extensive industry experience, Ms. Vander Sluis is focusing her expertise in designing marketing and client service strategies for multiple products, distribution channels and mediums. Ms. Vander Sluis is a member of Winslow's Management Committee.
M.B.A. International Business, Georgia State University
B.S. Finance, University of Wisconsin
Jeff D. Wieneke, CPA
MANAGING DIRECTOR, CFO
Joined Winslow in 2007. With broad industry experience in financial and portfolio accounting, Mr. Wieneke oversees Corporate Finance, Portfolio Accounting, Operations and Administrative Affairs. Mr. Wieneke is a member of Winslow’s Management Committee.
B.S. Accounting, St. Cloud State University
Justin H. Kelly, CFA
CEO/CIO
Portfolio Manager - Large Cap Growth
As Chief Investment Officer, Mr. Kelly ensures the Winslow Capital growth equity process is fully executed by all portfolio managers and analysts. Further, Mr. Kelly sets the macroeconomic framework and investment roadmaps for all of Winslow’s strategies. On the Large Cap Growth strategy, he is responsible for portfolio construction and operates as the lead portfolio manager. Mr. Kelly is a member of Winslow’s Executive Committee and Management Committee.
B.S. Finance and Investments, Summa Cum Laude, Babson College
Patrick M. Burton, CFA
MANAGING DIRECTOR, PORTFOLIO MANAGER – Large Cap Growth
SECTOR PORTFOLIO MANAGER/ANALYST
Joined Winslow in 2010. Mr. Burton is a portfolio manager for the Large Cap Growth strategy. He focuses his expertise in the Technology sector analyzing both potential technology investments and trends within the ever changing technology landscape. Key areas of focus include consumer internet, social media, online travel agencies, digital payments, cloud computing and legacy technology.
B.S. Finance, With Distinction, University of Minnesota
Kelly A. Flynn, CFA
Managing Director, Sector Portfolio Manager/Analyst – Large Cap Growth
Portfolio Manager – Growth Capital
Joined Winslow in 2013. Ms. Flynn focuses her expertise in the Consumer and Services sectors. Key areas of focus include Consumer Staples, Business and Information Services and certain consumer internet sub-sectors. Ms. Flynn is also a portfolio manager for the Growth Capital strategy, investing in private companies.
A.B. History and Literature, Harvard University
Steven M. Hamill, CFA
MANAGING DIRECTOR, SECTOR PORTFOLIO MANAGER/ANALYST
Joined Winslow in 2006. Mr. Hamill focuses his expertise on the Healthcare sector analyzing new medical discoveries, consumption trends and political shifts to help identify investment opportunities. Further, Mr. Hamill analyzes U.S. government policy changes that may impact the broader economy or markets for the entire investment team.
B.S. Honors Finance, B.S. Honors Economics, Magna Cum Laude, Marquette University
Mitchell A. Kaiser
MANAGING DIRECTOR, SECTOR PORTFOLIO MANAGER/ANALYST
Joined Winslow in 2011. Mr. Kaiser focuses his expertise in the Consumer Discretionary sector analyzing potential investments and consumer purchasing trends. Key areas of focus include traditional brick and mortar retail, e-commerce, restaurants, media, cable, lodging and gaming.
M.B.A. Finance and Strategy, University of Minnesota, Carlson School of Management
B.S. Finance, Minnesota State University
Adam J. Kuhlmann
PORTFOLIO MANAGER/ANALYST – INTERNATIONAL EQUITIES
Joined Winslow in 2016. Mr. Kuhlmann is a member of the International Equities Team and a portfolio manager/analyst for the International Small Cap strategy. With extensive experience managing institutional equities portfolios since 2009, he is responsible for portfolio construction as well as fundamental and systematic research within an integrated investment process. Mr. Kuhlmann is co-head of Winslow’s Corporate Social Responsibility program.
B.B.A. Finance and Psychology, University of Minnesota – Duluth
Steven M. Larson, CFA
MANAGING DIRECTOR, PORTFOLIO MANAGER – INTERNATIONAL EQUITIES
Joined Winslow in 2016. Mr. Larson leads the International Equities Investment Team and is responsible for implementing an institutional-grade international investment process that 1) aligns with Winslow’s domestic heritage of quality growth investing and, 2) extends the Firm's mission to “identify quality growth” investment opportunities across the globe. With extensive industry experience, he has been managing institutional equities portfolios since 2002. Mr. Larson is a portfolio manager for the International Small Cap strategy and a member of the Winslow’s Management Committee.
M.B.A. Carlson School of Management, University of Minnesota
B.S. Finance, Drake University
Clement Lau, CFA
ANALYST – GLOBAL EQUITIES
Joined Winslow in 2016. Mr. Lau focuses on the fundamental research and portfolio construction effort of the International Small Cap strategy. He is actively involved in stock picking, earnings analysis, macro updates and analyst/management meetings across sectors and regions as part of the integrated research process.
M.B.A. University of Minnesota, Carlson School of Management
B.B.A. The Chinese University of Hong Kong
Roger A. Mendel, CFA
MANAGING DIRECTOR, SECTOR PORTFOLIO MANAGER/ANALYST
Joined Winslow in 2008. Mr. Mendel focuses his expertise in the Industrials and Materials sectors analyzing both potential investments and trends within a global marketplace. Key areas of focus include multinational industrials, transportation, aerospace and defense, chemicals, automotive and related technology and construction related companies. Mr. Mendel also conducts Winslow’s macro research along with Mr. Kelly.
B.S. Finance, Indiana University
Stephan C. Petersen
MANAGING DIRECTOR, SECTOR PORTFOLIO MANAGER/ANALYST
Joined Winslow in 2013. Mr. Petersen focuses his expertise in the Financials and Energy sectors. Both sectors require a deep understanding of the global macroeconomic and regulatory environments impacting the ability of companies within the sectors to achieve strong earnings growth.
M.B.A. Concentrations in Finance and Accounting, University of Chicago, Booth School of Business
B.A. Economics, Michigan State University
Stephanie A. Simon, CFA
MANAGING DIRECTOR, PORTFOLIO MANAGER
Joined Winslow in 2013. With extensive investment tenure, Ms. Simon is a portfolio manager and member of the Large Cap Growth Investment Team. In addition, Ms. Simon is a portfolio manager for the Growth Capital strategy, investing in private companies. Ms. Simon is a member of Winslow’s Management Committee.
B.S. Business Administration, Accountancy, Miami University
Ms. Simon has also earned a CPA in the state of New York.
Dean G. DuMonthier, CFA
MANAGING DIRECTOR, CLIENT PORTFOLIO MANAGER
Joined Winslow in 2017. With extensive industry experience, Mr. DuMonthier focuses his expertise in portfolio management and serving our clients' needs across institutional, intermediary and high net worth channels.
M.B.A. Accounting, Finance and Marketing, With Distinction, J.L. Kellogg Graduate School of Management
B.A. Economics, Cum Laude, Lawrence University
Clark J. Winslow
FOUNDER
Joined Winslow in 1992. Mr. Winslow serves as a member of the Firm’s Executive Committee and Investment Team and previously served as CEO and CIO. He founded Winslow Capital Management in 1992. As Founder, Mr. Winslow has presided over the growth of the Firm and has rooted a profound commitment to placing clients first. The overriding goal to provide consistent outperformance over time for our clients, supported by value-adding client service and outstanding administration, remains a core value of the Firm.
M.B.A. Harvard Business School
B.A. Yale University
Michael S. Palmer
President
Joined Winslow in 2010. Mr. Palmer oversees Marketing and Client Service operations. As an Executive Committee member, he is responsible for the strategic direction of the Firm, managing the relationship with parent, TIAA/Nuveen, and providing general management oversight. Further, Mr. Palmer is Chair of the Firm’s Management Committee comprised of department leaders responsible for the effective management of business operations and administrative functions to achieve the strategic goals and objectives of the Firm.
M.B.A. Finance, University of Chicago
B.A. Economics, Wheaton College
Megan L. Anderson
MANAGING DIRECTOR, MARKETING AND CLIENT SERVICE
Joined Winslow in 2016. Ms. Anderson focuses her expertise in managing institutional client relationships. She works closely with portfolio managers to communicate the Firm’s investment process, outlook and positioning to clients across all geographies.
B.S. Business, Wake Forest University
John A. Maschoff
MANAGING DIRECTOR, MARKETING AND CLIENT SERVICE
Joined Winslow in 2007. With extensive industry experience, Mr. Maschoff is responsible for institutional client and consultant relationships as well as business and product development.
B.S. Political Science, Auburn University
Barry F. Peters, CIMA
MANAGING DIRECTOR, MARKETING AND CLIENT SERVICE
Joined Winslow in 2009. Mr. Peters is responsible for Winslow Capital's client service and client portfolio manager duties in support of our strategic partners at Nuveen and New York Life/MainStay Funds. He works closely with portfolio managers to communicate the Firm's investment process, outlook and positioning to clients across all geographies. Mr. Peters is a member of Winslow’s Management Committee.
B.S. Finance and Economics, University of Maine
Carol J. Vander Sluis
DIRECTOR OF MARKETING
Joined Winslow in 2017. Ms. Vander Sluis is responsible for leading the marketing and communication strategy development and implementation for Winslow Capital. With extensive industry experience, Ms. Vander Sluis is focusing her expertise in designing marketing and client service strategies for multiple products, distribution channels and mediums. Ms. Vander Sluis is a member of Winslow's Management Committee.
M.B.A. International Business, Georgia State University
B.S. Finance, University of Wisconsin