Marketing/Client Relations
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Michael J. Neary, CFA, CFP®
Partner and Client Portfolio Manager
- Vice President, The Oakmark Funds
- BS, Northern Illinois University, 1990
- Managing Director, Marketing & Client Relations with Harris Associates L.P., 2002-2012; Director, Advisor Relations with Harris Associates L.P., 1997-2002
- 26 years investment industry experience
- Joined Harris Associates in 1995
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Kathleen O. Gerdes
Managing Director, Marketing & Client Relations
- BA, Oberlin College, 1993
- MBA, Northwestern University, 2005
- Business Development Officer at Atlantic Trust Stein Roe, 1997-2006; Planning and Development Associate for the Jane Addams Hull House Association, 1994-1997
- 21 years investment industry experience
- Joined Harris Associates in 2006
Lauren Harvey, CFA
Product Specialist
- BBA, Southern Methodist University, 2005
- MBA, University of Chicago, 2011
- Equity Specialist, UBS Asset Management, 2014-2016; Institutional Sales & Consultant Relations Associate, UBS Asset Management, 2012-2014; Business Unit Controller, UBS Asset Management, 2008-2012; Senior Accountant, Corus Bank, 2006-2008
- 10 years investment industry experience
- Joined Harris Associates in 2016
Daniel A. Nicholas, CFA
Client Portfolio Manager
- BBA, University of Wisconsin-Madison, 1999
- MS Finance, University of Wisconsin-Madison, 2001
- Director, Institutional Sales with Harris Associates, 2012-2014; Executive Director, Morgan Stanley, 2009-2012; Executive Director, UBS, 2001-2009; Equity Analyst Intern, T Rowe Price & Associates, 2000; Equity Portfolio Manager, University of Wisconsin Applied Security Analysis Program, 1999-2000
- 19 years investment industry experience
- Joined Harris Associates in 2012
Vineeta D. Raketich
Managing Director, Global Operations & Client Relations
- Vice President, The Oakmark Funds
- BS, DePaul University, 1993
- MS-Taxation, DePaul University, 2002
- Supervisor, Mutual Fund and Institutional Services with Harris Associates L.P., 1995-2003; Analyst at The Barnes Alliance, 1993-1995
- 26 years investment industry experience
- Joined Harris Associates in 1995
Jeffrey P. Vilker
Director, Institutional Sales
- BBA, University of Wisconsin-Madison, 1995
- Sales Executive, ComPsych Corporation, 2010-2012; Director of Marketing, Patton Investments, 2009-2011; Sales Director, Gulfstream Aerospace, 2004-2009; Major Account Manager, Cisco Systems, 2000-2004; Area Account Manager, Stora Enso, 1999-2000; Sales Representative, James River, 1997-1999; Account Manager, International Paper, 1995-1997
- 10 years investment industry experience
- Joined Harris Associates in 2012
Jack Wildermuth, CFA, CAIA
Managing Director, Marketing & Client Relations
- BS, U.S. Military Academy at West Point, 1989
- MBA, Duke University, 1995
- Marketing Executive, Research Affiliates LLC, 2006-2008; Partner, Stratford Advisory Group, 1998-2006; Investment Consultant, Wilshire Associates, 1997-1998; Investment Banking Associate, WR Hough & Co., 1995-1997; U.S. Army Field Artillery Officer, including Platoon Leader in First Gulf War, 1989-1993
- 23 years investment industry experience
- Joined Harris Associates in 2008