DRAFT MODE
 
 

Our Team

- Our Team -

 

Investment Team

placeholder.jpgAlbert Herzog, MBA, CFP®, ChFC
CEO & Founder

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Mr. Herzog is the founder of Fortunatus Investments and currently serves as Chief Executive Officer and as an Investment Analyst on the investment policy team. A financial advisor for over 30 years, he founded Executive Wealth Management, an independent registered investment advisor, in 1981. Albert received a B.A. from Michigan State University and an M.B.A. from the University of Michigan.

placeholder.jpgMichael Chechel
Vice President & Co-Founder

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Mr. Chechel is a co-founder of Fortunatus Investments and serves on the investment policy team as an Investment Analyst. Michael also is a Vice President and Partner of Executive Wealth Management, an independent investment advisor. He brings extensive experience from the financial industry and Wall Street to the investment team. Michael received a B.A. in Business Administration from Dowling College.

placeholder.jpgNathan Larsen
Chief Investment Officer

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Mr. Larsen has served since 2002 as Director of Research for AdvisorGuide LLC, an investment research firm. Responsibilities have included the development, testing, implementation, monitoring, and statistical analysis of numerous investment portfolios. Nathan has provided research to Fortunatus Investments since its inception and now sits on the Investment Policy Committee. Nathan grew up in the Chicago area, and hold a Bachelor of Arts in History from Taylor University, Upland, IN.

placeholder.jpgGregory Barber, CPA
Investment Analyst

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Mr. Barber is on the investment policy committee of Fortunatus Investments as an Investment Analyst. He graduated with a B.B.A. in Accounting from the University of Michigan and earned his CPA Certification in 1991.

placeholder.jpgAdam Kulesza,
MBA, CFP®, ChFC, CLU

Co-Founder

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Mr. Kulesza is on the investment policy committee of Fortunatus Investments as an Investment Analyst and is also a financial advisor with Executive Wealth Management. He received his B.A from the University of Michigan and an M.B.A. from Cleary University.

placeholder.jpgKevin Scully
Quantitative Financial Analyst

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Mr. Scully provides assistance in the collection, maintenance, and quantitative analysis of the financial data needed to develop and maintain the models for Fortunatus Investments. Kevin received his Bachelor of Arts in Chemistry from Wayne State University.

Operations

placeholder.jpgMichael Lay, CFP®
Chief Operating Officer

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Mr. Lay oversees the daily activities of employees and operations of Fortunatus Investments and reports directly to Mr. Herzog, the CEO of Fortunatus. Michael received his B.B.A with a concentration in Finance from the University of Michigan, Ross School of Business and earned his Certified Financial Planner (CFP designation in 2011.

  

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