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Independent

Consulting Partners

Bob Bukowski, Founder, Managing Partner and Senior Consultant

Bob Bukowski, Founder, Managing Partner and Senior Consultant

Bob founded Alpha in 1989 and has worked with clients ranging from $1 million to over $1 billion in assets. He has over 30 years’ experience in the financial services industry.

Bob regularly conducts on-site due diligence at money management and hedge fund firms. Additionally, he has conducted on-site due diligence on Frontier Market companies in Africa (Ghana, Kenya and Ivory Coast), Eastern Europe (Georgia, Bulgaria, Romania and the Ukraine), Asia (Bangladesh, Laos and Vietnam), and visited the Nepal stock exchange in Kathmandu.

Bob graduated with a Bachelor of Business Administration from UW Madison. He is a member of the CFA Society of Milwaukee, GMEBC, and WRPPL, and currently serves on several boards, including the Milwaukee County Council Boy Scouts of America Endowment Fund and the UWM Foundation. He is also heavily involved with Make a Difference – Wisconsin, a non-profit organization that provides financial literacy education to high school seniors throughout Wisconsin. He currently serves on the Board and is a past President.

Tel: (414) 319-4100
Fax: (414) 319-4110
111 E. Kilbourn Avenue, Suite 1600, Milwaukee, WI 53202

John Michael “Mickey” Maier, J.D., AIF®, Senior Consultant

John Michael “Mickey” Maier, J.D., AIF®, Senior Consultant

J. Michael “Mickey” Maier, joined Alpha as a Senior Consultant in 2007. He has over 30 years’ experience in the retirement planning, trust banking, investment advising and financial services businesses. Mickey has served as a technical expert, business owner and fiduciary, and is an Accredited Investment Corporate Counsel Fiduciary.

As the former President of EMJAY (and the Wells Fargo division it became) he was responsible for accounts of $1 million to over $1 billion. Mickey co-authored the “401k Answer Book and is a member of Wisconsin Retirement Plan Professionals and the National Center for Employee Ownership. In 2008, he was appointed to the Milwaukee County Pension Board. He has a Bachelor of Science from UW-Madison and graduated from the UW School of Law.

Tel: (414) 319-4100
Fax: (414) 319-4110
111 E. Kilbourn Avenue, Suite 1600, Milwaukee, WI 53202

Matthew Rose, Consultant

Matthew Rose, Consultant

Matt joined Alpha as an Analyst in 2007, gaining experience in client performance reporting and manager due diligence, before transitioning into a Consultant role. Matt previously worked for Robert W. Baird and Co., in the Baird Investment Management Group.

Matt holds a Bachelor of Science degree in Business Administration from Marquette University. He currently serves on the Board of the Friends of the Haggerty Art Museum as well as the Admissions Committee for Marquette University’s AIM Program, participates as a classroom volunteer for Make a Difference – Wisconsin, and regularly guest lectures at the Marquette University College of Business Administration.

Tel: (414) 319-4100
Fax: (414) 319-4110
111 E. Kilbourn Avenue, Suite 1600, Milwaukee, WI 53202
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