Len Rush has served in several different senior executive roles at various global financial services firms. Most recently, Mr. Rush served as Managing Director and the Chief Financial Officer of Baird, Baird Holding Company, Baird Financial Corporation and is the Treasurer for Baird Funds. Prior to joining Baird in 2000, Mr. Rush spent nine years at Fidelity Investments, where he was CFO of its four broker dealers, Vice President/ Head of Compliance and Assistant Treasurer for the funds. Prior to Fidelity, Mr. Rush was a Vice President at Credit Suisse First Boston, a Manager with Goldman, Sachs & Co. and a Senior Manager with Deloitte & Touche. Mr. Rush holds a BBA, with a focus in Accounting, from the University of Wisconsin-Madison and a Masters of Business Administration from New York University. Mr. Rush is also a Certified Public Accountant.
David A. Massart is a co-founder, Chief Investment Strategist and President of Next Generation Wealth Management, Inc., a SEC registered investment advisory firm. Mr. Massart has 18 years of financial experience working with high net worth individuals, families, trusts and retirement accounts. David’s responsibilities include: setting the firm’s overall strategy, strategic and tactical asset allocation decisions, investment manager evaluation/selection and client relationship management. He is the lead member of Next Generation Wealth Management’s Investment Committee. Prior to co-founding Next Generation Wealth Management, Mr. Massart was a Manager at Wells Fargo Investments, LLC and a Managing Director of Strong Private Client. With David’s leadership and entrepreneurial spirit, he was responsible for building a wealth management team that managed over $275 million in client assets. Mr. Massart has been a featured presenter on a broad range of wealth management issues, including asset allocation, portfolio design, tax aware investment strategies and implementation of investment best practices over the past eighteen years. Mr. Massart holds an undergraduate degree in Business Management from the University of Minnesota where he was awarded a varsity tennis scholarship, receiving a Bierman Academic Scholar for 3 consecutive years. Mr. Massart’s team won two Big Ten Men’s Tennis Championships and was selected by his teammates as a co-captain during his senior season. Mr. Massart co-founded Next Generation Philanthropy, LLC and is the founder of Next Generation Entrepreneurs Group. Mr. Massart serves on several advisory boards in Wisconsin.
Ronald Beckman is a retired partner from the Business Assurance (Audit) practice of PricewaterhouseCoopers LLP. Mr. Beckman served his entire 36 year career in the accounting profession, 32 of those years with PricewaterhouseCoopers LLP. Mr. Beckman specialized in accounting assurance for a variety of pooled investment product types including both registered investment companies and private investment products. Mr. Beckman’s expertise includes all mutual fund structures, hedge funds, limited partnerships, common trust funds, and insurance products of all investment strategies. Mr. Beckman managed business assurance services for investment management, manufacturing, construction, real estate and not-for- profit firms during his career. Mr. Beckman holds a B.S. in accounting (magna cum laude) from Mankato State College and is a Certified Public Accountant.
Mike Castino serves as business development officer for the Exchange Traded Funds and Unit Investment Trusts division. Mr. Castino joined U.S. Bancorp Fund Services in 2013 with more than 20 years of business development, relationship management, marketing, managerial experience, and futures/equity trading experience. Prior to joining U.S. Bancorp Fund Services, Mr. Castino worked for Zacks Investment Management as managing director of the Index Services Division. He also held the position of vice president of Institutional Sales for Claymore ETFs (now Guggenheim Funds) and was senior floor trader at the Chicago Mercantile Exchange for a major Wall Street trading firm. Mr. Castino received his Bachelor of Arts degree in business management from Illinois State University and is Series 7 and 66 licensed.
Paul Fearday has more than ten years of experience in the financial services industry. Mr. Fearday was a project manager on the establishment of exchange traded fund servicing at U.S. Bancorp Fund Services and leads the ETF Fund Administration team. Prior to joining U.S. Bancorp in 2008, Mr. Fearday was an audit manager with PricewaterhouseCoopers LLP, specializing in auditing and assessing the internal control structure of regulated investment companies, hedge funds, and investment advisers. Mr. Fearday also worked on SAS70 audit engagements over investment advisers and services providers. Mr. Fearday received his Bachelor of Business Administration and Master of Accountancy degree from the University of Wisconsin-Madison.
Michael Barolsky is an attorney experienced in providing legal assistance to fund complexes and investment advisers with respect to the registration, regulation and operation of mutual funds and exchange-traded funds. Mr. Barolsky currently serves as Vice President and Legal Administration Manager for U.S. Bancorp Fund Services, LLC, which he joined in 2012. Prior to joining USBFS, Mr. Barolsky practiced law with the investment management group of a national law firm where his practice focused on counseling investment companies and investment advisers in all aspects of compliance with federal and state securities laws. Before practicing law, Mr. Barolsky was a management consultant in the strategy and operations practice of Deloitte Consulting LLP working with companies in the financial services, telecommunications, and health care sectors. Mr. Barolsky received his Juris Doctor from The George Washington University Law School and holds a Bachelor of Arts in global business and political dynamics and a Bachelor of Science/Bachelor of Arts in business management from Boston University.
James Butz has served as a compliance officer in the Regulatory Support Services department of U.S. Bancorp Fund Services since 2011 and currently serves as the Chief Compliance Officer for ETF Series Solutions. James joined U.S. Bancorp Fund Services in 2006 as a mutual fund specialist in the Transfer Agent and was promoted to operations manager in the Transfer Agent in 2007. He has more than 10 years of experience in the mutual fund and ETF industry. James earned his Bachelor of Business Administration degree in finance from the University of Wisconsin Milwaukee. He is a member of the National Society of Compliance Professionals (NSCP) and has been a panelist at the NSCP National Conference. He is also a member of the National Investment Company Service Association (NICSA) and serves on the NICSA Transfer Agent Committee.
Kristen Weitzel serves as fund administrator for a select group of U.S. Bancorp Fund Services clients. She was a project manager on the establishment of exchange traded fund servicing at U.S. Bancorp Fund Services and is now a member of the ETF Fund Administration team. Ms. Weitzel has more than eight years of experience in the financial services industry. Prior to joining U.S. Bancorp in 2011, Ms. Weitzel was an audit manager with PricewaterhouseCoopers LLP, specializing in auditing and assessing the internal control structure of regulated investment companies, hedge funds, broker dealers, and other financial services organizations. Ms. Weitzel received her Bachelor of Business Administration and Master of Accountancy degrees from the University of Wisconsin – Madison.