Richard Rokus is a Managing Director and Client Portfolio Manager on the Fixed Income Team at Great Lakes Advisors. He is also a member of the firm’s Multi-Asset Strategy investment team. With over 25 years of portfolio management experience, he is a collaborative partner with many of the firm’s municipal, corporate, foundation, healthcare, and insurance clients.

Prior to joining the firm, Rich spent 17 years at M&I Investment Management Corporation and was responsible for managing over $18 billion in taxable mutual funds, limited partnerships, and separate accounts. As a member of the Fixed Income Policy Committee, Rich had oversight responsibility for all fixed income products managed by the firm. He also managed the securities lending trading team. As a Portfolio Manager of the Marshall Prime Money Market Fund, he received the IBC Money Fund Report award for the highest yielding taxable money market fund in 1998, as well as the Crane Data and IMoney.net awards for the highest yielding AAA-rated taxable institutional money market fund in 2009.

Education and Professional Credentials 

• Industry Start: 1992
• University of Wisconsin – Whitewater, BBA
• University of Notre Dame, MBA
• Chartered Financial Analyst, CFA®