Objective investing

Fair fees

Simplified process

Meet Our Team

Midwest has an exceptional team of professionals that is dedicated to helping you achieve your investment goals and committed to providing you with the highest level of service.

James W. Byrd

President & Chief Investment Officer

  • Forty-three years of experience, including positions at Continental Illinois National Bank, Kidder Peabody & Company, Shearson Lehman Hutton, Inc., and Robert W. Baird & Company.
  • Taught Finance and Accounting in graduate and undergraduate programs at Cardinal Stritch College.
  • Provided consulting services to health care and insurance organizations, and to trust departments of national banks.
  • Served two years in U.S. Peace Corps in Central America as Community Development Specialist.
  • Advisory Council member at Wisconsin Foundation for School Music.
  • Master of Management degree, specializing in Finance and Accounting, from Northwestern University and Bachelor of Arts degree, specializing in Spanish and Latin American Studies, from Carthage College.

Weijun Cheng, Ph.D.

Research Analyst

  • Nine years of experience, including positions at Arrowhead Pharmaceuticals and ANI Pharmaceuticals (currently involved with product testing the majority of his work week).
  • Passed all three levels of the CFA program, and may be awarded the charter upon successful completion of the required work experience.
  • Ph.D. in Physiology from the University of Wisconsin, and B.S. degree in Biology from Fudan University.

Patrick J. Sullivan


  • Thirty-two years of experience, including various positions at the Chemical Investment Group (New York, NY), Meridian Asset Management (Malvern, PA), Farrell SL Asset Management (New York, NY), and Mutual of America Capital Management (New York, NY).
  • Fundraising committee member at the Ability Beyond Foundation.
  • Bachelor of Arts Degree, specializing in Psychology, from Marquette University.

Raymond H. Purdy, M.D.


  • Thirty-six years of experience, including private practice in Internal Medicine, Surgical Internship at Gundersen Medical Clinic, and Internal Medicine Residency at University of Wisconsin.
  • Former member of Himalayan Rescue Association, Wilderness Medical Society, and University of Wisconsin Medflight Trauma Department.
  • Medical degree from Vanderbilt University, and Bachelor of Science degree in Agriculture from the University of Missouri.

Mark A. Runzheimer


  • Thirty-four years of experience, including positions at TD Waterhouse, Strong Investments, Inc., Firstar Investments n/k/a U.S. Bank Investments, and Waukesha State Bank.
  • Provided retirement plan educational services to corporations and high net worth individuals.
  • Managed equity trading desk, and Rule 144 transactions and reporting requirements for corporate executives.
  • M.B.A. degree in Finance and Bachelor of Science degree in Industrial Technology from the University of Wisconsin, and numerous professional certifications.

Michael C. Adler


  • Thirty-one years of experience, including positions at M. C. Adler Insurance & Financial and M. C. Adler & Associates.
  • University of Wisconsin Development Board Member Wisconsin Alzheimer Institute.
  • Bachelor of Arts Degree, with a major in Communications and minors in Coaching and Sports Medicine from the University of Wisconsin – Whitewater.