Manny Vasquez

Manny Vasquez, VP Business Development at NAI Pfefferle Companies

 Manny Vasquez, VP Business Development at NAI Pfefferle Companies and Mike Steppe, SVP Chief Investment Officer at Nicolet National Bank are guests of the Nicolet Wealth Management webinar hosted by Anthony Wilhelms, CFA, CFP®. Topics include: Are the real estate needs of businesses changing? Does Northeast WI have the right real estate to attract …

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Bob Olson: Fraud Awareness - Protect your Mail

Fraud Awareness – Protecting Your Personal Mail

 Don’t put cash, gift cards, or paper checks in your mailbox. Bob Olson, Appleton-Calumet St. Branch Manager warns that fraudsters are stealing mail in the area for their own personal use. The U.S. Postal Service reaches every home and business in the country. The vast majority of the mail it delivers arrives in tact, …

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Mike Daniels

Mike Daniels, President and CEO of Nicolet National Bank, 2021 Conversation

Mike Daniels, President and CEO of Nicolet National Bank joins the Nicolet Wealth Management webinar to discuss: • Leading an organization through an unprecedented time • How banking (and business) will change in 2021 • How have his thoughts about success changed since co-founding the bank in 2000 • What is Nicolet doing to help …

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Source: Bloomberg. S&P 500 Index. FAAMG (Facebook Inc., Apple Inc., Amazon.com Inc., Microsoft Corp., & Alphabet Inc.)

Strong Finish to 2020

Nicolet Wealth Management Market Update. Thank you for your continued confidence in Nicolet. The global COVID-19 pandemic has dominated nearly all of 2020. Yet remarkably, the capital markets were not only able to function, but were able to generate attractive returns for investors. However, investors had to accept a higher level of volatility and uncertainty …

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Charles Guthrie

Discussion with Charles Guthrie, Director of Athletics at the University of Wisconsin – Green Bay

 Anthony Wilhelms hosts a discussion with Charles Guthrie, Director of Athletics at the University of Wisconsin – Green Bay and Mike Steppe, SVP Chief Investment Officer at Nicolet National Bank joined the webinar. Topics include: Why the Division 1 athletic designation matters for UW-Green Bay and the community How to do more with less: …

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Annie Dart

Discussion with Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation

 Anthony Wilhelms hosts a discussion with Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management for this webinar. How is the giving season looking for non-profits? What impact has COVID had on non-profits in 2020? How did major fundraisers pivot/adapt in …

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Annualized U.S. GDP

Political Uncertainty for Market and Economic Conditions

Nicolet Wealth Management Market Update Thank you for your continued confidence in Nicolet. As the COVID-19 pandemic continues to create uncertainty in our lives, we will work hard to provide you with timely insights on market and economic conditions. An estimated 160 million Americans voted in the 2020 presidential election. With two out of every three …

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Jolene Hostak webinar

Jolene Hostak shares business best practices for fraud protection

Anthony Wilhelms is joined by Jolene Hostak, VP Treasury Management at Nicolet National Bank and Mike Steppe, SVP Chief Investment Officer at Nicolet National Bank for this Nicolet Wealth Management webinar. • The pandemic’s effect on payment fraud and business email compromise • Fraudster’s new ways of stealing from you and your business • A …

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Jayme Sellen

Jayme Sellen, VP of Economic Development & Government Affairs at the Fox Cities Chamber

Jayme Sellen, VP of Economic Development & Government Affairs at the Fox Cities Chamber and Adam Longlais, VP Senior Investment Officer at Nicolet Wealth Management join Anthony Wilhems to discuss: • A snapshot of the economy leading into the election • What is the Fox Cities chamber doing to support small business? • What brings …

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