Harlan Moeckler Caia

Harlan Moeckler, CPA CAIA, has extensive work experience in various financial roles. Harlan started their career as an Accountant and Auditor at EY in 1979. Harlan then worked as an Internal Auditor at Paine Webber and later as a Senior Vice President / Internal Auditor at FIRST BOSTON. Harlan served as the Branch Manager and Senior Vice President at Shearson Lehman American Express from 1989 to 1993. From 1993 to 1996, they worked as a Vice President at J.P. Morgan. Harlan then became a Managing Director at Bankers Trust Company (now Deutsche Bank) from 1996 to 2000. Harlan worked as a Managing Director in Futures and Options at HSBC from 2000 to 2002. Harlan also held the role of Vice President in Alternative Investment Solutions and IFS at State Street from 2002 to 2006. Harlan later became the Chief Financial Officer, FINOP, and Director at TradeLink Holdings LLC, a proprietary trading firm and hedge fund manager, where they worked from 2006 onwards. In 2017, they took on the role of Independent Mutual Fund Director at Plumb Equity and Balanced Funds as advised by Wisconsin Capital Management, LLC.

Harlan Moeckler, CPA CAIA, earned their Bachelor of Business Administration (BBA) degree in Accounting and Finance from the Wisconsin School of Business from 1975 to 1979. In addition to their formal education, they have obtained the Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association in November 2004. Furthermore, Harlan Moeckler holds the Certified Public Accountant (CPA) designation, which was awarded by the Illinois Department of Financial and Professional Regulation. The specific month and year of their CPA certification were not provided.