Buena Vista Investment Management

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John L. Moffat, Partner and Portfolio Manager - John founded Buena Vista Investment Management in 1998 as a boutique investment management firm providing multi-generational wealth building and wealth preservation to families and individuals.  John’s 25 years of investment experience were used to develop the investment strategies and processes of Buena Vista Investment Management.  He also developed Buena Vista Investment Management’s Conservative Buy/Sell Discipline. John is the lead manager for Buena’s Vista Total Return and Absolute Return Strategies.

Prior to founding Buena Vista Investment Management, John served as president of Wood County Trust Company of Wisconsin Rapids for 15 years.  He also served as Vice President, Trust and Investment Officer for Michigan Financial Corporation from 1979 to 1985. He began his business career in 1973 as a National Trust Examiner for the Comptroller of the Currency in the 7th Federal Reserve District.  He is a graduate of Illinois Wesleyan University with a B.S. degree in Business Administration.  He received a Certified Financial Planner designation in 1986 from the College of Financial Planning.

 

Joel E. Sullivan, Partner and Portfolio Manager - Joel joined Buena Vista Investment Management in April of 2003 as a full partner.  Joel was instrumental in developing Buena Vista’s Diversified Mutual Fund investment process.  He is the lead manager for Buena Vista’s Conservative Equity and Income & Growth Strategies.  His main responsibilities are to develop investment strategies and to select individual and mutual fund investments for portfolios.  Joel is also responsible for the analysis and purchase of insurance services when a client of Buena Vista Investment Management requires those services.

Prior to joining Buena Vista Investment Management, Joel spent 14 years with American Express Financial Advisors (AEFA) in Sebring, Florida and Wisconsin Rapids, Wisconsin. During his time with American Express, Joel provided investment management, insurance, financial planning and retirement planning services to a wide variety of clients.  Joel is a graduate of the College of Insurance in New York and attended the University of Michigan in Ann Arbor.  He received his Certified Financial Planner designation in 1992 from the College of Financial Planning.

 

Peter W. Brey, Portfolio Manager - Pete joined Buena Vista Investment Management in August of 2010.  He brings to the firm a long history of financial management.  Pete started in the investment business with Merrill Lynch in Madison, Wisconsin in 1981.  During his stint as a Financial Consultant with Merrill, he managed up to $350 million and passed the Merrill Lynch program to become a Certified Financial Planner.  He was a Senior Vice President when he left in 2002.  In the last eight years, Pete has run his own financial consulting business for individuals and companies.  His firm was instrumental in raising money for several different companies.

Pete received an undergraduate degree in accounting and finance from the University of Wisconsin-Madison. He also graduated with an MBA from the same school.  He remains active in many nonprofit organizations in the Wisconsin Rapids area.

 
     

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