SecureFutures welcomes new Board members Daisy Fregoso, Robert LaGrant, and Max Mann

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SecureFutures is delighted to welcome Daisy Fregoso, Robert LaGrant and Max Mann to its Board of Directors. Learn more about our new Board members below!

 

Daisy Fregoso is a 2016 graduate of Carmen High School – South Campus in Milwaukee. From 2014 to 2016, she was a Money Coach Student at Carmen High School, using the program to help educate herself with her own personal financial decisions. She’s also used the program to help educate others within her community. The program inspired her to look for a career in the financial industry, and she currently serves as a Commercial Loan Administrator for Peoples State Bank – West Allis. Thanks to the organization, and despite her young age, she has been able to secure a home for her and her family.

 

Robert LaGrant has over 23 years of experience as a financial advisor and joined RMB Capital in June 2021. A graduate of Rufus King International High School in the Milwaukee Public Schools System, he is a CERTIFIED FINANCIAL PLANNER™ and holds a bachelor’s degree in finance and economics from Bradley University. Robert is active in the Greater Milwaukee area as a board or committee member for a number of community organizations. Robert is married to his wife Syneathia and is the proud father of his two sons, Brendan and Marcus.

 

Max Mann has 13 years of investment experience and has been with Baird’s Specialized Asset Management group since 2016. He manages portfolios for institutional and high-net-worth clients. Before joining Baird Specialized Asset Management, Max spent seven years in Baird’s Institutional Equities and Research department. He graduated from Northwestern University with a BA in economics and was a member of the varsity baseball team. In 2012, Max earned the Chartered Financial Analyst and Chartered Market Technician designations. Max resides in Whitefish Bay, WI with his wife and two children. He also serves on the board of COA Youth & Family Centers in Milwaukee, WI.