Midwest
Roots.
Roots.
National
Growth.
Growth.
It all began in 1979 with a group of Wisconsin physicians who wanted to invest in and own the clinics where they practiced. Today Investors Associated has over 100 Partners and owns more than 24 properties in 6 states, totaling over $300 million in assets. With keen attention to detail, we focus on creating unprecedented value for our investors, our tenants, and the communities in which we invest.
All for One and
One for All.
One for All.
Investors Associated is a unique investment because it is managed by fellow Partners whose interests are aligned with your interests. Both the Executive Committee and senior management are composed primarily of Partners. Our managing members are not compensated through personally motivated fees like developer’s fees, acquisition fees, or refinancing fees. As a result, decisions made by the Executive Committee are made with all the Partners’ best interests in mind.
Our in-house property management company, IA Management, makes sure our investments are protected with well-maintained properties and high-quality service that exceeds the expectations of our tenants.
Together we are a team who loves to explore the possibilities and celebrate our successes, as we remain dedicated to partnership, vision, growth, and community.
Our in-house property management company, IA Management, makes sure our investments are protected with well-maintained properties and high-quality service that exceeds the expectations of our tenants.
Together we are a team who loves to explore the possibilities and celebrate our successes, as we remain dedicated to partnership, vision, growth, and community.
Executive Committee Member
Dr. Bertram has been a member of the Executive Committee since 2001. He is a General Surgeon at the Fond du Lac Regional Clinic – Agnesian Healthcare. Dr. Bertram has an MD from the College of Medicine, University of Cincinnati, Ohio. He also serves as a Volunteer Instructor in the Department of Biomedical Sciences at Marquette University and is a member on other community boards.
Executive Committee Member
Dr. Brodish has been a member of the Executive Committee since 1997. He is presently a staff physician at Froedtert Hospital and the Medical College of Wisconsin in Milwaukee. Dr. Brodish received his MD from the Loyola University Chicago Stritch School of Medicine and serves in numerous professional organizations and business groups.
Executive Committee Member
Mr. Carroll has been a member of the Executive Committee since June of 2015. He is a shareholder in the law firm Reinhart Boerner Van Deuren and has more than 30 years of experience advising clients on real estate matters, transactions and financing, as well as business law matters. Mr. Carroll has a bachelor’s degree from Marquette University and a JD from Marquette University Law School.
Executive Committee Member
Ms. Kowarick joined Investors Associated in 2018 with 30 years combined experience in foreign exchange, capital markets, private banking and family office advisory. She is currently a Managing Director at J.P. Morgan Private Bank. She received her bachelor’s degree from Marquette University and completed a General Management Program at Harvard Business School. Ms. Kowarick serves on the Marquette University College of Business Administration Leadership Council.
Vice President, Acquisitions & Development
Mr. Carroll has served as General Counsel for Investors Associated since 2016. His role involves identifying and overseeing legal issues in the management of the Partnership’s assets and developments. Mr. Carroll also assists the President and Managing Partner with the management of the real estate portfolio and development process, including acquisition of assets, lease management and design and value engineering. He has a bachelor’s degree in finance and marketing from Marquette University as well as a JD from Marquette University Law School.
Vice President, Investor Relations & Operations
Ms. Stefan began with Investors Associated in 2014 on a part-time basis and the work quickly grew into a full-time position. She is responsible for managing Investor Relations, IT and the marketing functions of the Partnership. Ms. Stefan also coordinates the administrative duties for the Executive Committee. She earned her bachelor’s degree from Marquette University and MBA from Carroll University.
Director of Commercial Leasing
Ben Hurd has over 28 years of commercial real estate experience. Ben spent his first three years in real estate research to get his bearings and has been in commercial brokerage ever since. Most of his work has been focused on landlord representation, along with acquisition and disposition of owned assets. Ben has represented numerous tenants. Ben is truly relationship driven, always looking to find a beneficial solution for both Landlord and Tenant. He is personal, practical, and passionate about his job. His wide skill set, attention to detail and his high level of service has led to his continued success over his 25-year brokerage career. Ben earned his bachelor’s degree in History & International Relations from the University of Wisconsin – Madison. He holds a WI Real Estate Brokerage License, and a real estate salesperson’s license in Maryland and Virginia.
Vice President, Facilities
Ronald “Ron” Schwoerer has over 25 years experience in facilities management and mechanical operations, as well as six years of experience as a site operations manager. Ron is accomplished in customer relations, staff training and development, management of contractors/projects, crisis management, safety coordination and process improvement. A proud and decorated veteran, Ron served as an active duty enlisted member of the US Air Force from 1988 to 1992. His service includes installations in South Dakota, the Philippines, and also in Montana where Ron was part of the Elite Control Sentry Group.
Newsworthy Updates
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