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MIDWEST
ROOTS.

NATIONAL
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 150 Partners and owns more than 30 properties in 6 states, totaling over $330 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.
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.
MEET THE TEAM
Executive Committee
Management
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Clyde M. Chumbley, MD, MBA
Chairman
Dr. Chumbley has been a member of the Executive Committee since 1995. He has over 25 years of executive and management experience in complex multi-specialty medical groups and integrated healthcare delivery systems. He has an MD from the University of Missouri-Columbia and an MBA from the Kellogg School of Management, Northwestern University. Dr. Chumbley is the CEO of the Wisconsin Medical Society and serves in numerous professional organizations and business groups.
Clyde M. Chumbley, MD, MBA information indicator
Chairman
Clyde M. Chumbley, MD, MBA information indicator
Chairman
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Robert Brodish, MD, FACS
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.
Robert Brodish, MD, FACS information indicator
Executive Committee Member
Robert Brodish, MD, FACS information indicator
Executive Committee Member
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Karl J. Bertram, MD, FACS
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.
Karl J. Bertram, MD, FACS information indicator
Executive Committee Member
Karl J. Bertram, MD, FACS information indicator
Executive Committee Member
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Brian G. Carroll, JD
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.
Brian G. Carroll, JD information indicator
Executive Committee Member
Brian G. Carroll, JD information indicator
Executive Committee Member
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Mary Kowarick
Executive Committee Member
Ms. Kowarick joined Investors Associated in 2018 with 30 years of 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.
Mary Kowarickinformation indicator
Executive Committee Member
Mary Kowarickinformation indicator
Executive Committee Member
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Michael D. Schutte
President & Managing Partner
Mr. Schutte has over 50 years in the real estate industry as a contractor, developer and owner of commercial real estate. He joined Investors Associated in 2010 as COO and took the role of President and Managing Partner of the Partnership in 2016. He has overseen the acquisition, management and disposition of more than $500,000,000 worth of property. As President, he has established a team that handles the management of the Partnership and the maintenance and leasing of all our properties across six states.
Michael D. Schutteinformation indicator
President & Managing Partner
Michael D. Schutteinformation indicator
President & Managing Partner
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Patrick F. Carroll, JD, MBA
General Counsel
Mr. Carroll has served as General Counsel for Investors Associated since 2016. He identifies and oversees legal issues in the management of the Partnership’s assets and developments. Mr. Carroll also assists with the management of the real estate portfolio and development process, including acquisition, lease management and design and value engineering. He has a bachelor’s degree in finance and marketing from Marquette University, JD from Marquette University Law School, and his MBA in real estate (James A. Graaskamp Center for Real Estate) from the University of Wisconsin-Madison.
Patrick F. Carroll, JD, MBAinformation indicator
General Counsel
Patrick F. Carroll, JD, MBAinformation indicator
General Counsel
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Rachel Govin, JD, MS
IA Management Chief Operating Officer & General Counsel
Ms. Govin brings her knowledge and experience of legal matters and all areas of property development and management to IA Management, which she joined in 2016. She has earned her bachelor’s degree, law degree, and MS in real estate, all from the University of Wisconsin–Madison. Ms. Govin also holds a Wisconsin Real Estate Broker License.
Rachel Govin, JD, MSinformation indicator
IA Management Chief Operating Officer & General Counsel
Rachel Govin, JD, MSinformation indicator
IA Management Chief Operating Officer & General Counsel
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Jamie M. Stefan, MBA
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.
Jamie M. Stefan, MBAinformation indicator
Vice President, Investor Relations & Operations
Jamie M. Stefan, MBAinformation indicator
Vice President, Investor Relations & Operations
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Shawn Swenson
Chief Financial Officer
Mr. Swenson brought 20-plus years of experience in real estate finance to Investors Associated when he joined the company as CFO in 2020. His focus is expanding and optimizing the capital base of IA and assisting in strategic decision-making. His career has included 15 years in commercial real estate lending and 5 years at a Wisconsin hotel developer. Mr. Swenson received bachelor’s degrees in real estate (James A. Graaskamp Center for Real Estate) and finance from the University of Wisconsin–Madison.
Shawn Swensoninformation indicator
Chief Financial Officer
Shawn Swensoninformation indicator
Chief Financial Officer
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Ben Hurd
Director of Commercial Leasing
Mr. Hurd has over 28 years of commercial real estate experience, most of which has been focused on landlord representation and acquisition and disposition of owned assets. Mr. Hurd earned his bachelor’s degrees in history and international studies from the University of Wisconsin–Madison. He holds a Wisconsin Real Estate Broker License, and Real Estate Salesperson Licenses in Maryland and Virginia.
Ben Hurdinformation indicator
Director of Commercial Leasing
Ben Hurdinformation indicator
Director of Commercial Leasing
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Ron Schwoerer, FMP
Vice President, Facilities
Mr. Schwoerer has over 25 years of experience in facilities management and mechanical operations, and 6 years of experience as a site operations manager. He is a certified Facility Management Professional (FMP). A proud and decorated veteran, Mr. Schwoerer served as an active-duty enlisted member of the US Air Force from 1988 to 1992. His service included installations in South Dakota, the Philippines, and Montana, where he was part of the Elite Control Sentry Group.
Ron Schwoerer, FMPinformation indicator
Vice President, Facilities
Ron Schwoerer, FMPinformation indicator
Vice President, Facilities
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Stacey Morgan
Controller
Ms. Morgan joined Investors Associated as Controller in 2020 with eight years of experience in accounting, with the majority of the eight years focused on real estate. She has previously held titles of Corporate Controller, Assistant Controller, and Senior Property Accountant. At IA, her areas of focus are accurate financial reporting, process improvement, and internal controls. Ms. Morgan earned her Master of Professional Accountancy from the University of Wisconsin-Whitewater and is a Certified Public Accountant.
Stacey Morganinformation indicator
Controller
Stacey Morganinformation indicator
Controller
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Rich Marvin
Director of Commercial Property Management
Mr. Marvin has over 13 years of experience in property management. He joined IA Management in July 2017 as Commercial Property Manager and, as of 2021, has taken on the role of Director of Commercial Property Management. In the past, he has held the roles of Residential Property Manager, Property Representative, and Leasing Agent. Mr. Marvin is an Institute of Real Estate Management Certified Property Manager and received the Property Manager of the Year Award in 2016.
Rich Marvininformation indicator
Director of Commercial Property Management
Rich Marvininformation indicator
Director of Commercial Property Management
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Kim Hill
Director of Residential Property Management
Ms. Hill joined IA Management in November 2016 as Assistant Manager and after two years took on the role of Property Manager, focusing specifically on multi-family property management. The property she manages, The Hamilton at Turman Farms, has won DeSoto’s Best Apartment Complex for three years in a row. In the past, she has worked as a Leasing Manager and Leasing Consultant and has owned and operated a small commercial cleaning company. Ms. Hill graduated with an associate degree in business administration and marketing from Northwest Mississippi Community College.
Kim Hillinformation indicator
Director of Residential Property Management
Kim Hillinformation indicator
Director of Residential Property Management
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Steve Weber
Director of Maintenance
Mr. Weber brought 20 years of experience with him when he joined IA Management in February 2018. He began in the position of Maintenance Supervisor and has since taken on the role of Director of Maintenance. His main duties include day-to-day facilities operation, leadership of safety and compliance programs, team member development, and project management. Mr. Weber holds an EPA Universal certification, is a Certified Pool & Spa Operator, is a Certified Apartment Maintenance Technician, and has earned several AASCW/AOMA Maintenance Tech of the year and Property of the Year awards.
Steve Weberinformation indicator
Director of Maintenance
Steve Weberinformation indicator
Director of Maintenance
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Caroline Faust
Operations Manager
Ms. Faust joined IA Management in June 2017 after previously working as a Community Manager. Her focus at IA is finding areas of opportunity to streamline processes, project management (finding, implementing, and rolling out new software), overseeing IT management, and assisting in marketing solutions. She also acts as the administrative assistant to multiple executives and manages the corporate office. Ms. Faust earned a liberal arts associate degree from Madison College and holds a Project Management Certificate and Real Estate Salesperson License.
Caroline Faustinformation indicator
Operations Manager
Caroline Faustinformation indicator
Operations Manager
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Brent Jackson
Commercial Property Manager
Mr. Jackson joined IA Management in August 2018 with five years of residential property management experience from previous positions as a property representative and a leasing agent. He currently oversees multi-tenant office buildings in Madison. Mr. Jackson has an associate degree in business management from Chippewa Valley Technical College and is a Certified Apartment Manager (CAM).
Brent Jacksoninformation indicator
Commercial Property Manager
Brent Jacksoninformation indicator
Commercial Property Manager
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Alison Smith
Residential Property Manager
Ms. Smith joined IA Management in February of 2017, three months after its inception. She is currently the Property Manager of Door Creek Apartments and has worked in both leasing consultant and leasing manager roles at The Madison Apartments and Door Creek Apartments. As a residential property manager, she focuses on apartment turnover, leasing, and customer service and satisfaction. She earned a bachelor’s degree with a concentration in human resources from Southern New Hampshire University.
Alison Smithinformation indicator
Residential Property Manager
Alison Smithinformation indicator
Residential Property Manager
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Alan Myrold
Residential Property Manager
Mr. Myrold joined our team in August 2021, bringing with him 15 years of experience in property management and leasing. As Property Manager at the Madison Apartments, his areas of focus will be residential leasing and management, improving office function, and property upkeep and improvement. Mr. Myrold has won the Apartment Association South Central Wisconsin Property of the Year (201–300 units) and Property Team of the Year awards.
Alan Myroldinformation indicator
Residential Property Manager
Alan Myroldinformation indicator
Residential Property Manager
Newsworthy Updates
Read up on some of the latest developments, both within Investors Associated and the real estate investment industry in general.
See News
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