Chief Compliance Officer
Previous to joining Next Generation Wealth Management, Mr. Kralovec focused on the internal processes necessary to service high net worth clients. Mr. Kralovec joined Next Generation Wealth Management in June 2006 as Chief Operating Officer.
As an operation specialist in Private Client Services at Wells Fargo Investments, LLC and the Strong Private Client Group at Strong Capital Management, Inc., Mr. Kralovec worked closely with senior management to improve operational procedures including; client reporting, compliance monitoring, internal controls and technology enhancements. Mr. Kralovec was a key member of the Private Client Services Group that was responsible for advising and servicing client assets in excess of $200 million.
Jeffrey Kralovec attended Ripon College and received a B.A. Degree in Economics. While attending Ripon College Jeffrey was an active member of the varsity basketball team as they won the Midwest Athletic Conference Championship.
Jeffrey competes in sanctioned bicycle events and is active in outdoor activities such as hiking, kayaking and trail running. In addition, he and his father own a business focused on the outdoor recreational market.
Jeffrey resides in Milwaukee, Wisconsin.
Client Responsibilities – global performance reporting and analysis, investment committee member, compliance, investment manager research and monitoring, records administration and management, practice operations and retirement planning.