Andre Ratkai, CFA
Andre Ratkai, CFA is President and Chief Investment Officer of
Praxis Advisory Group, Inc., an independent investment advisor
providing portfolio management and asset allocation services for
stock, bond, and mutual fund investors. Mr. Ratkai provides the
investment management and research and is the primary client contact
for all accounts.
Prior to offering Praxis Advisory Group's services in 1992, Mr. Ratkai served for four years as portfolio manager for Alpine Capital
Management Corp., a Denver-based registered investment advisor. He
was a member of Alpine's investment team that was responsible for
more than $100 million of managed stock, bond, and mutual fund
accounts.
Earlier professional positions include the following:
- due diligence officer and
research director for the Denver affiliate of Professional Brokerage
Services, a New York broker/dealer
- financial analyst, and due
diligence officer for Integrated Resources Equity Corp., a financial
services firm based in New York City.
The Chartered Financial Analyst (CFA) designation was awarded to
Mr. Ratkai in 1990. The CFA designation requires the completion of a
rigorous three-year study program covering securities regulation,
ethical and professional standards, equity and fixed-income
analysis, portfolio management, economics, financial accounting and
statistical techniques. Currently, there are about 55,000 CFAs in
the United States, and 100,000 worldwide.
Mr. Ratkai holds a bachelor's degree in economics from the
University of Washington in Seattle.
Joanne R. Ratkai
Joanne Ratkai has worked at Praxis Advisory
Group, Inc. since June, 2007, and assists with a variety of back and
front office responsibilities.
Between 1993 and 2007, Ms. Ratkai served
different roles in the Compliance and Legal
Departments of Fiserv Trust Company (previously known as First Trust
Corporation), in Denver, Colorado.
These roles included Senior Compliance Specialist, Vice
President of Compliance, and Vice President – General Counsel.
Ms. Ratkai was corporate Secretary of Fiserv’s Trust
Industrial Bank from 2006 – 2007.
Ms. Ratkai was a member of the Board of
Directors of the Association of Colorado Trust
Companies, a trade association representing trust companies
chartered under Colorado law.
She represented Fiserv Trust Company on the Board, and was
also Secretary of the Association between 2005 and 2007.
Prior to her work at Fiserv Trust Company, Ms.
Ratkai was an attorney in private practice, a vice president of
Praxis Advisory Group, Inc. and an assistant vice president in the
legal department of Integrated Resources Equity Corp., a financial
services firm based in New
York City
Ms. Ratkai received her
Juris Doctor degree from the University of Denver College of Law in
1990, and her Bachelor of Arts degree in
Theater from the University of Washington
in 1980.