We are a Small Team
Dedicated to Your Success.

Andre Ratkai, CFA

Andre Ratkai, CFA, President

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:

  • 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 92,000 CFAs in North America, and 142,000 worldwide.

Mr. Ratkai holds a bachelor's degree in economics from the University of Washington in Seattle.

Joanne Ratkai

Joanne 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 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.

FREE 30-Minute Consultation Call

Need another perspective? Try our No-obligation consultation.