![Brad Benz](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brad Benz
Vorsitzender bei Schaper, Benz & Wise Investment Counsel, Inc.
Profil
Mr. Bradley E.
Benz, CFA, is Investment Officer, Principal & Chairman at Schaper, Benz & Wise Investment Counsel, Inc. He began working at the firm in partnership with Jerry Schaper, in 1994.
In addition to managing client relationships and investment portfolios, he oversees and actively participates in the firm's research process.
He also manages the day-to-day operations and the long-term strategic planning activities of the firm.
Mr. Benz investment management career began at Associated Bank as a Research Analyst in the trust department.
After two years, he became a Trust Investment Officer and was responsible for the management of client portfolios and an equity collective fund.
He also supported business development efforts and continued to participate in the investment research process.
He is a CFA charterholder and a member of the CFA Society of Milwaukee and the CFA Institute.
In 1986, he graduated magna cum laude from the University of Wisconsin-Whitewater with a B.B.A.
in General Business.
Aktive Positionen von Brad Benz
Unternehmen | Position | Beginn |
---|---|---|
Schaper, Benz & Wise Investment Counsel, Inc.
![]() Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance Schaper Benz & Wise Investment Counsel, Inc. (SBW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Neenah, Wisconsin. The firm was founded by Gerald Schaper in 1992. SBW offers investment management services primarily to families of wealth, foundations and businesses. | Vorsitzender | 01.01.2022 |
Ausbildung von Brad Benz
University of Wisconsin-Whitewater | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Schaper, Benz & Wise Investment Counsel, Inc.
![]() Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance Schaper Benz & Wise Investment Counsel, Inc. (SBW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Neenah, Wisconsin. The firm was founded by Gerald Schaper in 1992. SBW offers investment management services primarily to families of wealth, foundations and businesses. | Finance |