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Brad Benz
Presidente presso
Schaper, Benz & Wise Investment Counsel, Inc.
Profilo
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 Mr. 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.
Posizioni attive di Brad Benz
| Società | Posizione | Inizio |
|---|---|---|
Schaper, Benz & Wise Investment Counsel, Inc.
 Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance SBW manages equity, fixed income and money market strategies for their clients. The firm’s equity strategy invests in high quality, consistent growth companies with the goal of achieving long-term principal and income growth. Their fixed income strategy is geared toward principal preservation, inflation protection, and predictable income generation. The money market strategy is designed to provide maximum safety and liquidity while realizing a competitive yield. | Presidente | 01/01/2022 |
Formazione di Brad Benz
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
11
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Schaper, Benz & Wise Investment Counsel, Inc.
Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance SBW manages equity, fixed income and money market strategies for their clients. The firm’s equity strategy invests in high quality, consistent growth companies with the goal of achieving long-term principal and income growth. Their fixed income strategy is geared toward principal preservation, inflation protection, and predictable income generation. The money market strategy is designed to provide maximum safety and liquidity while realizing a competitive yield. | Finance |
University of Wisconsin-Whitewater
 University of Wisconsin-Whitewater Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
