Profilo
Mr. John C.
Puetz is a Principal & Portfolio Manager at LeJeune Puetz Investment Counsel LLC.
He has spent the over 28 years in the financial services industry and has been managing clients' portfolios since 1996.
Together with firm clients, he is involved in the entire investment process, from the formulation of an investment plan to the construction of the portfolio as well as plan implementation.
Prior to becoming an investment advisor in 1996, Mr. Puetz was a manager at Price Waterhouse's Valuation Services Group practice in Chicago, where he was responsible for managing the valuation of closely-held stock interests and businesses.
He valued many types of assets, including common and preferred stock of many closely-held businesses, subsidiaries of large, publicly traded firms, and trade names, patent portfolios, and other intellectual property.
Prior to becoming a manager, he worked as an auditor at Price Waterhouse in the Middle Market Group for small, non-public companies.
Mr. Puetz received his Bachelors of Business Administration Degree in Accounting from the University of Notre Dame in 1988.
He then attended the Kellogg Graduate School at Northwestern University in Evanston, Illinois from 1991-1995 where he received his Masters in Management, majoring in Finance.
Precedenti posizioni note di John Charles Puetz
Società | Posizione | Fine |
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LeJeune Puetz Investment Counsel LLC
LeJeune Puetz Investment Counsel LLC Investment ManagersFinance LeJeune Puetz Investment Counsel LLC (LPIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Traverse City, Michigan. The firm was founded by Dennis LeJeune and John Puetz in 1997. They were acquired by Adviser Investments LLC in 2023. LPIC provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations and charitable foundations. | Amministratore Delegato | 01/07/2023 |
Formazione di John Charles Puetz
University of Notre Dame | Undergraduate Degree |
Northwestern University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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LeJeune Puetz Investment Counsel LLC
LeJeune Puetz Investment Counsel LLC Investment ManagersFinance LeJeune Puetz Investment Counsel LLC (LPIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Traverse City, Michigan. The firm was founded by Dennis LeJeune and John Puetz in 1997. They were acquired by Adviser Investments LLC in 2023. LPIC provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations and charitable foundations. | Finance |
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