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Mark James Sprtel
Responsabile della Conformità presso Schaper, Benz & Wise Investment Counsel, Inc.
Profilo
Mr. Mark J.
Sprtel is a Chief Compliance Officer & Investment Officer at Schaper, Benz & Wise Investment Counsel, Inc. He performs fundamental research on current and prospective investments.
He also manages client portfolios and authors the firm’s quarterly Economic and Market Summary letter.
Mr. Sprtel was previously employed as a Private Client Advisor by The Appleton Group LLC.
He received his undergraduate degree from Lawrence University.
Posizioni attive di Mark James Sprtel
Società | Posizione | Inizio |
---|---|---|
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. | Responsabile della Conformità | 01/01/2022 |
Precedenti posizioni note di Mark James Sprtel
Società | Posizione | Fine |
---|---|---|
The Appleton Group LLC
![]() The Appleton Group LLC Investment ManagersFinance The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments. | Corporate Officer/Principal | - |
Formazione di Mark James Sprtel
Lawrence University | Undergraduate 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 | 2 |
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The Appleton Group LLC
![]() The Appleton Group LLC Investment ManagersFinance The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments. | Finance |
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 |
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