Wehner Paul
Consulente / Consigliere presso Schechter Private Capital LLC
Profilo
Paul Wehner, MBA is a Senior Investment Advisor providing high-net-worth individuals and families with financial planning and innovative, highly personalized investment strategies.
Paul has more than two decades of experience with investment research, portfolio design, and financial analysis.
He is a thoughtful listener who combines a strong analytical skillset with the high-touch service that his clients expect.
Prior to joining Schechter Paul spent 8 years as a Financial Advisor at Coe Capital Management.
He also has 14 years of experience as a Research Analyst at DLS Capital Management.
Paul holds degrees from the University of California, Berkeley, and from the J.L.
Kellogg School of Management, Northwestern University.
Paul resides in Highwood, IL with his awesome wife, three boys, and their Wheaten Terrier.
He loves to run, bike, and watch almost any sport at nearly any level.
Posizioni attive di Wehner Paul
| Società | Posizione | Inizio |
|---|---|---|
Schechter Private Capital LLC
 Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Consulente / Consigliere | 01/10/2021 |
Precedenti posizioni note di Wehner Paul
| Società | Posizione | Fine |
|---|---|---|
Coe Capital Management LLC
 Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Investitore di Private Equity | 28/02/2022 |
Clc-Squared LLC
 Clc-Squared LLC Miscellaneous Commercial ServicesCommercial Services Clc-Squared LLC provides health care consulting services. The company is headquartered in North Riverside, IL. | Investitore di Private Equity | 31/12/2001 |
Tiber Group
 Tiber Group Miscellaneous Commercial ServicesCommercial Services Tiber Group provides management consulting services to customers in the health care industry. The company offers hospitals, health insurance providers and other health care organizations, help with such tasks as developing a strategic focus, dealing with changes in insurance practices, fundraising and implementing new science and technology. Its clinical specialties include cardiology, oncology, pediatrics and women's health. The company was founded in1989 and is headquartered in Chicago, IL. | Investitore di Private Equity | 31/12/1996 |
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 | 4 |
|---|---|
Clc-Squared LLC
Clc-Squared LLC Miscellaneous Commercial ServicesCommercial Services Clc-Squared LLC provides health care consulting services. The company is headquartered in North Riverside, IL. | Commercial Services |
Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Finance |
Tiber Group
Tiber Group Miscellaneous Commercial ServicesCommercial Services Tiber Group provides management consulting services to customers in the health care industry. The company offers hospitals, health insurance providers and other health care organizations, help with such tasks as developing a strategic focus, dealing with changes in insurance practices, fundraising and implementing new science and technology. Its clinical specialties include cardiology, oncology, pediatrics and women's health. The company was founded in1989 and is headquartered in Chicago, IL. | Commercial Services |
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Finance |
- Borsa valori
- Insiders
- Wehner Paul
