Mark James Sprtel
Compliance Officer bij Schaper, Benz & Wise Investment Counsel, Inc.
Profiel
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.
Actieve functies van Mark James Sprtel
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Compliance Officer | 01-01-2022 |
Eerdere bekende functies van Mark James Sprtel
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Opleiding van Mark James Sprtel
| Lawrence University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
