Peter Alan Mutschler
Analyst-Equity bij The Appleton Group LLC
Profiel
Mr. Peter A.
Mutschler is a Senior Portfolio Manager & Director of Trading at The Appleton Group LLC.
He performs all investment management activities including daily market research, trading, asset allocation, and position reconciliation.
He also serves as an additional resource to the advisory community, offering his expertise and intensive knowledge of The Appleton Group Wealth Management Discipline™ to investment advisors and consultants.
He holds his Series 65 license and received a B.A.
in English/Communication Arts from the University of Wisconsin – Madison.
Actieve functies van Peter Alan Mutschler
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-04-2005 |
Opleiding van Peter Alan Mutschler
| University of Wisconsin | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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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 |
