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John Matthew Bussel
Chief Investment Officer bei Team Hewins LLC
Aktive Positionen von John Matthew Bussel
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Team Hewins LLC
![]() Team Hewins LLC Investment ManagersFinance Team Hewins LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Redwood City, California. The firm was founded by Roger C. Hewins III in 2017. Team Hewins offers financial planning and investment advisory services to individuals and families, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Chief Investment Officer | - | - |
Karriereverlauf von John Matthew Bussel
Ehemalige bekannte Positionen von John Matthew Bussel
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wipfli Financial Advisors LLC
![]() Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Chief Investment Officer | 01.01.2005 | 01.06.2018 |
Ausbildung von John Matthew Bussel
Duke University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Chief Investment Officer | 2 |
Undergraduate Degree | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Wipfli Financial Advisors LLC
![]() Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Finance |
Team Hewins LLC
![]() Team Hewins LLC Investment ManagersFinance Team Hewins LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Redwood City, California. The firm was founded by Roger C. Hewins III in 2017. Team Hewins offers financial planning and investment advisory services to individuals and families, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
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