Mark James Sprtel

Compliance Officer bei Schaper, Benz & Wise Investment Counsel, Inc.

Finance

Consumer Services

Profil

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.

Aktive Positionen von Mark James Sprtel

Unternehmen	Position	Beginn
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

Alle aktiven Positionen von Mark James Sprtel

Ehemalige bekannte Positionen von Mark James Sprtel

Unternehmen	Position	Ende
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	-

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Ausbildung von Mark James Sprtel

Lawrence University

Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	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