Loopbaan van John Charles Puetz
Eerdere bekende functies van John Charles Puetz
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
LeJeune Puetz Investment Counsel LLC
 LeJeune Puetz Investment Counsel LLC Investment ManagersFinance LeJeune Puetz Investment Counsel LLC (LPIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Traverse City, Michigan. The firm was founded by Dennis LeJeune and John Puetz in 1997. They were acquired by Adviser Investments LLC in 2023. LPIC provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations and charitable foundations. | Algemeen Directeur | - | 01-07-2023 |
| Compliance Officer | - | 01-07-2023 | |
| Portefeuillebeheerder-Aandelen | - | 01-07-2023 |
Opleiding van John Charles Puetz
| University of Notre Dame | Undergraduate Degree |
| Northwestern University | Graduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
LeJeune Puetz Investment Counsel LLC
LeJeune Puetz Investment Counsel LLC Investment ManagersFinance LeJeune Puetz Investment Counsel LLC (LPIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Traverse City, Michigan. The firm was founded by Dennis LeJeune and John Puetz in 1997. They were acquired by Adviser Investments LLC in 2023. LPIC provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations and charitable foundations. | Finance |
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