John Matthew Bussel
Chief Investment Officer bij Team Hewins LLC
Profiel
John Matthew Bussel is currently working as the Principal & Chief Investment Officer at Team Hewins LLC.
Prior to this, he worked as the Chief Investment Officer at Wipfli Financial Advisors LLC from 2005 to 2018.
He completed his undergraduate degree from Duke University.
Actieve functies van John Matthew Bussel
| Bedrijven | Functie | Begin |
|---|---|---|
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 | - |
Eerdere bekende functies van John Matthew Bussel
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 01-06-2018 |
Opleiding van John Matthew Bussel
| Duke University | Undergraduate Degree |
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| Bedrijven in privébezit | 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 |
