Profiel
Mr. Wypiszinski manages the core mutual fund program, researching, reviewing and monitoring the mutual fund portfolios.
He also provides research and trading support in the execution of investment strategies for all client portfolios.
He meets with clients to discuss their investments goals and objectives and to review portfolio structure and investment performance.
As a member of the Investment Committee, he is responsible for reviewing weekly mutual fund performance and providing ongoing fund analysis.
He also assists Simone in the monitoring and review of the overall market environment.
He graduated from the University of Wisconsin-Green Bay with a degree in Finance.
He has 13 years experience in the investment and financial planning industries.
He began his career working for Kemper Financial Services (now Scudder Investments) in Chicago.
After returning to Wisconsin, he worked for several financial planning firms in Green Bay and Appleton, managing mutual fund portfolios.
Prior to joining Wealth Management in January 2000, he also worked for AAL Capital Management Corp.
in Appleton (now Thrivent Financial).
Eerdere bekende functies van John P. Wypiszinski
| Bedrijven | Functie | Einde |
|---|---|---|
Wealth Management LLC
 Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Analyst-Equity | 01-08-2006 |
| Zurich Scudder Investments, Inc. | Portefeuillebeheerder-Aandelen | 01-10-2004 |
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Portefeuillebeheerder-Aandelen | 01-10-2004 |
Thrivent Investment Management, Inc.
Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Corporate Officer/Principal | - |
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Corporate Officer/Principal | - |
Opleiding van John P. Wypiszinski
| University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Finance |
| Zurich Scudder Investments, Inc. | Finance |
Thrivent Investment Management, Inc.
Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Finance |
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Finance |