Profiel
Mr. Mark R.
Zellmer is a Chairman at Northern Oak Capital Management, Inc. He is now the majority shareholder of Northern Oak Wealth Management.
He began his investment career with a Milwaukee-based brokerage firm in 1982 and eventually formed his own investment management company.
He sold his firm to Blunt Ellis & Loewi in 1984.
He became assistant vice president at Blunt Ellis & Loewi and later vice president as it evolved into Capital Investment Services of America, Inc. Mr. Zellmer joined Haker Investment Management in 1989 as vice president and became the firm’s president in April 2000.
He graduated from Marquette University with a Bachelor of Business Administration degree in 1981.
He returned to the university and earned his Master of Business Administration degree in 1986.
In addition, he serves as an adjunct instructor of finance at Marquette University, teaching portfolio management and entrepreneurial finance at the undergraduate and graduate levels.
Eerdere bekende functies van Mark Robert Zellmer
Bedrijven | Functie | Einde |
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1834 Investment Advisors Co.
1834 Investment Advisors Co. Investment ManagersFinance 1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions. | Algemeen Directeur | 23-05-2022 |
Blackthorne Partners Ltd.
Blackthorne Partners Ltd. Investment ManagersFinance Blackthorne Partners Ltd. (Blackthorne Partners) is a private equity firm founded by John F. Syburg and Mark Robert Zellmer in 2006. The firm is headquartered in Mequon, Wisconsin. | Oprichter | - |
Opleiding van Mark Robert Zellmer
Marquette University | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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1834 Investment Advisors Co.
1834 Investment Advisors Co. Investment ManagersFinance 1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions. | Finance |
Blackthorne Partners Ltd.
Blackthorne Partners Ltd. Investment ManagersFinance Blackthorne Partners Ltd. (Blackthorne Partners) is a private equity firm founded by John F. Syburg and Mark Robert Zellmer in 2006. The firm is headquartered in Mequon, Wisconsin. | Finance |