Karriereverlauf von John Charles Puetz
Ehemalige bekannte Positionen von John Charles Puetz
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Vorstandsvorsitzender | - | 01.07.2023 |
| Compliance Officer | - | 01.07.2023 | |
| Portfolio Manager-Aktien | - | 01.07.2023 |
Ausbildung von John Charles Puetz
| University of Notre Dame | Undergraduate Degree |
| Northwestern University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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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