Profil
Paul Wehner, MBA is a Senior Investment Advisor providing high-net-worth individuals and families with financial planning and innovative, highly personalized investment strategies.
Paul has more than two decades of experience with investment research, portfolio design, and financial analysis.
He is a thoughtful listener who combines a strong analytical skillset with the high-touch service that his clients expect.
Prior to joining Schechter Paul spent 8 years as a Financial Advisor at Coe Capital Management.
He also has 14 years of experience as a Research Analyst at DLS Capital Management.
Paul holds degrees from the University of California, Berkeley, and from the J.L.
Kellogg School of Management, Northwestern University.
Paul resides in Highwood, IL with his awesome wife, three boys, and their Wheaten Terrier.
He loves to run, bike, and watch almost any sport at nearly any level.
Aktive Positionen von Wehner Paul
| Unternehmen | Position | Beginn |
|---|---|---|
Schechter Private Capital LLC
 Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Berater | 01.10.2021 |
Ehemalige bekannte Positionen von Wehner Paul
| Unternehmen | Position | Ende |
|---|---|---|
Coe Capital Management LLC
 Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Private Equity Investor | 28.02.2022 |
Clc-Squared LLC
 Clc-Squared LLC Miscellaneous Commercial ServicesCommercial Services Clc-Squared LLC provides health care consulting services. The company is headquartered in North Riverside, IL. | Private Equity Investor | 31.12.2001 |
Tiber Group
 Tiber Group Miscellaneous Commercial ServicesCommercial Services Tiber Group provides management consulting services to customers in the health care industry. The company offers hospitals, health insurance providers and other health care organizations, help with such tasks as developing a strategic focus, dealing with changes in insurance practices, fundraising and implementing new science and technology. Its clinical specialties include cardiology, oncology, pediatrics and women's health. The company was founded in1989 and is headquartered in Chicago, IL. | Private Equity Investor | 31.12.1996 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Finance |
Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Finance |
Clc-Squared LLC
Clc-Squared LLC Miscellaneous Commercial ServicesCommercial Services Clc-Squared LLC provides health care consulting services. The company is headquartered in North Riverside, IL. | Commercial Services |
Tiber Group
Tiber Group Miscellaneous Commercial ServicesCommercial Services Tiber Group provides management consulting services to customers in the health care industry. The company offers hospitals, health insurance providers and other health care organizations, help with such tasks as developing a strategic focus, dealing with changes in insurance practices, fundraising and implementing new science and technology. Its clinical specialties include cardiology, oncology, pediatrics and women's health. The company was founded in1989 and is headquartered in Chicago, IL. | Commercial Services |
