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Brad Benz
Chairman at
Schaper, Benz & Wise Investment Counsel, Inc.
Profile
Mr. Bradley E.
Benz, CFA, is Investment Officer, Principal & Chairman at Schaper, Benz & Wise Investment Counsel, Inc. He began working at the firm in partnership with Mr. Jerry Schaper, in 1994.
In addition to managing client relationships and investment portfolios, he oversees and actively participates in the firm's research process.
He also manages the day-to-day operations and the long-term strategic planning activities of the firm.
Mr. Benz investment management career began at Associated Bank as a Research Analyst in the trust department.
After two years, he became a Trust Investment Officer and was responsible for the management of client portfolios and an equity collective fund.
He also supported business development efforts and continued to participate in the investment research process.
He is a CFA charterholder and a member of the CFA Society of Milwaukee and the CFA Institute.
In 1986, he graduated magna cum laude from the University of Wisconsin-Whitewater with a B.B.A. in General Business.
Brad Benz active positions
| Companies | Position | Start |
|---|---|---|
Schaper, Benz & Wise Investment Counsel, Inc.
 Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance SBW manages equity, fixed income and money market strategies for their clients. The firm’s equity strategy invests in high quality, consistent growth companies with the goal of achieving long-term principal and income growth. Their fixed income strategy is geared toward principal preservation, inflation protection, and predictable income generation. The money market strategy is designed to provide maximum safety and liquidity while realizing a competitive yield. | Chairman | 2021-12-31 |
Training of Brad Benz
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
11
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Schaper, Benz & Wise Investment Counsel, Inc.
Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance SBW manages equity, fixed income and money market strategies for their clients. The firm’s equity strategy invests in high quality, consistent growth companies with the goal of achieving long-term principal and income growth. Their fixed income strategy is geared toward principal preservation, inflation protection, and predictable income generation. The money market strategy is designed to provide maximum safety and liquidity while realizing a competitive yield. | Finance |
University of Wisconsin-Whitewater
 University of Wisconsin-Whitewater Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Brad Benz
