Brad Benz

Brad Benz

Chairman at Schaper, Benz & Wise Investment Counsel, Inc.

Finance
Consumer Services

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 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

CompaniesPositionStart
Chairman 2021-12-31
All active positions of Brad Benz

Training of Brad Benz

University of Wisconsin-Whitewater Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Brad Benz's experience

Connections

17

1st degree connections

2

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies1

Finance

See company connections