John Charles Puetz

John Charles Puetz

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Consumer Services
Finance

Perfil

Mr. John C.
Puetz is a Principal & Portfolio Manager at LeJeune Puetz Investment Counsel LLC.
He has spent the over 28 years in the financial services industry and has been managing clients' portfolios since 1996.
Together with firm clients, he is involved in the entire investment process, from the formulation of an investment plan to the construction of the portfolio as well as plan implementation.
Prior to becoming an investment advisor in 1996, Mr. Puetz was a manager at Price Waterhouse's Valuation Services Group practice in Chicago, where he was responsible for managing the valuation of closely-held stock interests and businesses.
He valued many types of assets, including common and preferred stock of many closely-held businesses, subsidiaries of large, publicly traded firms, and trade names, patent portfolios, and other intellectual property.
Prior to becoming a manager, he worked as an auditor at Price Waterhouse in the Middle Market Group for small, non-public companies.
Mr. Puetz received his Bachelors of Business Administration Degree in Accounting from the University of Notre Dame in 1988.
He then attended the Kellogg Graduate School at Northwestern University in Evanston, Illinois from 1991-1995 where he received his Masters in Management, majoring in Finance.

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Director Ejecutivo 01/07/2023
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Formación de John Charles Puetz.

University of Notre Dame Undergraduate Degree
Northwestern University Graduate Degree

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