![Mark Scheffler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mark Scheffler
Directeur/Membre du Conseil chez
Fox Cities Chamber of Commerce
Profil
Mark Christopher Scheffler was the founder of The Appleton Group LLC, founded in 2002, where the title held was CEO & Senior Private Client Advisor from 2022 to 2023.
The current job is Director at Fox Cities Chamber of Commerce.
Former jobs include SVP & Wealth Senior Advisor at Johnson Financial Group LLC from 2023 to 2024 and Principal at Robert W.
Baird & Co., Inc. (Equity).
Education includes an undergraduate degree from Lawrence University, conferred in 1992.
Postes actifs de Mark Scheffler
| Sociétés | Poste | Début |
|---|---|---|
Fox Cities Chamber of Commerce
 Fox Cities Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Directeur/Membre du Conseil | - |
Anciens postes connus de Mark Scheffler
| Sociétés | Poste | Fin |
|---|---|---|
Johnson Financial Group LLC
 Johnson Financial Group LLC Investment ManagersFinance JFG uses a variety of quantitative and research-based approaches. The firm generally employs a total return approach to portfolio management and incorporates the client's unique situation, risk tolerance, and needs for income and liquidity. Portfolios will potentially include domestic and foreign equities, fixed income securities, CD's and options, mutual funds, separately managed accounts, ETFs, alternative investments and private placements, depending on client consent and comfort level. | Gestionnaire de Portefeuille-Actions | 01/11/2024 |
The Appleton Group LLC
 The Appleton Group LLC Investment ManagersFinance Appleton Group focuses on the task of producing meaningful investment returns over time while simultaneously managing the risk of significant declines along the way. The firm manages their risk-managed and flexible elements of their age-based hybrid strategies using clearTREND, the firm’s trend-following methodology. | Fondateur | 01/10/2023 |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Corporate Officer/Principal | 31/03/2002 |
Formation de Mark Scheffler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
23
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
Lawrence University
 Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Appleton Group LLC
The Appleton Group LLC Investment ManagersFinance Appleton Group focuses on the task of producing meaningful investment returns over time while simultaneously managing the risk of significant declines along the way. The firm manages their risk-managed and flexible elements of their age-based hybrid strategies using clearTREND, the firm’s trend-following methodology. | Finance |
Fox Cities Chamber of Commerce
Fox Cities Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Commercial Services |
Johnson Financial Group LLC
Johnson Financial Group LLC Investment ManagersFinance JFG uses a variety of quantitative and research-based approaches. The firm generally employs a total return approach to portfolio management and incorporates the client's unique situation, risk tolerance, and needs for income and liquidity. Portfolios will potentially include domestic and foreign equities, fixed income securities, CD's and options, mutual funds, separately managed accounts, ETFs, alternative investments and private placements, depending on client consent and comfort level. | Finance |
