John Puetz Email & Phone Number
Partner, Senior Wealth Adviser @ RWA Wealth Partners
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John Puetz Location
- Traverse City, MI, US
John Puetz Work
- 2023 - now Partner, Senior Wealth Adviser @
- 1996 - 2023 Partner @ Lejeune Puetz Investment Counsel
- 1988 - 1996 Manager @
John Puetz Education
- Northwestern University - Kellogg School of Management
MMA (Finance)
1992 - 1996 - University of Notre Dame
Bachelor of Business Administration - BBA (Accounting)
1984 - 1988 - Northwestern University - Kellogg School of Management
John Puetz Skills
- Investments
- Portfolio Management
- Financial Analysis
- Investment Advisory
- Mutual Funds
- Valuation
- Insurance
- Financial Modeling
- Venture Capital
- Private Equity
- Financial Advisory
- Alternative Investments
- Mergers & Acquisitions
- Entrepreneurship
- Due Diligence
- Hedge Funds
- Asset Management
- Fixed Annuities
- Mergers and Acquisitions
John Puetz Summary
- John Puetz, based in Traverse City, MI, US, is currently a Partner, Senior Wealth Adviser at RWA Wealth Partners. John Puetz brings experience from previous roles at Lejeune Puetz Investment Counsel and Price Waterhouse. John Puetz holds a 1992 - 1996 MMA in Finance @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Investments, Portfolio Management, Financial Analysis, Investment Advisory, Mutual Funds and more. John Puetz has 2 emails and 1 mobile phone numbers on RocketReach.
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