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Mark Kurcon Email
VP, Municipal Bond Analyst . Wasmer Schroeder and Company
Naples, FL
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Employees:
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$626.5kAbout
Wasmer, Schroeder & Company (WSC) is an investment advisor specializing in fixed income separate account portfolio management for high net worth individuals, wealth management groups and institutions, including foundations, banks, endowments and retirement plans. WSC has $8.74 billion in total assets under management as of 9/30/2018. The Firm works with advisors and clients to provide taxable and tax exempt fixed income portfolio solutions to meet their needs. The Firm's corporate headquarters is in Naples, Florida, where the Tax Exempt Portfolio Management Team, Research, Client Services, Operations, IT, Accounting, Administration, Compliance, Communications, and Data Analytics are located. Our Taxable Portfolio Management Team is located in Cleveland, Ohio. Client Relationship offices are located in Exton (Philadelphia area), Pennsylvania; New York, New York; Lemont (Chicago area) Illinois; and Portland, Oregon.Wasmer Schroeder and Company Address
600 Fifth Avenue SouthNaples, FL
United States