Mark Kurcon Email

VP, Municipal Bond Analyst . Wasmer Schroeder and Company

Current Roles

Employees:
12
Revenue:
$626.5k
About
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 South
Naples, FL
United States
Wasmer Schroeder and Company Email
Wasmer Schroeder and Company Phone Numbers
239-263-6877

Past Companies

Charles Schwab Investment ManagementManaging Director, Research
Wasmer SchroederVice President, Senior Credit Analyst
Cantor FitzgeraldManaging Director, Head of Municipal Research

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