Schenck SC is pleased to announce Mark Fenlon, CFA, was named president and CEO and Dave Isaacson was named chief investment officer of Schenck Investment Solutions, a subsidiary of Schenck SC.
Schenck Investment Solutions is an investment advisory firm providing financial advising and investment management, review and recommendations for businesses, individuals, trusts, estates, retirement plans and charitable foundations. Schenck Investment Solutions is part of Schenck Wealth Advisory, which comprises integrated investment advisory, tax optimization, and estate and wealth succession services. The unified team provides comprehensive planning and execution under one roof.
Fenlon succeeds Tom Vonck, investment advisory practice leader, as he nears his anticipated retirement, and will work closely with Vonck to transition leadership of Schenck Investment Services through June 2018. As leader of Schenck Investment Solutions, Fenlon will provide strategic direction for the team as they work closely with Schenck’s retirement planning, estate and wealth succession, and private tax professionals to provide clients with an integrated approach to their financial security needs.
“The ability to coordinate a client’s accounting and tax needs with their investments to create a more complete financial solution is powerful,” said Fenlon. “This practice could benefit the client in realizing their goals and objectives.”
As CIO of Schenck Investment Solutions, Isaacson will drive the investment performance delivery model and then communicate the investment results and economic trends to business partners and clients. He is responsible for managing the firm’s investment management platforms and portfolios, including review of capital market expectations and strategy, manager selection and monitoring, and portfolio construction.
“Dave brings incredible expertise and a proven track record of success,” said Fenlon. “With his addition, we’re supplementing an already effective team to provide clients more robust services through our integrated wealth advisory model.”
Fenlon has more than 35 years of experience, and Isaacson more than 25 years of experience, delivering investment advisory services to a wide variety of clients, as well as years of executive management experience guiding financial advisory teams. Prior to joining Schenck, Fenlon served as senior vice president, national sales manager at Johnson Financial Group in Wisconsin and Arizona. Isaacson served as senior portfolio manager and director of complements strategy at Johnson Financial Group in Racine, Wisconsin.
Fenlon holds a Bachelor of Science in business administration and mathematics from Silver Lake College. He is a member of the Association for Investment Management and Research and the Milwaukee Investment Analysts Society. Fenlon also serves on the board of trustees for Silver Lake College and as treasurer for Gamerosity–Wisconsin.
Isaacson holds a Bachelor of Science in business administration from Bob Jones University and completed executive leadership training at the Carlson School of Management, University of Minnesota, and professional development in organizational behavior from the University of Liverpool.
About Schenck Investment Solutions
Schenck Investment Solutions, a subsidiary of Schenck SC, is an investment advisory firm providing financial advising and investment management, reviews and recommendations for businesses, individuals, trusts, estates, retirement plans and charitable foundations. Schenck Investment Solutions is part of Schenck Wealth Advisory, which comprises integrated investment advisory, tax optimization, and estate and wealth succession services. The unified team provides a full range of services, including investment and retirement plan advisory; financial planning; retirement plan design, documents and forms; accounting preparation; retirement plan allocation; 401(k) meetings; income tax planning and strategy; and retirement plan and IRA distribution planning.
About Schenck SC
Schenck is a full-service regional accounting and consulting firm. The firm has more than 600 team members who serve clients from eight locations in Wisconsin. As one of the larger CPA firms in the United States, Schenck provides a full range of services including accounting and assurance, tax, business consulting, human resources consulting, information technology, merger and acquisition, retirement planning, wealth advisory and payroll solutions for businesses, government and not-for-profit organizations, and individuals.