Mark Fenlon and Dave Isaacson join Schenck Investment Solutions
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.
“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.”.Read news release→