Schenck Investment Solutions Welcome Fenlon and Isaacson

Mark Fenlon

Mark Fenlon

Appleton, Wis.-based Schenck SC (FY16 net revenue of $80.5 million) named Mark Fenlon president and CEO and Dave Isaacson chief investment officer of Schenck Investment Solutions, a subsidiary of Schenck.

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,” says Fenlon. “This practice could benefit the client in realizing their goals and objectives.”

Dave Isaacson

Dave Isaacson

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,” says 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, Wis.