SFE Investment Counsel provides investment management advice to clients.

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Finance

SFE Investment Counsel

SFE Investment Counsel's headquarters in Los Angeles, CA, United States

Jon Kmett

Charles Bohlen, Jr.

Teri McCasland

David Thomsen

Mark Delgadillo

Edward Ternan

Greg Giauque

The Leadership Team at SFE Investment Counsel is responsible for setting the strategic direction of the company, overseeing business development initiatives, ensuring compliance with regulatory standards, and managing financial operations. They collaborate to enhance client relationships and drive investment management strategies that align with the firm's goals. Through their combined expertise, they aim to promote growth and deliver exceptional service to clients.

Leadership Team

The Client Services Team at SFE Investment Counsel is responsible for managing client relationships and ensuring a high level of client satisfaction. This includes addressing inquiries, processing account transactions, and providing administrative support to ensure seamless communication between clients and the firm's advisors.

Client Services Team

This department provides expert advice and guidance on financial matters for clients and stakeholders.

Financial Advisory

This department provides financial guidance and advisory services to clients.

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SFE Investment Counsel

Org chart

Board & advisors

Teams

Leadership Team

Client Services Team

Financial Advisory

Financial Services

Offices

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SFE Investment Counsel

Org chart

Board & advisors

Teams

Leadership Team

Client Services Team

Financial Advisory

Financial Services

Offices

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