Lorence D. Wheeler
Director/Board Member at Madison Funds
Profile
Lorence D.
Wheeler is currently the Director at Ultra Series Fund since 2009 and the Independent Trustee at Madison Funds since 2009.
Previously, he served as the Director at Grand Mountain Bancshares, Inc. and Grand Mountain Bank FSB.
From 2013 to 2015, he was the Lead Independent Trustee at Madison Covered Call & Equity Strategy Fund.
He also held the position of Independent Trustee at Madison Strategic Sector Premium Fund from 2012 to 2013.
Additionally, he served as the President of Credit Union Benefits Services, Inc.
Lorence D. Wheeler active positions
Companies | Position | Start |
---|---|---|
Madison Funds
Madison Funds Investment Trusts/Mutual FundsMiscellaneous Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI. | Director/Board Member | 2008-12-31 |
Ultra Series Fund | Director/Board Member | 2008-12-31 |
Former positions of Lorence D. Wheeler
Companies | Position | End |
---|---|---|
MADISON COVERED CALL & EQUITY STRATEGY FUND | Director/Board Member | 2015-05-17 |
MADISON STRATEGIC SECTOR PREMIUM FUND | Director/Board Member | - |
GRAND MOUNTAIN BANCSHARES INC. | Director/Board Member | - |
Grand Mountain Bank FSB
Grand Mountain Bank FSB Savings BanksFinance Grand Mountain Bank FSB provides banking and financial services. The firm's products include checking, savings account, personal lending, commercial checking, commercial money market and savings, and commercial loans. Its services include ATMs, automatic loan payments, cashiers checks, collections, fax services, federal tax deposits, merchant credit card setup, night deposit bags, photocopies, safe deposit box, savings bonds, statement reconciliation, stop payments and Visa debit cards. The company is headquartered in Granby, CO. | Director/Board Member | - |
Credit Union Benefits Services, Inc. | President | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Ultra Series Fund | Miscellaneous |
Madison Funds
Madison Funds Investment Trusts/Mutual FundsMiscellaneous Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI. | Miscellaneous |
Madison Covered Call & Equity Strategy Fund
Madison Covered Call & Equity Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Madison Covered Call & Equity Strategy Fund operates as a closed-end investment fund. Its investment objective is to provide a high level of current income and current gains, with a secondary objective of long-term capital appreciation. The company was founded on May 6, 2004 and is headquartered in Madison, WI. | Miscellaneous |
Madison Strategic Sector Premium Fund
Madison Strategic Sector Premium Fund Investment Trusts/Mutual FundsMiscellaneous Madison Strategic Sector Premium Fund operates as a closed end investment fund or investment trust. It's investment objective is to provide income and current gains, with a secondary objective of long term capital appreciation. Its investing portfolio includes consumer discretionary, energy, financials, health care, industrials, information technology, materials, money market funds, options purchased, investment companies and U.S. treasury bills. Madison Strategic Sector Premium Fund was founded on February 4, 2005 and is headquartered in Kansas City, MO. | Miscellaneous |
Grand Mountain Bancshares, Inc.
Grand Mountain Bancshares, Inc. Regional BanksFinance Grand Mountain Bancshares, Inc. engages in the provision of commercial banking services. The company was founded in 2006 and is headquartered in Granby, CO. | Finance |
Grand Mountain Bank FSB
Grand Mountain Bank FSB Savings BanksFinance Grand Mountain Bank FSB provides banking and financial services. The firm's products include checking, savings account, personal lending, commercial checking, commercial money market and savings, and commercial loans. Its services include ATMs, automatic loan payments, cashiers checks, collections, fax services, federal tax deposits, merchant credit card setup, night deposit bags, photocopies, safe deposit box, savings bonds, statement reconciliation, stop payments and Visa debit cards. The company is headquartered in Granby, CO. | Finance |
Credit Union Benefits Services, Inc. |
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