Marc Amateis – Vice President
general securities representative; master’s degree in business; specializing in investments and retirement planning
Marc Amateis began following his passion for investing while still in college, studying financial markets and making his first venture into stocks.
He received a bachelor’s degree with high honors at North Carolina State University and a master’s in business from the University of Wisconsin-Madison. In 20 years of running and then co-owning a business, Marc continued to handle his own investments as well as the investments of his company.
When he sold his business, Marc entrusted the proceeds to Bob Landaas. Marc had followed Bob on “Dollar Signs” – the public television show Bob had co-hosted in the 1990s – and he felt his life savings would be in good hands at Landaas & Company.
During their initial meeting, Bob welcomed Marc’s confidence, but he also questioned Marc about what he planned to do next. Their discussion led to an opportunity for Marc to further pursue his passion. He studied for and attained the regulatory licensing to be a securities representative and has been a vice president at Landaas & Company since 2007.
“It’s extremely gratifying to work at a firm that takes an academic approach to investing,” Marc says. “We believe in and practice the concepts of Modern Portfolio Theory that I studied in graduate school.”
Modern Portfolio Theory is a mathematically based approach to investment portfolio construction. Although it doesn’t assure a profit or guarantee against a loss, it seeks to optimize expected returns for a given amount of risk through the proper allocation of a diverse mix of financial assets.
Putting the theory in practice lets Marc see how people can benefit from it.
“I love talking to clients,” Marc says. “I get real satisfaction, whether it’s stopping them from doing something foolish or helping them achieve their goals.”
Marc grew up in Milwaukee. He and his wife, Judy, have two daughters and a dog. Marc’s interests include history, listening to music of all kinds, running and biking.