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احصل على العرض
(ICENX) ICON Energy Fund Class S
إضافة إلى/حذف من محفظة
أضف محفظة
5.78
0.16
2.85%
10/07 - تأخر البيانات. العملة ب USD
- تقييم وكالة (مورننغستار):
- مجموع الأصول: 39.85M
ICON Energy S
5.78
0.16
2.85%
- عام
- الرسم البياني
- تقني
- المنتدى
- نظرة عامة
- بيانات الشركة
- بيانات تاريخية
- الأدوات المملوكة
نظرة عامة - ICENX
تجد في هذه الصفحة تعريفًا تفصيليًا لـ ICON Energy Fund Class S. تعرف على أهم أعضاء الكادر الإداري لـICENX وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.
معلومات الإتصال
العنوان
5299 DTC Boulevard, Suite 1200
Greenwood Village,CO 80111
United States
Greenwood Village,CO 80111
United States
الهاتف
+1 303 7901600
الموقع الإلكتروني
www.iconfunds.com
كبار المسؤولين التنفيذيين
| اسم | العنوان | منذ | حتى |
|---|---|---|---|
| Brian Callahan | Member | 2019 | الآن |
| السيرة الذاتية | Brian Callahan is ICON’s Investment Committee member for separately managed accounts (SMAs) and institutional accounts. He first joined ICON in 2000 as a Research Analyst while attending Colorado State University. In 2007, he received a master’s in business administration from The Ohio State University and returned as a Research Analyst. In 2008, he became an Investment Committee member. He was previously employed as a treasury administrator at Citi Fund Services . He holds a FINRA Series 7 registration. | ||
| Scott Callahan | Assistant Portfolio Manager | 2019 | الآن |
| السيرة الذاتية | Scott Callahan joined ICON in 2005 as a Research Analyst and was promoted to Assistant Portfolio Manager in January 2006. He left ICON in August 2006 to pursue his MBA, which he received from New York University in 2008. Mr. Callahan became a Portfolio Manager in 2008. Mr. Callahan received a bachelor’s degree in psychology from the University of Colorado. | ||
| Craig T. Callahan | President, Chairman | 2019 | الآن |
| السيرة الذاتية | Craig Callahan is the company Founder, Chief Executive Officer, President and Chairman of the Investment Committee of ICON Advisers, Inc. Mr. Callahan received his doctorate of business administration in finance and statistics from Kent State University in 1979 and a Bachelor of Science degree from Ohio State University in 1973. From 1986 to 2005, he served as ICON’s Chief Investment Officer. He holds the FINRA Series 7, 24, 63, 65, and 66 registrations. | ||
| Derek N. Rollingson | Vice President | 2007 | 2019 |
| السيرة الذاتية | Derek Rollingson joined ICON in 2000 as a junior member of the Investment Committee and subsequently became a senior member. In 2003, he was promoted to Portfolio Manager. Mr. Rollingson is a Senior Vice President of Investment Management. He was previously employed as a research analyst in corporate litigation for Navigant Consulting from 1997 to 2000. He holds a bachelor’s degree in Business Management Finance and Minor in Statistics from Brigham Young University and has an MSF from the University of Denver. He holds the FINRA Series 7, 63 and 66 registrations. | ||
| Todd Burchett | Portfolio Manager | 2007 | 2008 |
| السيرة الذاتية | Burchett is a portfolio manager and member ICON's Investment Committee. He joined ICON in 2005 as a research analyst and was named portfolio manager in 2006. Prior to joining ICON, Burchett was employed by the Ohio State University as a research and training assistant from 2004 to 2005. From June 2004 to September 2004 he was a Finance Intern with The Micro Entrepreneurial Network of NGOs. Burchett is a Chartered Financial Analyst Level III candidate. | ||
| J.C. Waller | Research Analyst, Portfolio Manager | 2003 | 2008 |
| السيرة الذاتية | J.C. Waller serves as Fund Architect's Co-CIO. In that position, he is responsible for leading the investment team and executing the firm's investment strategies. Mr. Waller brings extensive investment management and asset allocation experience to his role. Prior to joining Fund Architects, he served as Senior Director of the Plan Advisory esrvices for Advised Assets Group, LLC, a subsidiary of Great West Life & Annuity in Denver. There he was responsible for the Group's manager due diligence, fund selection, and porfolio monitoring. He previously served in a similar capacity at Old Mutual Asset Management where he was Senior Director, Investments. Mr. Waller also worked at ICON Advisers, Inc. as Vice President of Investments. In that role he was responsible for managing multiple institutional/private portfolios totaling approximately $2.2 billion in assets. In addition to numerous apperances on CNBC and CNNfn, Mr. Waller has been featured in several leading investment publications, including Fortune, Forbes, Newsweek, Business Week, and Bloomberg. Prior to his investment career, Mr. Waller was a U.S. Army Airborne Ranger serving as a Chinese-Mandarin linguist. Mr. Waller earned his Masters in Finance and an International MBA from the University of Denver. | ||
| Craig T. Callahan | President, Chairman | 1997 | 2003 |
| السيرة الذاتية | Craig Callahan is the company Founder, Chief Executive Officer, President and Chairman of the Investment Committee of ICON Advisers, Inc. Mr. Callahan received his doctorate of business administration in finance and statistics from Kent State University in 1979 and a Bachelor of Science degree from Ohio State University in 1973. From 1986 to 2005, he served as ICON’s Chief Investment Officer. He holds the FINRA Series 7, 24, 63, 65, and 66 registrations. | ||
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