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למימוש המבצע
6.740
0.020
0.30%
31/07 - מידע המוצג בעיכוב. מטבע USD
- דירוג Morningstar:
- סך נכסים: 4.44M
ICON Consumer Staples Fund Class S
6.740
0.020
0.30%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
ICLEX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת ICON Consumer Staples Fund Class S. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של ICLEX – וכן מידע נוסף.
פרטי התקשרות
כתובת
5299 DTC Boulevard, Suite 1200
Greenwood Village,CO 80111
United States
Greenwood Village,CO 80111
United States
טלפון
+1 303 7901600
אינטרנט
www.iconfunds.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Brian Callahan | Member | 2019 | עכשיו |
| ביוגרפיה | 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 | עכשיו |
| ביוגרפיה | 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 | עכשיו |
| ביוגרפיה | 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. | ||
| Scott Snyder | Portfolio Manager | 2017 | 2019 |
| ביוגרפיה | Scott Snyder, CFA, joined ICON in 2004 as a Research Analyst. In 2005, he was promoted to the Investment Committee and a Portfolio Manager. Previously, he was employed by FactSet as a portfolio analytics specialist from 2003-2004 and as a senior consultant from 2001-2003. Mr. Snyder received his bachelor of science degree in finance from Arizona State University and a MBA from the University of Denver. He holds the FINRA Series 7 and 63 registrations. | ||
| Rob Young | Portfolio Manager | 2016 | 2017 |
| ביוגרפיה | Rob Young, CFA, joined ICON in 2015 as a Research Analyst. Mr. Young was promoted to Portfolio Manager on January 1, 2017. From 2013-2015, he was a VP of Equity Institutional Sales at DA Davidson. Previously, he was a Senior Equity Analyst at Wm Smith and Co from 2007-2013. Mr. Young received his Bachelor of Science degree in Finance, along with his MBA from the University of Denver. He holds the Series 7, 63, 68 and 87 registrations. | ||
| Donovan (Jerry) J. Paul | Senior Vice President | 2015 | 2017 |
| ביוגרפיה | JERRY PAUL, CFA, is Senior Vice President of Fixed Income and serves as Co-Portfolio Manager of the ICON Bond and ICON Risk-Managed Balanced Funds. Mr. Paul was named Morningstar’s Fixed Income Manager of the Year for 1999 while he managed high yield bonds for INVESCO. Mr. Paul’s professional investment experience includes over thirty eight years in fixed income portfolio management and research. | ||
| Craig T. Callahan | President, Chairman | 2015 | 2017 |
| ביוגרפיה | 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. | ||
| Michael Kuehn | junior Member | 2014 | 2015 |
| ביוגרפיה | • Portfolio manager for the ICON Emerging Markets4, Industrials, Information Technology and Consumer Staples Funds; member of ICON’s Investment Committee • Master’s of business administration degree from the University of Denver and bachelor’s degree in finance and information technology from the University of Colorado; he holds the right to use the Chartered Financial Analyst designation • Previously employed by Thrivent Financial • Joined ICON in 2007 | ||
| Robert Straus | Portfolio Manager, Member | 2011 | 2014 |
| ביוגרפיה | Straus is a portfolio manager and a member of ICON's Investment Committee. Previously, he was employed by ICON as its Head Trader from 1996 to 1999 and rejoined ICON in 2001 as an assistant portfolio manager. In 2002, he was appointed portfolio manager. Prior to ICON, he was a senior equity trader with Charles Schwab & Co., Inc. in 2000 and a partner with Integral Asset Management, LLC from 1999 to 2000. | ||
| Scott Callahan | Assistant Portfolio Manager | 2009 | 2011 |
| ביוגרפיה | 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. | ||
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