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למימוש המבצע
(0P00002WT1) ICON Utilities and Income Fund Institutional Class
הוסף ל/הסר מתיק ההשקעות
הוסף לרשימת מעקב
10.030
+0.040
+0.40%
22/11 - סגור. מטבע USD
- דירוג Morningstar:
- סך נכסים: 19.86M
ICON Utilities Fund Class S
10.030
+0.040
+0.40%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
0P00002WT1 - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת ICON Utilities and Income Fund Institutional Class. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של 0P00002WT1 – 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 and Portfolio Manager.From 2008 until January 2011 he managed ICON’s separately managed accounts. From 2011 to 2014 Mr. Callahan was ICON’s Director of Marketing. From 2014 to 2018 Mr. Callahan managed ICON’s strategy based portfolios and tactical allocation portfolios .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. | ||
| Derek N. Rollingson | Vice President | 2014 | 2019 |
| ביוגרפיה | 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. | ||
| 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. | ||
| Todd Burchett | Portfolio Manager | 2006 | 2011 |
| ביוגרפיה | 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. | ||
| Zach Jonson | Director | 2007 | 2008 |
| ביוגרפיה | Zach Jonson, CFA, joined ICON in 2003 as a Reconciliation and Performance Specialist. He became a Research Analyst in 2006 and was promoted to a junior member and subsequently, a member of the Investment Committee as a Portfolio Manager in 2007. In 2012, Mr. Jonson was appointed Director of Fund Management. Mr. Jonson received a bachelor of arts degree in economics from the University of Colorado and an MBA from the University of Denver. He holds the FINRA Series 7 and 63 registrations. | ||
| Robert Straus | Portfolio Manager, Member | 2001 | 2006 |
| 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. | ||
| Craig T. Callahan | President, Chairman | 1997 | 2003 |
| 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. | ||
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