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ICON Energy Fund Class S(ICENX)

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ICON Energy S歷史數據,更多實時行情請使用搜索框搜索獲取。
5.78 0.16    2.85%
10/07 - 延遲資料. USD 貨幣
種類:  基金
市場:  美國
發行者:  ICON Funds
資產類別:  股票
  • 晨星評級:
  • 總資產: 39.85M
ICON Energy S 5.78 0.16 2.85%

ICENX綜觀

 
你可在本頁找到深入的ICON Energy Fund Class S公司檔案,包括ICENX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Equity Energy

總資產

39.85M

費用

1.50%

基金成立

35739

聯絡資訊

地址 5299 DTC Boulevard, Suite 1200
Greenwood Village,CO 80111
United States
電話 +1 303 7901600

主要管理層

名稱 主旨 成立於 直至
Brian Callahan Member 2019 now
自傳 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 now
自傳 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 now
自傳 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
自傳 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
自傳 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
自傳 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
自傳 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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