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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
Brian Callahan | Member | 2019 | now |
전기 | 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. | ||
Craig T. Callahan | President, Chairman | 2019 | now |
전기 | 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 Callahan | Assistant Portfolio Manager | 2018 | now |
전기 | 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. | ||
Scott Snyder | Portfolio Manager | 2013 | 2018 |
전기 | 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. | ||
Scott Callahan | Assistant Portfolio Manager | 2009 | 2014 |
전기 | 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. | ||
J.C. Waller | Research Analyst, Portfolio Manager | 2003 | 2008 |
전기 | 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 |
전기 | 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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