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Steve Vannelli
Portefeuillebeheerder-Aandelen bij AXS Investments LLC
Actieve functies van Steve Vannelli
Bedrijven | Functie | Begin | Einde |
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AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Portefeuillebeheerder-Aandelen | 01-01-2024 | - |
Loopbaan van Steve Vannelli
Eerdere bekende functies van Steve Vannelli
Bedrijven | Functie | Begin | Einde |
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Knowledge Leaders Capital LLC
![]() Knowledge Leaders Capital LLC Investment ManagersFinance Knowledge Leaders Capital LLC (KL Capital) is a SEC-registered mutual fund manager headquartered in Denver, Colorado. The firm was founded by Steve Vannelli in 2006 under the original name of Gavekal Capital LLC. In 2023, they were acquired by AXS Investments LLC, ultimately owned by SR Partners LLC. KL Capital offers investment advisory services to individual and institutional clients through ETFs, mutual funds, and managed accounts. | Analyst-Equity | 01-01-2006 | 01-01-2024 |
Algemeen Directeur | 01-01-2006 | 01-01-2024 | |
Chief Investment Officer | 01-01-2006 | 01-01-2024 | |
Oprichter | 01-01-2006 | 01-01-2024 | |
Portefeuillebeheerder-Aandelen | 01-01-2006 | 01-01-2024 | |
Alexander Capital Management Group LLC
![]() Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Analyst-Equity | 01-04-2003 | 31-10-2005 |
Directeur van Onderzoek - Eigen Vermogen | 01-04-2003 | 31-10-2005 |
Opleiding van Steve Vannelli
University of Denver | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Director of Research - Equity | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Alexander Capital Management Group LLC
![]() Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Finance |
Knowledge Leaders Capital LLC
![]() Knowledge Leaders Capital LLC Investment ManagersFinance Knowledge Leaders Capital LLC (KL Capital) is a SEC-registered mutual fund manager headquartered in Denver, Colorado. The firm was founded by Steve Vannelli in 2006 under the original name of Gavekal Capital LLC. In 2023, they were acquired by AXS Investments LLC, ultimately owned by SR Partners LLC. KL Capital offers investment advisory services to individual and institutional clients through ETFs, mutual funds, and managed accounts. | Finance |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Finance |
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