Christian Cameron Bertelsen
Directeur en chef des Investissements chez Advisors Excel LLC
Postes actifs de Christian Cameron Bertelsen
Sociétés | Poste | Début | Fin |
---|---|---|---|
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - | - |
Advisors Excel LLC
Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Directeur en chef des Investissements | - | - |
Historique de carrière de Christian Cameron Bertelsen
Anciens postes connus de Christian Cameron Bertelsen
Sociétés | Poste | Début | Fin |
---|---|---|---|
Aviance Capital Management LLC
Aviance Capital Management LLC Investment ManagersFinance Founded in 2006 by Christian Bertelsen, Gary Dvorchak, Michael Dixon and Edward Bertelsen, Aviance Capital Management LLC is a registered, institutional investment advisor located in Sarasota, Florida. The firm's clients generally include investment companies, trusts, estates, and charitable organizations. | Directeur en chef des Investissements | 03/11/2006 | 28/05/2019 |
Fondateur | 03/11/2006 | 28/05/2019 | |
Gestionnaire de Portefeuille-Actions | 03/11/2006 | 28/05/2019 | |
President | 03/11/2006 | 28/05/2019 | |
Colonial Advisory Services, Inc. | Directeur en chef des Investissements | - | - |
Small Cap Value Fund, Inc. | Directeur en chef des Investissements | - | - |
Global Financial Private Capital, Inc.
Global Financial Private Capital, Inc. Investment ManagersFinance Global Financial Private Capital LLC (GFPC) is a SEC-registered investment advisor headquartered in Sarasota, Florida. It was founded by Geoffrey Frazier in 2004. The firm is a direct subsidiary of AssetMark Financial, Inc., ultimately held by Huatai International Investment Holdings Ltd. in Hong Kong. GFPC provides investment services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Directeur en chef des Investissements | - | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - | - |
QS Batterymarch Financial Management, Inc.
QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Corporate Officer/Principal | - | - |
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Corporate Officer/Principal | - | - |
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Formation de Christian Cameron Bertelsen
Boston University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 12 |
Israël | 2 |
Opérationnelle
Corporate Officer/Principal | 5 |
Chief Investment Officer | 5 |
Portfolio Manager-Equities | 2 |
Sectorielle
Finance | 10 |
Consumer Services | 2 |
Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 11 |
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FA Asset Management, Inc.
FA Asset Management, Inc. Investment ManagersFinance FA Asset Management, Inc. is the asset management subsidiary of First Albany Companies Inc. (NASDAQ: FACT) The firm, headquartered in New York City, provides investment management services to institutions, financial advisors and high net worth individuals. | Finance |
Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Finance |
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Finance |
QS Batterymarch Financial Management, Inc.
QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Aviance Capital Management LLC
Aviance Capital Management LLC Investment ManagersFinance Founded in 2006 by Christian Bertelsen, Gary Dvorchak, Michael Dixon and Edward Bertelsen, Aviance Capital Management LLC is a registered, institutional investment advisor located in Sarasota, Florida. The firm's clients generally include investment companies, trusts, estates, and charitable organizations. | Finance |
Global Financial Private Capital, Inc.
Global Financial Private Capital, Inc. Investment ManagersFinance Global Financial Private Capital LLC (GFPC) is a SEC-registered investment advisor headquartered in Sarasota, Florida. It was founded by Geoffrey Frazier in 2004. The firm is a direct subsidiary of AssetMark Financial, Inc., ultimately held by Huatai International Investment Holdings Ltd. in Hong Kong. GFPC provides investment services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Finance |
Small Cap Value Fund, Inc. | Miscellaneous |
Colonial Advisory Services, Inc. | Finance |
The Boston Security Analysts Society, Inc. | |
Advisors Excel LLC
Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Finance |