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Kevin Francis Funchion
Directeur en chef des Investissements chez
Triton Capital Management LLC
Profil
Mr. Kevin F.
Funchion, CFA, is a Member at Financial Planning Association and a Partner at Triton Capital Management LLC.
He began his investment career with Fidelity Bank in Philadelphia as a portfolio manager in the Investment Management Department.
In 1989 he joined Valley Forge Asset Management as a portfolio manager and analyst.
In 1995, he founded an independent investment management firm.
In 2000, he merged this firm into West Chester Capital Advisors.
Mr. Funchion graduated with a BS from LaSalle Univeristy in 1986.
Postes actifs de Kevin Francis Funchion
| Sociétés | Poste | Début |
|---|---|---|
Triton Capital Management LLC
 Triton Capital Management LLC Investment ManagersFinance Triton Capital Management is a value investor that focuses on investments in high-quality, well-managed businesses that can be purchased at value prices and held for the long term. The firm employs a rigorous price discipline that focuses on a company's valuation and earnings multiples. They invest in the following sectors: consumer discretionary, consumer staples, financials, healthcare, industrials, information technology, materials, telecommunications and utilities. | Directeur en chef des Investissements | - |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Corporate Officer/Principal | 17/07/2009 |
Anciens postes connus de Kevin Francis Funchion
| Sociétés | Poste | Fin |
|---|---|---|
AmeriServ Wealth Advisors, Inc.
 AmeriServ Wealth Advisors, Inc. Investment ManagersFinance AWA seeks to generate consistent, above benchmark performance results while combining the active and passive styles of management. They utilize a combination of individual equity and fixed income securities as well as mutual and exchange traded funds in the composition of client portfolios. The firm has developed Strategic and Tactical model portfolios to help address the investment needs of their clients. | Analyst-Equity | 29/03/2005 |
Valley Forge Asset Management LLC
 Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management. | Analyst-Equity | 30/12/1994 |
The Fidelity Bank (Fuquay-Varina, North Carolina)
 The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance Operates as a state chartered bank | Gestionnaire de Portefeuille-Actions | 01/01/1989 |
Formation de Kevin Francis Funchion
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
AmeriServ Wealth Advisors, Inc.
AmeriServ Wealth Advisors, Inc. Investment ManagersFinance AWA seeks to generate consistent, above benchmark performance results while combining the active and passive styles of management. They utilize a combination of individual equity and fixed income securities as well as mutual and exchange traded funds in the composition of client portfolios. The firm has developed Strategic and Tactical model portfolios to help address the investment needs of their clients. | Finance |
The Fidelity Bank (Fuquay-Varina, North Carolina)
The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance Operates as a state chartered bank | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management. | Finance |
LaSalle University
 LaSalle University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Triton Capital Management LLC
Triton Capital Management LLC Investment ManagersFinance Triton Capital Management is a value investor that focuses on investments in high-quality, well-managed businesses that can be purchased at value prices and held for the long term. The firm employs a rigorous price discipline that focuses on a company's valuation and earnings multiples. They invest in the following sectors: consumer discretionary, consumer staples, financials, healthcare, industrials, information technology, materials, telecommunications and utilities. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Commercial Services |
