Mitchell Eric Appel
Directeur Général chez EULAV Asset Management
Profil
Mr. Mitchell E.
Appel is an Independent Trustee at Forethought Variable Insurance Trust, a Chief Executive Officer & Chief Financial Officer at Eulav Securities LLC, a Chief Executive Officer at EULAV Asset Management and a President at Value Line Fund, Inc. He is on the Board of Directors at Forethought Variable Insurance Trust.
Mr. Appel is responsible for the long term strategy of the investment adviser and the Funds, in addition to the day to day management responsibilities of the firm.
One of his initial goals is to introduce the Value Line Funds to a wider investment audience, becoming a partner to RIAs, B/Ds, and retail investors.
Mr. Appel’s other roles in the organization include being a member of the Board of Directors for the Value Line Funds and a Trustee of EAM.
Mr. Appel was previously employed as a Chief Financial Officer by Circle Trust Co. and a Chief Financial Officer & Director by Value Line, Inc.
He received his undergraduate degree from the University of Massachusetts and an MBA from New York University.
Postes actifs de Mitchell Eric Appel
| Sociétés | Poste | Début |
|---|---|---|
EULAV Asset Management
 EULAV Asset Management Investment ManagersFinance EULAV Asset Management (EAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm is a subsidiary of Value Line, Inc., which is owned by Arnold Bernhard & Co., Inc. EAM provides portfolio management services to individuals, trusts, estates and charitable organizations, corporate pension and profit-sharing plans, foundations and endowments, registered mutual funds. | Directeur Général | 01/02/2009 |
| Value Line Fund, Inc. | President | 20/07/2010 |
Forethought Variable Insurance Trust
 Forethought Variable Insurance Trust Finance/Rental/LeasingFinance Forethought Variable Insurance Trust operates as an open-end management investment company. Its investment objective is to provide income and capital appreciation while seeking to manage volatility. Forethought Variable Insurance Trust was founded on June 17, 2013 and is headquartered in Indianapolis, IN. | Directeur/Membre du Conseil | 17/06/2013 |
Eulav Securities LLC
 Eulav Securities LLC Investment ManagersFinance Part of Arnold Bernhard & Co., Inc., Eulav Securities LLC is an American company that provides portfolio management and investment advisory services. The company is based in New York, NY. The company was founded in 2010. Mitchell Eric Appel has been the CEO of the company since 2011. | Directeur Général | 01/01/2011 |
Anciens postes connus de Mitchell Eric Appel
| Sociétés | Poste | Fin |
|---|---|---|
| VALUE LINE, INC. | Directeur Financier/CFO | 09/12/2010 |
Circle Trust Co.
 Circle Trust Co. Investment Banks/BrokersFinance Chartered by the State of Connecticut in 1995, Circle Trust Company offers investment management, trust, custodial and administrative services to a range of institutions including corporations, sponsors and administrators of defined contribution retirement plans, community banks, charitable foundations and endowments and high net worth individuals. The firm is located in Stamford, connecticut and is a subsidiary of Orbitex-Saratoga Capital Management, LLC. | Directeur Financier/CFO | 02/12/2005 |
Formation de Mitchell Eric Appel
| New York University | Masters Business Admin |
| University of Massachusetts | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| VALUE LINE, INC. | Consumer Services |
| Entreprise privées | 5 |
|---|---|
| Value Line Fund, Inc. | Miscellaneous |
Forethought Variable Insurance Trust
Forethought Variable Insurance Trust Finance/Rental/LeasingFinance Forethought Variable Insurance Trust operates as an open-end management investment company. Its investment objective is to provide income and capital appreciation while seeking to manage volatility. Forethought Variable Insurance Trust was founded on June 17, 2013 and is headquartered in Indianapolis, IN. | Finance |
Circle Trust Co.
Circle Trust Co. Investment Banks/BrokersFinance Chartered by the State of Connecticut in 1995, Circle Trust Company offers investment management, trust, custodial and administrative services to a range of institutions including corporations, sponsors and administrators of defined contribution retirement plans, community banks, charitable foundations and endowments and high net worth individuals. The firm is located in Stamford, connecticut and is a subsidiary of Orbitex-Saratoga Capital Management, LLC. | Finance |
EULAV Asset Management
EULAV Asset Management Investment ManagersFinance EULAV Asset Management (EAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm is a subsidiary of Value Line, Inc., which is owned by Arnold Bernhard & Co., Inc. EAM provides portfolio management services to individuals, trusts, estates and charitable organizations, corporate pension and profit-sharing plans, foundations and endowments, registered mutual funds. | Finance |
Eulav Securities LLC
Eulav Securities LLC Investment ManagersFinance Part of Arnold Bernhard & Co., Inc., Eulav Securities LLC is an American company that provides portfolio management and investment advisory services. The company is based in New York, NY. The company was founded in 2010. Mitchell Eric Appel has been the CEO of the company since 2011. | Finance |