Steve Kleckner
Portfolio Manager-Fixed Income chez Euro Pacific Asset Management LLC (Puerto Rico)
Profil
Mr. Stephen G.
Kleckner, CAIA, is a Portfolio Manager at Euro Pacific Asset Management LLC.
Prior to Euro Pacific, He was a trader at Westwood Management.
Upon joining Westwood in 2008, he developed an extensive knowledge of global credit and money markets, while providing critical insight to the firm’s analysts and portfolio managers.
Before Westwood, he worked at APS Capital in Austin, TX.
Mr. Kleckner received his BA degree in Economics from the University of Texas and a CAIA certificate.
Postes actifs de Steve Kleckner
| Sociétés | Poste | Début |
|---|---|---|
Euro Pacific Asset Management LLC (Puerto Rico)
 Euro Pacific Asset Management LLC (Puerto Rico) Investment ManagersFinance Euro Pacific Asset Management LLC is an independent investment advisor headquartered in Dorado, Puerto Rico. The firm was founded by Peter Schiff and James Nelson in 2009 to provide a platform of actively managed investment products reflecting the founder’s investment philosophy. EPAM provides services to registered investment companies (mutual funds) and to other investment advisers. Through their separately managed accounts, they also offer services to individuals, high net worth individuals, individual retirement accounts, trusts and estates, and businesses. | Portfolio Manager-Fixed Income | 01/11/2010 |
Anciens postes connus de Steve Kleckner
| Sociétés | Poste | Fin |
|---|---|---|
Euro Pacific Asset Management LLC (California)
 Euro Pacific Asset Management LLC (California) Investment ManagersFinance Founded in 2009 by Peter Schiff, Euro Pacific Asset Management LLC (EPAM) is a registered investment advisor located in Newport Beach, California. The firm is the investment advisor to series funds of Investment Managers Series Trust, an investment company registered with the SEC under the Investment Company Act of 1940. The series funds include the EuroPac International Value Fund (“EPIVX”), EuroPac International Bond Fund (“EPIBX”), EP Emerging Markets Small Companies Fund (“EPASX”), EuroPac Gold Fund (“EPGFX”) and EuroPac International Dividend Income Fund (“EPDPX”). The EPASX Fund is sub-advised by Champlain Investment Partners, LLC (which acquired New Sheridan Advisors, LLC on June 30, 2015). The EPGFX Fund is sub-advised by Global Strategic Management, d/b/a Adrian Day Asset Management. The sub-advisors are not affiliated with EPAM. In addition to the mutual funds, the firm provides services to individuals, high net-worth individuals, trusts and estates, and businesses. | Analyst-Equity | 01/12/2013 |
Formation de Steve Kleckner
| The University of Texas at Austin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Euro Pacific Asset Management LLC (California)
Euro Pacific Asset Management LLC (California) Investment ManagersFinance Founded in 2009 by Peter Schiff, Euro Pacific Asset Management LLC (EPAM) is a registered investment advisor located in Newport Beach, California. The firm is the investment advisor to series funds of Investment Managers Series Trust, an investment company registered with the SEC under the Investment Company Act of 1940. The series funds include the EuroPac International Value Fund (“EPIVX”), EuroPac International Bond Fund (“EPIBX”), EP Emerging Markets Small Companies Fund (“EPASX”), EuroPac Gold Fund (“EPGFX”) and EuroPac International Dividend Income Fund (“EPDPX”). The EPASX Fund is sub-advised by Champlain Investment Partners, LLC (which acquired New Sheridan Advisors, LLC on June 30, 2015). The EPGFX Fund is sub-advised by Global Strategic Management, d/b/a Adrian Day Asset Management. The sub-advisors are not affiliated with EPAM. In addition to the mutual funds, the firm provides services to individuals, high net-worth individuals, trusts and estates, and businesses. | Finance |
Euro Pacific Asset Management LLC (Puerto Rico)
Euro Pacific Asset Management LLC (Puerto Rico) Investment ManagersFinance Euro Pacific Asset Management LLC is an independent investment advisor headquartered in Dorado, Puerto Rico. The firm was founded by Peter Schiff and James Nelson in 2009 to provide a platform of actively managed investment products reflecting the founder’s investment philosophy. EPAM provides services to registered investment companies (mutual funds) and to other investment advisers. Through their separately managed accounts, they also offer services to individuals, high net worth individuals, individual retirement accounts, trusts and estates, and businesses. | Finance |
