Steve Kleckner
Portfolio Manager-Fixed Income bei Euro Pacific Asset Management LLC (Puerto Rico)
Ursprung des Netzwerks ersten Grades von Steve Kleckner
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
6
| Private Company | Investment Managers | 6 |
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.
4
| Extinct | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Steve Kleckner
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| United States Air Force Academy | College/University | Undergraduate Degree Undergraduate Degree | |
A.G.P. / Alliance Global Partners Corp.
 A.G.P. / Alliance Global Partners Corp. Investment Banks/BrokersFinance A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs. | Investment Banks/Brokers | Corporate Officer/Principal Founder | |
Global Strategic Management, Inc.
 Global Strategic Management, Inc. Investment ManagersFinance Global Strategic Management, Inc., dba Adrian Day Asset Management (ADAM), is an independent wealth management firm headquartered in Dorado, Puerto Rico. The firm was founded by Adrian Day in 1991. ADAM offers fully discretionary portfolio management services to individuals, families and small institutions. | Investment Managers | Chief Executive Officer | |
| London School of Economics & Political Science | College/University | Undergraduate Degree | |
| The California State University | College/University | Masters Business Admin | |
ROTH Capital Partners LLC
 ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity | |
| US Air Force | Sovereign | Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity | |
| American University | College/University | Graduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Schiff Gold, Inc.
 Schiff Gold, Inc. Wholesale DistributorsDistribution Services Schiff Gold, Inc. provide industry standard coins and precious metals. It offers discount precious metals dealer specializes in investment-grade gold and silver bullion. The company offer a range of related services, from vault storage partners to physical gold IRAs. Schiff Gold was 2010 and is headquartered in New York, NY. | Wholesale Distributors | Founder | |
| University of Dallas | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 14 |
| Vereinigtes Königreich | 3 |
Sektoral
| Consumer Services | 8 |
| Finance | 7 |
| Non-Energy Minerals | 2 |
| Government | 2 |
| Distribution Services | 2 |
Operativ
| Portfolio Manager-Equities | 10 |
| Analyst-Equity | 7 |
| Founder | 6 |
| Undergraduate Degree | 5 |
| Chief Executive Officer | 4 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Jim Nelson | 7 |
| Patrick B. Rien | 6 |
| Peter Schiff | 6 |
| Adrian Day | 4 |
| Luke Sweet Allen | 4 |
| Rafael Santiago | 1 |
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