Profile
Mr. Ariel Brunn is an Investment Analyst & Portfolio Manager at Avalon Trust Co. He identifies new investment opportunities, monitors existing holdings and provides quantitative analysis for Avalon’s investment committee.
He also collaborates with the Avalon team to construct and manage our clients' portfolios.
Prior to finishing graduate school, he performed financial analysis for Cottonwood Technology Fund, a venture capital firm, after a few years abroad, starting in Argentina where he attained fluency in Spanish, followed by a year in Germany as an English instructor to corporate executives.
Mr. Brunnearned his Bachelor of Arts in Spanish Literature from the University of British Columbia.
He is a member of the CFA Institute.
Ariel Brunn active positions
| Companies | Position | Start |
|---|---|---|
Avalon Trust Co.
 Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Analyst-Equity | 01/06/2014 |
Training of Ariel Brunn
| Anderson School of Management | Masters Business Admin |
| University of British Columbia | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Finance |
- Stock Market
- Insiders
- Ariel Brunn
