Ian R. Goltra

Ian R. Goltra

Portfolio Manager-Equities at AXS Investments LLC

Finance
Consumer Services

Profile

Ian R.
Goltra
is currently a Portfolio Manager at AXS Investments LLC since 2022.
He was previously a Portfolio Manager at Orinda Asset Management LLC from 2016 to 2022.
Before that, he worked as a Senior Analyst at Forward Management LLC from 2009 to 2013, and as a Senior Analyst at Kensington Investment Group, Inc. from 1998 to 2009.
He also worked as a Vice President & Senior Financial Analyst at Textainer Equipment Management Ltd.
from 1993 to 1997.
Mr. Goltra received his undergraduate degree from San Francisco State University.

Ian R. Goltra active positions

CompaniesPositionStart
Portfolio Manager-Equities 01/05/2022
All active positions of Ian R. Goltra

Former positions of Ian R. Goltra

CompaniesPositionEnd
Analyst-Equity 01/05/2022
Director of Research - Equity 31/05/2009
Corporate Officer/Principal 31/12/1997
Portfolio Manager-Equities -
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Training of Ian R. Goltra

San Francisco State University Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

19

1st degree connections

6

1st degree companies

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Female

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Linked companies

Private companies5

Finance

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