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Steve Vannelli
Portfolio Manager-Equities at AXS Investments LLC
Steve Vannelli active positions
Companies | Position | Start | End |
---|---|---|---|
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Portfolio Manager-Equities | 01/01/2024 | - |
Career history of Steve Vannelli
Former positions of Steve Vannelli
Companies | Position | Start | End |
---|---|---|---|
Knowledge Leaders Capital LLC
![]() Knowledge Leaders Capital LLC Investment ManagersFinance Knowledge Leaders Capital LLC (KL Capital) is a SEC-registered mutual fund manager headquartered in Denver, Colorado. The firm was founded by Steve Vannelli in 2006 under the original name of Gavekal Capital LLC. In 2023, they were acquired by AXS Investments LLC, ultimately owned by SR Partners LLC. KL Capital offers investment advisory services to individual and institutional clients through ETFs, mutual funds, and managed accounts. | Analyst-Equity | 01/01/2006 | 01/01/2024 |
Chief Executive Officer | 01/01/2006 | 01/01/2024 | |
Chief Investment Officer | 01/01/2006 | 01/01/2024 | |
Founder | 01/01/2006 | 01/01/2024 | |
Portfolio Manager-Equities | 01/01/2006 | 01/01/2024 | |
Alexander Capital Management Group LLC
![]() Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Analyst-Equity | 01/04/2003 | 31/10/2005 |
Director of Research - Equity | 01/04/2003 | 31/10/2005 |
Training of Steve Vannelli
University of Denver | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Director of Research - Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Alexander Capital Management Group LLC
![]() Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Finance |
Knowledge Leaders Capital LLC
![]() Knowledge Leaders Capital LLC Investment ManagersFinance Knowledge Leaders Capital LLC (KL Capital) is a SEC-registered mutual fund manager headquartered in Denver, Colorado. The firm was founded by Steve Vannelli in 2006 under the original name of Gavekal Capital LLC. In 2023, they were acquired by AXS Investments LLC, ultimately owned by SR Partners LLC. KL Capital offers investment advisory services to individual and institutional clients through ETFs, mutual funds, and managed accounts. | Finance |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Finance |
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