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Christian Cameron Bertelsen
Directeur en chef des Investissements chez
Advisors Excel LLC
Profil
Christian Cameron Bertelsen is the founder of Aviance Capital Management LLC, which was founded in 2006.
He held the title of President & Chief Investment Officer from 2006 to 2019.
Currently, he is a Member of The Boston Security Analysts Society, Inc. and Chief Investment Officer-Global Financial Private at Advisors Excel LLC.
His former positions include Director of the Value Equity at Virtus Investment Advisers, Inc., Managing Director at FA Asset Management, Inc., Principal at State Street Bank & Trust Co., Senior Vice President at Eagle Asset Management, Inc., Chief Investment Officer at Small Cap Value Fund, Inc., Principal at QS Batterymarch Financial Management, Inc., Head-Equity Investment at Colonial Advisory Services, Inc., and Chief Investment Officer at Global Financial Private Capital, Inc. Mr. Bertelsen received his undergraduate degree and MBA from Boston University.
Postes actifs de Christian Cameron Bertelsen
| Sociétés | Poste | Début |
|---|---|---|
The Boston Security Analysts Society, Inc.
 The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Corporate Officer/Principal | - |
Advisors Excel LLC
 Advisors Excel LLC Insurance Brokers/ServicesFinance Provides insurance marketing services | Directeur en chef des Investissements | - |
Anciens postes connus de Christian Cameron Bertelsen
| Sociétés | Poste | Fin |
|---|---|---|
Aviance Capital Management LLC
 Aviance Capital Management LLC Investment ManagersFinance Aviance capital Management primarily provides investment advisory services for institutional equity and fixed-income assets via both open and closed-end mutual funds. Through rigorous stock selection, effective risk control and cost efficient trading, the firm offers innovative value-based equity and fixed-income products utilizing US, international, and global investment strategies. | Fondateur | 28/05/2019 |
Colonial Advisory Services, Inc.
 Colonial Advisory Services, Inc. Investment ManagersFinance Provides investment advisory services | Directeur en chef des Investissements | - |
Small Cap Value Fund, Inc.
 Small Cap Value Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur en chef des Investissements | - |
Global Financial Private Capital, Inc.
 Global Financial Private Capital, Inc. Investment ManagersFinance GFPC employs a diversified investment approach designed to adapt to market and economic changes and has the flexibility to dynamically invest across a wide range of asset classes. The firm seeks to tilt the odds in the investors' favor by gradual and progressive asset allocation changes together with disciplined risk management. They proactively monitor many factors which may indicate market cycle position and dynamically adapts to changing conditions. GFPC aims to actively allocate capital across assets classes in search of reduced risk and positive returns. Portfolios also focus on producing regular income to meet investors' living requirements while seeking to protect capital in volatile markets. | Directeur en chef des Investissements | - |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Corporate Officer/Principal | - |
Formation de Christian Cameron Bertelsen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
12
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Virtus Investment Advisers LLC
 Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments. | Finance |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle provides a broad array of equity and fixed income products designed to meet their client’s long-term goals through proprietary, bottom-up, hands-on research and deliberate, thoughtful and calculated stock picking. Their investment philosophy is designed to deliver superior, risk-adjusted returns via both separately managed account and mutual fund platforms. | Finance |
Aviance Capital Management LLC
Aviance Capital Management LLC Investment ManagersFinance Aviance capital Management primarily provides investment advisory services for institutional equity and fixed-income assets via both open and closed-end mutual funds. Through rigorous stock selection, effective risk control and cost efficient trading, the firm offers innovative value-based equity and fixed-income products utilizing US, international, and global investment strategies. | Finance |
Small Cap Value Fund, Inc.
Small Cap Value Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
QS Batterymarch Financial Management, Inc.
 QS Batterymarch Financial Management, Inc. Investment ManagersFinance QS Batterymarch Financial Management offers equity and multi-asset solutions based on a range of macro, behavioral and bottom-up insights. The firm's strategies include: Global Equity, US Equity, Liquid Alternatives and Customized Solutions. | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FA Asset Management, Inc.
 FA Asset Management, Inc. Investment ManagersFinance FA's portfolio management team seeks to produce stable, above market returns with below market risk. They accomplish this through a proprietary methodology of identifying and analyzing financial market and economic trends and using the results to select stocks for inclusion in the portfolio. Their Core approach to balanced management is to focus on the structure of a portfolio. They believe that a careful evaluation of asset allocation, sector selection, capitalization range and style allocation results in a portfolio that will outperform an appropriate benchmark over a market cycle. Fixed-income portfolios are constructed through a process of benchmark selection and appropriate portfolio construction. FA's purchase decisions lead them to first make sector and sub-sector allocation choices, taking into account short- and long-term objectives. The firm's Convertible Arbitrage strategy seeks to produce an attractive risk-adjusted rate of return utilizing convertible arbitrage. FA combines security selection with a portfolio construction methodology, balancing favorable fundamental and security modeling characteristics with a mix of industrial exposures. Their goals are to preserve capital in difficult market conditions and to enhance traditional asset class returns while controlling risk. The Enhanced S&P 500 Strategy is focused on U.S. company convertible bonds and FA neutrally hedges them with a short of the underlying common stock. | Finance |
Colonial Advisory Services, Inc.
Colonial Advisory Services, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
The Boston Security Analysts Society, Inc.
The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Commercial Services |
Global Financial Private Capital, Inc.
Global Financial Private Capital, Inc. Investment ManagersFinance GFPC employs a diversified investment approach designed to adapt to market and economic changes and has the flexibility to dynamically invest across a wide range of asset classes. The firm seeks to tilt the odds in the investors' favor by gradual and progressive asset allocation changes together with disciplined risk management. They proactively monitor many factors which may indicate market cycle position and dynamically adapts to changing conditions. GFPC aims to actively allocate capital across assets classes in search of reduced risk and positive returns. Portfolios also focus on producing regular income to meet investors' living requirements while seeking to protect capital in volatile markets. | Finance |
Advisors Excel LLC
Advisors Excel LLC Insurance Brokers/ServicesFinance Provides insurance marketing services | Finance |
