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Profil
Mr. Ryan D.
Zeeb is Chief Executive Officer at Camelot Portfolios LLC and Camelot Funds LLC.
Prior to joining Camelot Portfolios LLC, he was President of The Heritage Institute.
He has helped to position The Heritage Institute as the premiere leader in the wealth consulting and wealth transfer industry.
As President, he led the creation of the Certified Wealth Consultant professional designation.
He trained and consulted with over 400 top wealth professionals from around the world.
In this effort, he built strategic relationships with some of the top institutions in banking, asset management, estate planning, financial planning, executive coaching, non-profit, and marriage and family counseling.
He graduated with his B.A. in Business Administration from Taylor University.
Anciens postes connus de Ryan Deane Zeeb
| Sociétés | Poste | Fin |
|---|---|---|
Camelot Portfolios LLC
 Camelot Portfolios LLC Investment ManagersFinance Camelot employs time-tested investment philosophies that separate investor emotions to capitalize on market opportunities. The firm relies on independent research and common sense to help investors to meet their long-term investment objectives in all market conditions. They allocate portfolios across multiple strategies to meet each client's unique long-term return goals, income needs, tax objectives and risk tolerance. | Directeur Général | 01/08/2018 |
Camelot Funds LLC
 Camelot Funds LLC Investment ManagersFinance Camelot Funds seek to achieve their investment objectives by investing primarily in the common and preferred stocks of domestic and foreign, including emerging market, small-cap companies that are traded on a US exchange, writing put options on such stocks, and writing covered call options on stocks held in its portfolio. The firm’s funds write (sell) puts and covered calls to generate increased income, reduce the volatility of the Funds and to enter and exit stock positions. The Funds invest some or all the notional value of the put options written in cash and/or short-term bonds to generate additional income. | Directeur Général | 01/08/2018 |
Formation de Ryan Deane Zeeb
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Taylor University
 Taylor University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Camelot Portfolios LLC
Camelot Portfolios LLC Investment ManagersFinance Camelot employs time-tested investment philosophies that separate investor emotions to capitalize on market opportunities. The firm relies on independent research and common sense to help investors to meet their long-term investment objectives in all market conditions. They allocate portfolios across multiple strategies to meet each client's unique long-term return goals, income needs, tax objectives and risk tolerance. | Finance |
Camelot Funds LLC
Camelot Funds LLC Investment ManagersFinance Camelot Funds seek to achieve their investment objectives by investing primarily in the common and preferred stocks of domestic and foreign, including emerging market, small-cap companies that are traded on a US exchange, writing put options on such stocks, and writing covered call options on stocks held in its portfolio. The firm’s funds write (sell) puts and covered calls to generate increased income, reduce the volatility of the Funds and to enter and exit stock positions. The Funds invest some or all the notional value of the put options written in cash and/or short-term bonds to generate additional income. | Finance |
