BNET Industries

Last Fiscal Year Sales:$17.5M
  • Private
  • US
Dow Jones Description

ICON Advisers, Inc. is a registered investment adviser that offers its disciplined, quantitative investment system, across a wide range of portfolio solutions, including mutual fund allocation portfolios, diversified and sector-based mutual funds, as well as concentrated and diversified separate accounts. Other ICON highlights include: - Founded in 1986* - Adviser to the ICON Funds, launched in 1997 - $4.6 billion in total assets under management as of March 31, 2008** - Targeted access to nine market sectors and 147 industries - Multi Cap strategy with diversification among growth and value stocks of all market capitalizations - Strict management discipline designed to remove the emotion from investing - Experienced management team conducting independent quantitative research Encompassing diversified equity, domestic sector, international equity, and domestic fixed income, ICON's product line has grown to meet the changing needs of today's investors. Available through financial intermediaries since the company's incorporation in 1991, the launch of the ICON Funds in 1997, and subsequent fund launches in 2000 and 2002, have given the firm a strong presence in the retail channel.

Number of Employees 74
Contact Information

5299 Dtc Blvd Fl 12

Greenwood Village, Colorado 80111

www.iconadviser...

1 303 790 1600

NAICS Code Investment Advice: 523930

News & Analysis

icon advisers inc. - All News and Analysis

Decision Makers

Name (plus bio) Position
Craig Callahan President
Dennis Engel Executive Vice President and Chief Operating Officer
Erik Jonson Executive Vice President and Chief Financial Officer
Stephen Holmes Executive Vice President, Chief Sales & Marketing Officer
Donald Salcito Executive Vice President and General Counsel
Aaron Leffingwell Vice President, National Channel Manager, Rias
Brian E Biehl Regional Vice President
Brian Rotter Vice President, National Accounts Manager
Charles Williamson Regional Vice President, Midwest
Dave Matteo Regional Vice President, New England
Derek Rollingson Vice President, Investments
Edward Reiser Vice President of Variable Annuity Product Sales
Freeman Irby Regional Vice President, Texas
John Starnes Regional Vice President, Florida
Kathryn McLees Regional Vice President, Pennsylvania
Mark Davis Regional Vice President
Matt Mulhern Regional Vice President, New York
Mike Gaffney Vice President and Head Trader
Ron Sala Vice President, Eastern Regional Sales Manager
Scott Snyder Vice President, Investments
Warren Mulhern Vice President, Institutional Division
Cynthia Crossland Director of Public Relations
Annie Mathey Senior Vice President, Internal Sales Desk Manager
Jason Pokrzywinski Sales Development Manager
Jill Tesmer Kohl National Manager, Pinnacle Club
Brian Callahan Research Analyst
Brian Svigel Internal Sales Associate
Chad Harwood Internal Sales Associate
Colin Dougherty Institutional Analyst, Consultant Relations
Deborah Schaub
Gina Schimpf Internal Sales Associate
Matt Nofziger Internal Sales Associate
Peter Fell Regional Sales Associate
Rob Bolinske Internal Sales Associate
Shauna Worland Senior Internal Sales Associate
Tara Cearnal Internal Sales Associate
Todd Burchett Research Analyst
Zach Jonson Reconciliation and Performance Specialist

Organization Position Status
ICON Advisers, Inc. President Current
Athenainvest, Inc. Principal, Athenainvest, Inc. Founder and President, Icon Advisers Current
ICON Advisers, Inc. Founder Current
ICON LLC Founder Current
ICON Advisers, Inc. Chief Investment Officer Former
ICON LLC Chief Investment Officer Former
University of Denver Finance Professor Former

Organization Position Status
ICON Advisers, Inc. Executive Vice President and Chief Operating Officer Current

Organization Position Status
ICON Advisers, Inc. Executive Vice President and Chief Financial Officer Current

Organization Position Status
ICON Advisers, Inc. Executive Vice President, Chief Sales & Marketing Officer Current
ICON Advisers, Inc. Sales Executive Current

Organization Position Status
ICON Advisers, Inc. Executive Vice President and General Counsel Current

Organization Position Status
ICON Advisers, Inc. Vice President, National Channel Manager, Rias Current

BRIAN BIEHL is a Regional Vice President for ICON Advisers, Inc., an investment advisory firm headquartered near Denver, Colo. Mr. Biehl is responsible for sales of ICON's mutual fund allocation programs and the ICON Funds in New Jersey and Delaware. Mr. Biehl has more than 17 years of financial services industry experience, most recently at Lincoln Investment Planning, where he served as a registered representative. Prior to that position, Mr. Biehl was employed at Chittenden Bank as a financial services representative. He is a graduate of Rowan University, where he received a bachelor's degree in communications. He holds FINRA Series 6, 7, 24, and 63 registrations and is a Certified Financial Planner. Mr. Biehl is a member of the Financial Planning Association, a member of the Financial Services Institute, and is president of the South Jersey Chapter of the Society of Financial Service Professionals.

Organization Position Status
ICON Advisers, Inc. Regional Vice President Current
Financial Planning Association Board of Directors Current
Chittenden Bank Financial Services Representative Former
Rowan University Former

Organization Position Status
ICON Advisers, Inc. Vice President, National Accounts Manager Current

Organization Position Status
ICON Advisers, Inc. Regional Vice President, Midwest Current

DAVID MATTEO is a Regional Vice President for ICON, an investment advisory firm headquartered near Denver, Colorado. Mr. Matteo is responsible for sales of ICON's mutual fund allocation programs and the ICON Funds in the New England territory to investment professionals. Mr. Matteo has more than 6 years of financial services industry experience, most recently at Putnam Investments, where he served as a wholesaler, regional sales associate, and senior regional marketing associate. Prior to Putnam Investments, Mr. Matteo was employed for three years at Northwestern Mutual as a financial representative. He received a bachelor's degree in marketing and finance from Boston College and holds FINRA 6, 7, 63, and 65 registrations.

Organization Position Status
ICON Advisers, Inc. Regional Vice President, New England Current
ICON LLC Regional Vice President Current
Boston College Bachelor's Degree In Marketing Former

DEREK ROLLINGSON is Vice President, Investments, Director of Research, and a senior member of ICON's Investment Committee. Mr. Rollingson is the primary Investment Committee member for the ICON Equity Income, Financial, and Leisure and Consumer Staples Funds, and shares responsibility for the Energy, Materials and Core Equity Funds. Mr. Rollingson joined ICON in 2000 as a junior member of the Investment Committee. In 2003, he was named a senior member of the Investment Committee. He was previously employed as a research analyst in corporate litigation for Navigant Consulting from 1997 to 2000. Mr. Rollingson received a bachelor of science degree in finance, with a minor in statistics from Brigham Young University and a master's of finance degree from the University of Denver. Mr. Rollingson has been a television guest on CNN-fn and Bloomberg Television and has been quoted in a number of business and investment publications.

Organization Position Status
ICON Advisers, Inc. Vice President, Investments Current
Navigant Consulting, Inc. Research Analyst Former
ICON LLC Former

Organization Position Status
ICON Advisers, Inc. Vice President of Variable Annuity Product Sales Current

Organization Position Status
ICON Advisers, Inc. Regional Vice President, Texas Current

Organization Position Status
ICON Advisers, Inc. Regional Vice President, Florida Current

Organization Position Status
ICON Advisers, Inc. Regional Vice President, Pennsylvania Current
Temple University Former

Organization Position Status
ICON Advisers, Inc. Regional Vice President Current

Organization Position Status
ICON Advisers, Inc. Regional Vice President, New York Current

Organization Position Status
ICON Advisers, Inc. Vice President and Head Trader Current
ICON Advisers, Inc. Head Trader Former

Organization Position Status
ICON Advisers, Inc. Vice President, Eastern Regional Sales Manager Current

SCOTT SNYDER is Vice President, Investments and a senior member of ICON's Investment Committee. Mr. Synder is the primary Investment Committee member for the ICON Asia-Pacific Region, Europe, and International Equity Funds. Mr. Snyder joined ICON in 2004 as a Research Analyst. In 2005, he was promoted to a junior member of the Investment Committee, then subsequently a senior member. Previously, he was employed by FactSet Research Systems, Inc. as a portfolio analytics specialist from 2003-2004 and as a senior consultant from 2001-2003. Mr. Snyder has earned the right to use the Chartered Financial Analyst designation. Mr. Snyder has been a television guest on CNBC and has been featured in a number of business and investment publications.

Organization Position Status
ICON Advisers, Inc. Vice President, Investments Current
ICON LLC Research Analyst Former
FactSet Research Systems, Inc. Portfolio Analytics Specialist Former
ICON Advisers, Inc. Research Analyst Former
Arizona State University Bachelor's Degree In Finance Former

Organization Position Status
ICON Advisers, Inc. Vice President, Institutional Division Current

Organization Position Status
ICON Advisers, Inc. Director of Public Relations Current

Organization Position Status
ICON Advisers, Inc. Senior Vice President, Internal Sales Desk Manager Current

Organization Position Status
ICON Advisers, Inc. Sales Development Manager Current

Organization Position Status
ICON Advisers, Inc. National Manager, Pinnacle Club Current

Organization Position Status
ICON Advisers, Inc. Research Analyst Current
The Ohio State University Master's In Business Administration Former
Colorado State University Bachelor's Degree In English Literature Former

Organization Position Status
ICON Advisers, Inc. Internal Sales Associate Current

Organization Position Status
ICON Advisers, Inc. Internal Sales Associate Current

Organization Position Status
ICON Advisers, Inc. Institutional Analyst, Consultant Relations Current

Organization Position Status
ICON Advisers, Inc. Current

Organization Position Status
ICON Advisers, Inc. Internal Sales Associate Current

Organization Position Status
ICON Advisers, Inc. Internal Sales Associate Current

Organization Position Status
ICON Advisers, Inc. Regional Sales Associate Current

Organization Position Status
ICON Advisers, Inc. Internal Sales Associate Current

Organization Position Status
ICON Advisers, Inc. Senior Internal Sales Associate Current

Organization Position Status
ICON Advisers, Inc. Internal Sales Associate Current

TODD BURCHETT is the primary Investment Committee member for the ICON Bond, Healthcare, Long/Short, and Telecommunication & Utilities Funds, and shares responsibility for the Core EquityFund. Mr. Burchett joined ICON in 2005 as a Research Analyst and was named to the Investment Committee in 2006. Mr. Burchett received master's of business administration and master's of science degrees from The Ohio State University and a bachelor of arts degree in economics from Stanford University. He has passed all three Chartered Financial Analyst exams, and his charter is pending. He is certified by the Global Association of Risk Professionals as a Financial Risk Manager (FRM). Prior to joining ICON, Mr. Burchett was employed by The Ohio State University as a research and teaching assistant. He was also formerly a teacher, coach, and faculty adviser for Rutland Vermont Public Schools. Mr. Burchett has been a television guest on CNBC and has been featured in a number of business and investment publications.

Organization Position Status
ICON Advisers, Inc. Research Analyst Current
ICON LLC Research Analyst Former
The Ohio State University Research and Training Assistant Former

Organization Position Status
ICON LLC Reconciliation and Performance Specialist Current
ICON Advisers, Inc. Reconciliation and Performance Specialist Current
University of Colorado Bachelor's Degree In Economics Former
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