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 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 |
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. |
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, Institutional Division |
Current |
| Organization |
Position |
Status |
| ICON Advisers, Inc. |
Senior Vice President, Internal Sales Desk Manager |
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. |
Institutional Analyst, Consultant Relations |
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 |