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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Management Team | - | 2013 | now |
背景介紹 | Team Managed | ||
Lee M. Kliebert | Accredited Investment Fiduciary | 2012 | 2013 |
背景介紹 | Lee is the Managing Member, Chief Compliance Officer and Chief Investment Officer for PensionTrend Investment Advisers, LLC. He holds his Series 6,7,24,63 and 65 and is also an Accredited Investment Fiduciary with the Center for Fiduciary Studies. He is a member of the American Bar Association, State of Michigan Bar Association, American Society of Pension Professionals and Actuaries, and the Great Lakes TEIGE Council. | ||
Andrew J. Calogerakis | Co-Manager | 2012 | 2013 |
背景介紹 | Andrew is the co-manager of the PensionTrend Collective Investments Funds. His previous experience includes 5 years as a Portfolio Manager at Wachovia Weath Management. Andrew has a Bachelor's degree in Economics from North Carolina State University and an MBA from Wake Forest University and holds the Chartered Financial Analyst designation. |
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