1. Load Funds: Es gibt eine Front-End - oder Back-End-Last, die durch den Prospekt bestimmt ist. 2. No-Load Funds: Es gibt eine Provision von 21,95 zu kaufen oder zu verkaufen. 3. FundVest reg No-Transaction-Fee Fonds. Stier Es gibt kein Provisionskauf. Es ist kein Provisionsversuch zu veräußern, vorausgesetzt, dass Aktien mindestens sechs Monate gehalten wurden, andernfalls kann eine 50 kurzfristige Rücknahmegebühr erhoben werden. Stier Über 5000 Leerlauf-Lasten-Fonds zur Verfügung. Downloadview FundVest List als XLS Kalkulationstabelle oder PDF. (Letztes Update 08222016). Stier Liste enthält sowohl Retail (Focus) amp Institutionelle Klassenfonds. Institutionelle Fonds können von Einzelpersonen gekauft werden, oft mit reduzierten Mindestwerten. Sie müssen nicht eine Institution sein, um institutionelle Aktien der Klasse über Trading Direct zu kaufen. Stier Hinweis: Anleger sollten die Anlageziele, Risiken, Gebühren und Aufwendungen der Investmentgesellschaft sorgfältig berücksichtigen, bevor sie investieren. Um diese oder andere Informationen über einen bestimmten Investmentfonds zu überprüfen, fordern Sie bitte einen Prospekt von der Fondsgesellschaft oder Trading Direct an, bevor Sie eine Bestellung eingehen. Bull Tausende von Open-End-Investmentfonds, von über 500 Familien, sind über Trading Direct, ein div. Von York Securities, Inc. (Liste unten angezeigt). Mutual Fund Familien zum Kauf ab 08222016: Stier 13D Aktivist Funds Stier 1919 Fonds (früher Legg Mason Investment Counsel) Stier 360 Fonds (IMS Capital Management) Stier 361 Fonds Stier AAM (Advisors Asset Management) Gegenseitige Fonds Stier Aberdeen Fonds Stier Absolute Funds (Forum Funds) Stier Acadian Funds (Advisors Inner Circle) Stier ACM Dynamic Funds (Ascendant Capital Management) Stier Adams Harkness (Forum Funds) Stier Adaptive Allocation Fund Stier Adirondack Fonds Stier AdvisorOne Stier Berater Inner Circle Stier Advisory Research Fonds Stier Affinity Small Cap Stier Aftershock Strategien Stier AI Fonds Trust (American Indepedence Risk X) Stier Akre Focus Fund Stier Al Frank Funds Stier All Terrain Chance Bull Alpha Capital Stier AlphaCentric Fonds Stier AlphaMark Investment Trust Stier AlphaOne Micro Cap (Advisors Inner Circle) Stier Alpine ACR Multi Strategie Stier Altegris Familie der gegenseitigen Fonds Stier Amana Fonds (Saturna) Stier AMCAP Fonds Stier AmericaFirst Funds Stier American Beacon Fonds Stier American Century Investments Stier American Funds Stier American Independence Funds Trust (Risiko X) Stier American Trust Treue Alligierte Fonds Stier AMG Fonds Stier Anchor Alternative Income Fund Stier Anfield Universal Fixed Income Funds Stier Angel Oak Funds Stier Apex Funds Stier APEXcm Fonds Stier API Fonds Stier Appleseed Fonds Stier Arbitrage Fonds, Der Stier Ariel Fonds Stier Aristoteles Fonds Stier Rüstung Alternative Einkommen (Granit Hafen) Stier Pfeil Fonds Stier Artio Fonds (Aberdeen) Stier Aszendenten Fonds Stier Aston Funds Stier Astor Fonds Stier Athena Wert (Princeton Fund Advisors) Stier Aurora Horizon Investment Management Stier Auxier Asset Management AAM (Forum Funds) Stier Avatare Fonds Stier Ave Maria Mutual Funds Stier B. Riley Diversified Equity Institutional (World Funds) Stier Babson Capital Management Stier Baird Funds (RW (Baltd Funds) Stier Balter Liquid Alternativen (Balter Discretnry Investments) Stier Bandon Fonds (Fortress Funds) Stier Baron Fonds Stier Barrow All-Cap LongShort Fonds Stier BBH (Brown Brothers Harriman) Gegenseitige Fonds Stier BDC Income Fund (Forum Funds) Stier Beck Mack Amp Oliver (Forum Funds) Stier Becker Fonds (Professionell Managed Portfolios) Stier Beech Hill Total Return Stier BeeHive Fund (Forum Funds) Stier Belvedere Fonds Stier Bernzott US Small Cap Wert Stier Berwyn Funds Stier Big 4 Onefund (Der World Funds Trust) Stier Biondo Fonds Stier BNY Mellon Funds Stier Blair (William Blair) Fonds Stier Blau Aktueller Fonds Stier BMO (Bank von Montreal) Fonds Stier Bogle Investment Management Kleine Cap Growth Stier Bond Fund von Amerika Stier BPV Fonds Stier Bradesco Lateinamerika Fonds (Fundvantage Trust) Stier Brandes Fonds Stier Brandywine Funds Stier Braver Taktischer Opportunity Stier Breithorn LongShort Stier Bridgehampton Wert Strategien Stier Bridgeway Fonds Stier Broadview Fonds Stier Brown Advisory Fonds Stier Brown Capital Funds Stier BTS Fonds Stier Buffalo Funds Stier Burnham Fonds Stier C Taktischen Dynamic Fund (Capital Advisors) Stier Cadence Funds Stier Calamos Funds Stier Calvert Fonds Stier CAM Broad Market Strategische Einkommen Stier Cambriar Funds (Advisors Inner Circle) Stier Camelot Funds Stier Cane Alternative Strategien Stier CAN SLIM Select Growth (NorthCoast Asset Mgmt) Stier Capital Advisors Growth Fund Bull Kapitaleinkommen Builder Bulle Capital Management Group ( CMG) Funds Bull Capital World Bull Capstone Series Fund (Capstone Asset-Steward) Stier Carne Capital Funds (Forum Funds) Stier Castle Focus Fund (PFS Funds) Stier Catalyst Fonds Stier Causeway Fonds Stier CBRE Clarion (Advisors Inner Circle) Stier CCA Funds Stier Cedar Ridge Unbeschränkte Credit Funds Stier Centre Fonds Stier Champlain Investment Partners (Advisors Inner Circle II) Stier Charles Schwab Fonds Stier Chartwell Small Cap Wert Stier Chase Funds (Chase Investment Council Corp) Stier Chesapeake Fonds Stier Chicago Equity Partners Stier Cincinnati Asset Management (CAM) Broad Market Bull Clipper Funds (Teil von Davis Funds) Stier CLS Investments (AdvisorOne) Stier CM Advisors Stier CMG Fonds (Capital Management Group) Stier CNI (City Nationale) Rochdale Fonds Stier Collins Fonds Stier Commerce Fonds Stier Commonwealth Fonds Stier Kompass EMP Fonds Stier Dirigent Global Funds Stier Conestoga Stier Kongress Asset Management Mutual Funds Stier Consilium Emerging Market Stier Konvergenz Investment Partners Mutual Funds Stier Cook-Verstärker Bynum Stier Copeland Fonds Stier Gegenposten Gegenseitige Fonds Stier Überdachte Brücke Fonds, Der Stier Cozad Small Cap Wert Fonds Stier CRA Fonds (Gemeinschaft Reinvestition Act) Stier Crawford Mutual Funds (Crawford Investment Council) Stier Credit Suisse Asset Management US-Fonds Stier CRM Fonds Stier Crow Point Hedged Global Equity Stier Cullen Fonds Stier Cutler Trust Stier CVR Portfolio Fonds (Forum Funds) Stier CWC Small Cap Aggressive Wert Stier Dana Fonds Stier Daven Funds Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Fonds Stier Discretionary Managed Futures Stier Diversified Risk Stier Dodge amp Cox Fonds Stier Domini Social Stier DoubleLine Fonds Stier Dreyfus Stier Driehaus Mutual Funds Stier Dunham Fonds Stier DWS Fonds Stier Eagle Familie von Fonds Stier Eagle MLP Stategy Stier EAS Crow PointGenesis Alternativen Stier Eaton Vance Stier Edgewood Fonds (Advisors Inner Circle) Stier EIC Wert (Fundvantage Trust) Stier Elessar Fonds Stier Emerald Mutual Funds Stier Empiric Funds Stier EP Fonds Stier Dreikönig Funds Stier Equinox MutualHedge Futures Strategie Stier Essex SmallMicro Cap Growth Fonds Stier EuroPac Fonds Stier EuroPacific Growth Fund Stier European Equity (Fenimore Asset Management) Stier FBP Funds (Flippin, Bruce Amp Porter) Stier Föderierte Fonds Stier Fidelity Investments Stier Fidelity Fund (FBP) Funds Stier FMI Funds Stier Abdrücke Entdecken Wert Stier Forester Kapitalmanagement Stier Fortress Fonds (Bandon Funds) Stier Fortunatus Protactical Funds Stier Forum Fonds Stier Vorwärts Fonds Stier FPA Fonds Stier FQ Fonds Stier Franklin Templeton Fonds Stier Franklin Templeton Offshore Fonds Stier Frontier Fonds Stier Frost Mutual Fund Familie (Advisors Inner Circle II) Stier Fundamental Investoren Stier FundVantage Trust Funds Stier FundX Fonds Stier FX Strategy Fund, Der Stier Gabelli Fonds Stier Galapagos Partner Stier GAMCO Investoren (Gabelli) Stier GaveKal Wissensführer Stier Genf Advisors Fonds Stier Gerstein Fisher Funds Stier GinkGo Multi-Strategie Fonds Stier Giralda Risiko Managed Wachstum Stier GL Makro Performance Stier Glenmede Portfolio Stier Golden Capital Management (Forum Funds) Stier Good Harbor Fonds Stier Gotham Funds (Fundvantage Trust) Stier Grandeur Peak Fonds Stier Granit Hafen Fonds Stier Grant Park Fonds Stier Graty International Growth Fund Stier Green Century Stier Greenspring Fund (IndexIQ) Stier Growth Fund von Amerika Stier Guggenheim Investments Stier GuideStone Fonds Stier Guinness Atkinson Fonds Stier GWampK Investment Manager Stier Hamlin High Dividend (Advisors Inner Circle) Stier Hancock Horizon Funds (Advisors Inner Circle II) Stier Hanlon Funds Stier Hansberger International Series Stier Hafen Fonds (Shenkman Funds) Stier Harding Loevner Fonds für US-Investoren Stier Hartford Fonds Stier Harvest Funds (Advisors Innerer Kreis) Stier Hatteras Alternativer Fonds Stier Haverford Qualitätswachstum (Advisors Inner Circle) Stier HCM (Howard Capital Management) Fonds Stier Heartland Funds Stier Henderson Global Funds Stier Hennessy Fonds Stier Highland Funds Stier HM Payson Total Return (Forum Funds) Stier Hodges Mutual Funds Stier Homestead Funds Stier Horizon Active Funds (AdvisorOne) Stier Horizon Kinetics Funds Stier Hotchkis Verstärker Wiley Stier HSBC Investor Fonds Stier Huber Fonds Stier Hussman Funds Stier Icon Funds Stier Iman Fund (Allied Asset Investors) Stier IMS Capital Management (360 Fonds) Stier Income Fund Von Amerika Stier IndexIQ Fonds Stier Inflation Hedges Strategie Stier ING Investments (Siehe Voya) Stier Innealta Captial Funds Stier Integrität Viking Fonds Stier Intermediate Bond Fund von Amerika Stier International Growth und Income Fund Stier Intrepid Capital Funds Stier Invesco AIM Fonds Stier Investment Company of America Stier Investment Stipendien Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier (Saratoga Fonds) Stier Janus Fonds Stier Jensen Fonds Stier John Hancock Fonds Stier JP Morgan Fonds Stier Jubak Global Equity Stier Kaizen Hedged Stier KCM Makro Trend Stier Keeley Fonds Stier Kellner Capital Funds Stier KF Griffin (KFG) Stier Kinetics Mutual Funds (Horizon) Stier Kopenik Global (Advisors Inner Circle II) Stier Larkin Point Equity Preservation Fonds Stier Lateef Fund (Fundvantage Trust) Stier Laudus Fonds (Schwab) Stier Lazard Asset Management Open End Fonds Stier LKCM Fonds Stier Leader Kapital Fixed Income Fonds Stier Leadsman Capital Bull Leland Funds ( Ehemals Good Harbor Funds) Stier Leuthold Funds (Rafferty Capital Markets) Stier Lifetime Achievement Fund Stier Limitierte Limit Steuer-Ex Bond Fund von Amerika Stier Linde Hansen Contrarian Wert Stier Litman Gregory Masters (Institutional Class Funds) Stier LJM Konservierung amp Growth Funds Stier LMCG Global Institutional (Forum Funds) Stier LoCorr Fonds Stier LongBoard Fonds Stier LongLeaf Partner Fonds Stier Loomis Sayles Stier Lord Abbett Stier LS Theta Stier LSV Mutual Funds (Advisors Inner Circle) Stier Lyrical US Funds Stier Madison Fonds Stier Mainstay Investments Stier Mairs amp Power Funds Stier Makefield Managed Futures Strategie Stier Manager Fonds Stier Manning amp Napier Stier Marathon Wert Portfolio Stier Mariner Managed Futures Strategie Stier Marsico Fonds Stier Matrix Advisors Wert Fonds, Inc. Stier Matthew 25 Fonds Stier Matthews Asien Fonds Stier MD Sass Stier Meeder Fonds Stier Merger Fonds Stier Meridian Fonds Bull Merk Funds (Forum Funds) Stier MFZ Fonds Stimmungsstier MFS Fonds Stier Midas Fonds Stier Milestone Treasury Verpflichtungen (AdvisorOne) Stier Miller Convertible Funds (Wellesley Investment Advisors) Stier Monetta Trust Mutual Funds Stier Monongahela Capital Management (Forum Funds) Stier Moderne Technologie Fonds (Belvedere Funds) Stier Monte Chesapeake Fonds (Mariner Hyman) Stier Motley Fool Fonds Stier Mount Lucas US (Fundvantage Trust) Stier Muhlenkamp Fund Stier Munder Fonds Stier Mundoval Fonds Stier Mutual Funds Serie Trust Stier Mutual Serie Fonds (Franklin Templeton) Stier MutualHedge Equinox Futures Strategie Stier Nationwide Fonds Stier Natixis Fonds Stier Navigator Fonds Stier New Economy Fund Stier Newfound Fonds Stier New Perspective Fund Stier New World Fund Stier Nicholas Fonds Stier Nile Capital Investoren Trust Stier North Star Funds Stier Northern Funds (Northern Trust) Stier Northern Lights Fund Trust Stier Northern Lights Fund Trust II Stier Nordlichter Fund Trust III Stier Nordlichter Gegenseitige Fonds Serie Trust Stier Nordlichter Zwei Straßen Gemeinsamer Trust Stier NorthPointe Capital (Advisors Inner Circle Fund III) Stier Nuance Investments Mutual Funds Stier Nuveen Investments Stier Oak Ridge Fonds Stier Oakmark Fonds Stier OakTree Fonds Stier Oakseed Opportunity Stier OCM Gold Fonds Stier Olstein Fonds Stier Optimale Fonds (Delaware Investements) Stier Obstgarten Kleine Cap Wert Stier Orinda Mutual Funds Stier OShaughnessy Asset Management Stier Osterweis Capital Management Stier Pacific Financial Funds Stier Palmer Square Stier Panther Small Cap Fonds Bull Paradigm Funds Stier Parnassus Investments Stier Patriot Fund Stier Pax World Funds Stier Payden Amp Rygel: Payden Mutual Funds Stier Payson Total Return (Forum Funds) Stier PCS Commodity Strategie Stier Birne Baum Funds Stier Penn Capital Funds Stier Perimeter Kleine Cap Chancen Stier Perimeter Small Cap (Pazifische Investitionsberater) Stier PIMCO (Pacific Investment Management Co) Stier PFZ (Pacific Investment Management Co) Stier PXO (Pacific Investment Management Co) Stier Pixes Fundament Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Stier Wisconsin Capital) Stier Polaris Global Value (Forum Funds) Stier Polen Fonds (Fundvantage) Stier Poplar Forest Funds Stier Portfolio 21 Global Equity Fund Stier Power Income oder Dividenden Fonds Stier Praxis Fonds (MMA Praxis) Stier Preis, T Rowe Stier PRIMECAP Odyssey Funds Stier Prigeton Fund Advisors (Athena Value) Stier Princeton Futures Strategie Stier Principal Funds Stier Private Capital Management (Fundvantage) Stier Wahrscheinlichkeiten Fund Bull Professionell Managed Portfolios - Becker Fonds Stier Profit Fonds Investment Trust, Der Stier ProFunds Stier Provident Mutual Funds Stier PSI Fonds Stier PTA Umfassende Alternativen bull Putnam Investments Stier Quäker Fonds Stier Rainier Fonds Stier Ramius Fonds (Aristoteles) Stier Raylor Managed Futures-Strategie (Taylor Xplor) Stier RBB Fonds, Die (Boston Partners) Stier RBC Fonds Global Asset Management Stier Reaves Utility Amp Energie (Advisors Inner Circle II ) Stier Redwood Managed Volatility Fonds Stier Regal Total Return Fund Stier REMS Immobilien Portfolios (Der World Funds Trust) Stier Renaissance Large Cap Growth Fund Stier RESQ Fonds Stier Rice Hall James (RHJ) Fonds (Advisors Inner Circle) Stier Ridgeworth Investments Stier Risiko X (RX) Fonds Stier Riverbridge Growth Stier RiverNorth Fonds Stier Riverpark Fonds Stier Rivington Diversified Funds (Fundvantage Trust) Stier RMB Capital Management (früher Burnham) Stier RNC Genter Dividend Einkommen Stier Robeco Boston Partner Stier Robert W Baird Fonds (Baird Fonds) Stier Roge Partners Fonds Stier Rothschild Lärchen Lane (Advisors Inner Circle III) Stier Royce Fonds Stier RPg Schwellenmarkt Sektor Stier RS Fonds Stier Rydex Fonds (Guggenheim Investments) Stier RX Fonds Trust (Risiko X) Stier S1 Fund Stier Salient Partner Salient MF Trust Stier Sandelholz Opportunity Stier Sords Capital (Berater Inner Circle) Stier Saratoga Fonds Stier Satuit Fonds (Tocqueville) Stier Schneider Fonds Stier Schooner Fonds Stier Schröder US Mutual Funds Stier Schwab Fonds Stier Schwartz Wert Fonds (Ave Maria) Stier Scotia Dynamic US Growth (RBB Funds) Stier Scout Fonds Stier Seafarer Funds Stier Segall Bryant Verstärker Hamill Stier SEI Funds Stier Ausgewählte Fonds (Teil Davis Funds) Stier Semper MBS Fonds Stier Sextant Mutual Funds (Teil der AmanaSaturna Familie) Stier SFG Futures Strategie Stier Shelton Funds Stier Shenkman Funds (siehe Hafen Fonds) Stier SkyBridge Dividend Value (Fundvantage Trust) Stier Sierra Funds Stier SignalPoint Global Alpha Stier SilverPepper Fonds Stier Skyline Special Equities Portfolio Stier Smallcap World Fund Stier Smead Wert Fonds Stier Smith Gruppe Fonds Stier Schnee Kapital Familie von Fonds Stier Sound Shore Fund Stier SouthernSun Fonds Stier Steinberg Asset (RBB Funds) Stier SunAmerica Mutual Funds Stier SuperFund Managed Futures (Equinox) Stier Stipendiaten Stolzer Starker Stipendiaten Stier Stier Stier Nachhaltige Chancen Stier Schwan Defined Risk Fonds Stier Systematische Fonds Stier T Rowe Preis Stier Taktische Asset Allocation Stier Steuer-Emempt Fonds von CAMDVA Stier Steuer-Freigegeben Bond Fund of America Stier Taylor Xplor Managed Futures Stier TCM (Tygh Capital Management) Growth Funds Stier TCW Galileo Funds Stier Teberg Fund Stier TETON Westwood (GabelliGAMCO) Stier TFS Fonds Stier THB-Thomson Horstmann amp Bryant (Advisors Inner Circle) Stier Third Avenue Stier Thomas White Funds Stier Thompson IM Stier Thornburg Investment Management Stier TimeSquare International Small Cap Fund Stier Timothy Plan Stier Tip Funds (Turner Investments) Stier Tocqueville Fonds Stier Toews Hedged Funds Stier Toreador International Funds (Der World Funds Trust) Stier Torray Fund Stier Schildkröte Kapital Berater Stier Touchstone Investments Stier Towle Deep Value Fund Stier Transamerica Fonds Stier Tributary Fonds Stier Trilogie Fonds Stier TSampW Equity Portfolio (Adventors Inner Circle) Stier Turner Investments (TIP Funds) Stier Tweedy, Browne Mutual Funds Stier Zwei Eiche Diversified Growth Amp Grösse Stier Zwei Straßen Gemeinsamer Trust Stier US Global Investors Stier US-Regierung Securities Fund Stier Ultimus Manager Trust Stier Union Street Partners Wert ( Der Weltfonds-Vertrauen) Stier USA Gegenseitige (früher Vizefonds) Stier Valley Forge Fund Stier Wert Line Stier Van Eck Fonds Stier Vanguard Gruppe Stier Vice Funds (siehe USA Gegenseitige) Stier Sieg (VCM) Fonds Stier Villere Fonds (Quäker) Stier Virtus Investment Partners Bull Vista (VRM) Listing Private Equity Stier Vivaldi Merger Arbitrage Stier Voya Investment Management (früher ING) Stier Vulcan Value Partners Stier Waddell amp Reed Advisors Stier Wasatch Fonds Stier Washington Gegenseitige Investoren Stier Wellenlänge Stier WBI Investments Stier WCM Fonds Stier Weitz Investment Management Funds Stier Wellesley Investment Advisors (Miller Convertible Funds) Stier Brunnen Fargo Advantage Fonds Stier West Shore Real Return Einkommen Fonds Stier WestCore Fonds (Denver Investments) Stier Westport Fonds Stier Westwood Fonds (Advisors Inner Circle) Stier WHV Fonds (Fundvantage Trust) Stier William Blair Fonds Stier Williamsburg Investment Trust: FBP Funds Stier Williamsburg Investment Trust: Davenport Fonds Stier Wilshire Mutual Funds Stier Wintergreen Fonds Stier Wisconsin Capital Funds (Plumb Funds) Stier World Funds (Pax) Stier World Funds Vertrauen, die (First Dominion Capital) Stier Wright Managed Funds Wright Investoren Service Stier Yacktman Fonds Stier Zacks Fonds Stier Zeo Strategische Einkommen Stier Zevenbergen Fonds Hinweis: Anleger sollten die Anlageziele, Risiken, Gebühren und Aufwendungen der Investmentgesellschaft sorgfältig vor der Investition zu berücksichtigen. Um diese oder andere Informationen über einen bestimmten Investmentfonds zu überprüfen, fordern Sie bitte einen Prospekt von der Fondsgesellschaft oder Trading Direct an, bevor Sie eine Bestellung eingehen. FundVest ist eine eingetragene Dienstleistungsmarke von Pershing, LLC. AN ERFAHRTES TEAM Ajay Ahuja CFO COO Ajay ist Eaton Partners Chief Operating Officer und Chief Financial Officer mit über 20 Jahren Berufserfahrung in der Verwaltung von Rechnungswesen, Finanzen und Operationen für Finanzinstitute und Alternative Vermögensverwalter. Er hat Führungspositionen in den Bereichen Asset Management und Handelsinstitute (Korrespondenz Clearing, Global Custody und Rohstoffe) und Unterstützung von Private Equity - und Hedge-Fond-Unternehmen für mehrere Strategien, einschließlich Small-Cap-Aktien, globales Makro, strukturierte Produkte und notleidende, unterstützt Vermögenswerte (CDOs) und Fixed Income. Ajay begann seine Karriere als Finanzmanager bei Morgan Stanley und in der öffentlichen Rechnungslegung bei KPMG. Ajay erhielt seinen MBA von der Stern School of Business an der New York University in Finanzen und Management und ein BBA (Magna Cum Laude) vom Baruch College, mit einem großen in Buchhaltung. Er ist auch als Certified Public Accountant akkreditiert und hält Serien 28 und 99 Lizenzen mit FINRA. Chrystalle leitet die Projektmanagement-Bemühungen für die Firmen Hedge Funds amp Public Market Strategies Gruppe sowie ihre Direct Investment Angebote. Sie arbeitet eng mit Kunden über Marketingstrategie, Sicherheitengestaltung und Produktpositionierung zusammen. Sie hat über 15 Jahre Erfahrung in der Finanzdienstleistung, von denen 13 Marketing-Investitionsprodukte an institutionelle Investoren ausgegeben haben. Chrystalle ist der Autor und Mitverfasser von mehreren Artikeln zur Anhebung des institutionellen Kapitals, die in Absolute Return, Bloomberg Markets und HFM Investor Relations vorgestellt wurden. Vor seinem Eintritt bei Eaton Partners war Chrystalle Senior Investor Relations Associate bei QFS Asset Management, einem 1,4 Milliarden systematischen globalen Makro-Hedgefonds. Zuvor war sie Teil der Business Development Services und Fixed Income Produktmanagement Teams bei Goldman Sachs Asset Management, wo sie sich auf Marketing und Client Service konzentrierte. Sie begann ihre Karriere bei Lazard Asset Management in der Buchhaltung und trat später der institutionellen Marketing-Gruppe. Chrystalle graduierte cum laude von der New York University Stern School of Business, wo sie einen BS in Wirtschaftswissenschaften und International Business erhielt und war ein Stern Gelehrter. Sie ist ein Chartered Financial Analyst und hält Serien 7, 63 und 31 Lizenzen mit FINRA. Caroline Applegarth Origination Marketing Associate Caroline konzentriert sich auf Eaton Partners kreative und Origination Marketing-Bemühungen. Sie bringt der Firma einen starken Hintergrund bei Event Management und Verwaltungskoordination mit Erfahrung bei der Atlantic Media Company in Washington, DC, Duke University Athletics in Durham, NC und Winston Flowers in Greenwich, CT. Caroline war eine Public Relations Intern für das US Department of States Office des Global AIDS Coordinator und sie hat eine Reihe von freiberuflichen und beratenden Positionen in den Bereichen Design, Social Media und Marketing. Caroline verdiente ihr BA in der biologischen Anthropologie und Anatomie von der Duke University. Sie erhielt ein Digital Graphic Design Certificate von Pace University, mit zusätzlichen Design-Kursarbeit von New Yorks School of Visual Arts. John Baclawski konzentriert sich auf die Verteilung der Firmen Private Equity, Immobilien und Immobilien Assets. Er hat über 7 Jahre Erfahrung im Investment Banking und Kapitalbeschaffung. Vor seinem Eintritt bei Eaton arbeitete John als Associate bei Wells Fargo Securities in Immobilien-Aktienkapitalmärkten. Er arbeitete auch bei HFF, LP, die Eigenkapital - und Fremdfinanzierungen für gewerbliche Immobilienkunden erwarb. Zuvor arbeitete er als Senior Investment Banking Analyst bei Cantor Fitzgerald, beriet und Kapital für Kunden in den Bereichen Finanzinstitute, Immobilien und erneuerbare Energien. John begann seine Karriere als Investment Banking Analyst für Bear, Stearns amp Co als Teil der Strategic Finance Group. John verdiente seinen Bachelor of Arts-Abschluss an der Colgate University und war Mitglied der History Honours Society (Phi Alpha Theta). John ist ein Eagle Scout und verbrachte einen Winter als professioneller Skilehrer in Beaver Creek, CO. John hält die Series 7, 79 und 63 Lizenzen mit FINRA. Josh Barenbaum konzentriert sich auf die Verteilung der Firmen Private Equity, Immobilien und Immobilienvermögen. Er hat 13 Jahre diversifizierte Management - und Investitionserfahrung. Vor seinem Eintritt bei Eaton Partners war er Vizepräsident bei Kayne Anderson, wo er sich auf direkte Mezzanine-Investitionen konzentrierte. Zuvor arbeitete er als Associate bei Versa Capital, wo er die Kontrollinvestitionen in krankheitsbedingten Situationen abschloss. Josh hat auch Erfahrung im Investment Banking mit Merrill Lynch und Strategieberatung mit Booz Allen Hamilton. Josh absolvierte die Yale University mit einem BA in der Politikwissenschaft, absolvierte ein Fulbright Stipendium in Südkorea und verdiente seinen MBA von der Wharton School an der University of Pennsylvania, wo er in Finanz - und Rechnungswesen tätig war. Josh hält Serien 7 und 63 Lizenzen mit FINRA. Sarah ist Teil des Projektmanagement-Teams und konzentriert sich auf die Firmen-Anstrengungen und die Durchführung der verschiedenen alternativen Fonds, die von der Firma vermarktet werden. Sie hat über 11 Jahre Erfahrung in Finanzdienstleistungen, darunter sechs Jahre Marketing-Investitionsprodukte. Bevor sie zu Eaton Partners kam, verbrachte sie fünf Jahre bei Goldman Sachs Asset Management, wo sie als Vice President und Client Portfolio Manager tätig war. In dieser Rolle war sie verantwortlich für die Anhebung von Vermögenswerten aus institutionellen, privaten Vermögensgegenständen und Drittanbietern in den von der Gesellschaft entwickelten und aufstrebenden Marktaktien und Immobilienstrategien, die über 7,0 Milliarden an verwalteten Vermögenswerten betragen. Zuvor arbeitete sie bei JPMorgan Private Bank als Assistant Portfolio Manager, wo sie sich auf Portfolio-Management der Firmen Privatkunden-Konten konzentrierte. Sie begann ihre Karriere als Praktikantin für das Thomas G. Labrecque Smart Start Programm bei JPMorgan Chase, nachdem sie ein volles College Stipendium erhalten hatte. Sarah erhielt einen BS in Finance und Accounting von der New York University Stern School of Business, wo sie Magna Cum Laude absolvierte. Sie ist ein CFA Charterholder und hält Serien 7 und 63 Lizenzen mit FINRA. Zack Craumer konzentriert sich auf die Durchführung von verschiedenen alternativen Anlageprodukten, die von der Firma vermarktet werden. Er hat 6 Jahre Erfahrung im Finanzdienstleistungssektor. Vor seinem Eintritt bei Eaton Partners arbeitete Zack als Analyst bei der J. P. Morgan Investment Bank und entwickelte eine neue Berichterstattung, um Familienunternehmen, die sich auf Direktinvestitionen konzentrierten, zu beraten. Zack begann seine Karriere bei J. P. Morgan Private Bank, wo er Ultra High Net Worth Einzelpersonen innerhalb der Financial Sponsor Community über alle Aspekte ihres persönlichen Reichtums beriet. Zack absolvierte die Colgate University mit einem BA in Psychologie. Er hält Serien 7, 79 und 63 Lizenzen mit FINRA. Michael Crawford leitet das Immobilien-Fundraising-Team und konzentriert sich auf einige der Private Equity - und Real-Asset-Strategien bei Eaton Partners. Er hat über 28 Jahre Erfahrung in alternativen Investitionen. Vor seinem Eintritt bei Eaton Partners war er in der Private Capital Markets Group bei Robertson Stephens tätig, wo seine Branchenabdeckung öffentliche Immobilien - und Healthcare-Unternehmen beinhaltete, die speziell das Private-Equity-Kapital für öffentliche REITs und private Beteiligungen an öffentlichen Aktien (PIPES) aufstellten. Zuvor war er als Vizepräsident, Institutional Equities bei Paine Webber tätig. Er begann seine Karriere bei Cabot, Cabot amp Forbes in Boston, wo er für die Geschäftsentwicklung der Firmen Immobilienberatung und Asset Management Services verantwortlich war. Michael erhielt einen MBA in Finanzen und Immobilien von der Columbia University Graduate School of Business und ein BA in Englisch von Brown University. Er hält Serien 7 und 63 Lizenzen mit FINRA. Er ist auf dem Board of Overseers für das Joslin Diabetes Center in Boston, Massachusetts. Jeffrey S. Davis Partner Jeff leitet die Durchführung und das Projektmanagement weltweit für Eaton Partner aus unserem Büro in Rowayton. Neben der Positionierung und Verpackung bestimmter Produkte für den Vertrieb konzentriert sich Jeff auf die Produktentstehung innerhalb von Eatons Private Equity und Real Asset Silos. Er hat 20 Jahre Erfahrung in der Finanzdienstleistung, von denen 16 in Alternativen ausgegeben wurden. Vor seinem Eintritt bei Eaton Partners arbeitete er bei Capital Dynamics, einem Schweizer Private Equity Advisor und einer Fondsplattform. Dort konzentrierte er sich auf das Screening und empfahl Private Equity Strategien für institutionelle Klientel. Zuvor war er bei GE Equity im Bereich Neugeschäft, Underwriting und Asset Management im Hinblick auf GEs Direct Venture Capital Investments tätig. Er begann seine Karriere im Jahr 1994 mit Bankers Trust in Asset Management, gefolgt von drei Jahren im Immobilien Investment Banking bei der Deutschen Bank. Jeff erhielt einen MBA in Finance von der Fuqua School of Business an der Duke University und einem BA von der Brandeis University. Er hält auch Series 7 und 63 Lizenzen mit FINRA. Eric konzentriert sich auf die Entstehung und das Projektmanagement für verschiedene alternative Anlageprodukte mit Schwerpunkt auf Private Equity, Immobilien und Immobilien. Er hat 11 Jahre Kapitalmärkte und finanzielle Beratungserfahrung, von denen acht mit alternativen Investitionen ausgegeben wurden. Vor seinem Eintritt bei Eaton Partners im Jahr 2015 unterstützte er die LB Group, LLC, eine Privatplatzierungsfirma, in der er entstanden, verpackt und institutionelles Kapital für alternative Investmentfonds erworben hat. Zuvor war Eric Associate bei Lehman Brothers, der sich auf Investment Banking, Vertrieb und Strukturierung in der Global Commercial Real Estate Group konzentrierte. Während bei Lehman führte Eric CMBS, CRE CDO und andere strukturierte Finanzierungsangebote. Er begann seine Karriere bei Ernst amp Young LLP, wo er an institutionellen Kundenverpflichtungen für strukturierte Finanzberatungsleistungen arbeitete. Eric erhielt ein B. S. Grad mit einer Konzentration in Finanzen und Recht, und ein Minderjähriger in Wirtschaftswissenschaften von Ithaca College. Er ist ein CAIA Charterholder, CFA Level III Kandidat und hält Series 7, 24, 63, 79 Lizenzen mit FINRA. Olivia bietet Marketing-Verteilung Unterstützung für die Unternehmen öffentlichen Marktstrategien Fundraising-Team. Bevor sie zu Eaton Partners kam, arbeitete sie als Assistentin bei McQuay International, wo sie die Rezeption und die administrative Unterstützung erhielt. Sie begann ihre Karriere als Medienbibliothekärin am Madison Square Garden. Olivia erhielt eine BA in Kommunikation und Kunstgeschichte von Marist College. Charlie gründete 1983 Eaton Partners und war ein Pionier des Platzierungsagentenkonzepts. Zuvor war er in Forschung und institutionellen Verkäufen bei Mitchell Hutchins, Morgan Stanley und H. C. Wainwright amp Company, wo er war ein Partner zu der Zeit Wainwright wurde die oberste institutionelle Forschungsfirma im Land eingestuft. Er begann seine Karriere als Investment Research Officer bei Morgan Guaranty Trust Company (Vorgänger von J. P. Morgan Investment Management). Charlie absolvierte Washington und Jefferson College und erhielt einen MBA von der Columbia University Graduate School of Business. Er hält die Serie 7,63 und 99 Lizenzen mit FINRA. Er diente als erster Leutnant in der U. S. Armee-Rüstungsbranche. Charlie ist ein ehemaliger Treuhänder von Washington und Jefferson College. Er hat auch als Kampagnenstuhl des Darien Community Fund gedient und ist derzeit aktiv mit Operation Comfort von San Antonio und The Wounded Warrior Project, beide für schwer verwundete Tierärzte beteiligt. Steven D. Eaton Partner Steve focuses on the distribution of the firms private equity, real estate and real assets offerings. He has 16 years of experience in the financial services industry, working in both the buy-side and the sell-side of the market. Prior to joining Eaton Partners, he was a Director at C6 Capital, a Moscow-based investor of renewable energy projects, where he was in charge of business development. Previously, he worked for Montrose Food and Wine in Shanghai, China, Invesco Funds Group and Citigroup Diners Club. He has several years of experience living and working in emerging market countries, namely China, Russia and Ukraine. Steve graduated from Bucknell University with a BA in Economics, and earned a Master of International Affairs degree from Columbia University, where he focused on Energy Policy and Business in Emerging Markets. He holds Series 7, 6, 63 and 106 licenses with FINRA. Leanne Erickson CCO Leanne is Chief Compliance Officer for the firm and manages the CRM database. She has over 17 years of experience in the financial services industry. Prior to joining Eaton Partners, she was an assistant at the law firm of Brody Wilkinson where she coordinated and handled all legal matters that included mergers, corporate employment and pension plans. In addition to her legal background, Leanne previously worked at Walter C. King Associates, providing assistance in financial planning and corporate tax returns. Leanne received her BS in Office Administration from Southern New Hampshire University. She holds Series 7, 63, 24, and 99 licenses with FINRA. Megan B. Felipe Accounting Clerk Megan provides accounting support for the firm. She has over 15 years of experience in accounting and administration. Prior to joining Eaton Partners, Megan was a Consultant and an Associate at Pequot Capital Management, where she was responsible for coordinating documentation for completion of financial statements and maintaining financial, legal, and accounting files. Megan began her career as an Office Assistant with Titanus, where she was responsible for processing accounts payable and receivable and coordinating the full order chain process for clients. John focuses on the distribution of the firms hedge fund and public market strategies and has more than 12 years of institutional marketing and business development experience within alternative investments. Prior to joining Eaton Partners, John was a senior member of the investor relations and marketing team for Select Equity Group, Inc. a multi-billion dollar equity hedge fund sponsor where he focused on institutionalizing the firms investor relations and marketing efforts. Previously, John held various business development roles within asset management and prime brokerage at J. P. Morgan Asset Management and Bear Stearns amp Co. John was an associate with Citigroups Corporate Client Advisory Group, where he was responsible for marketing the teams traditional and alternative multi-manger investment platform. He began his career as a marketing specialist for OutlookSoft Corporation, a former GE Capital, Merrill Lynch Ventures, and FirstMark Capital portfolio company which was sold to SAP in 2007. John received a BA from Colgate University and an MBA from Columbia Business School, where he earned Deans Honors. He holds both Series 7 and 63 licenses with FINRA. Marie Ferreira provides marketing distribution support for the firms public market strategies fundraising team. Prior to joining Eaton Partners she was a Marketing Assistant at Barnum Financial Group, an office of MetLife where she provided ongoing support for two of the firms leading Certified Financial Planners. She began her career as a Fund Accountant II at The Gemini Companies on Long Island where she was responsible for daily monitoring of mutual funds and nightly NAV calculation. Marie received her BA in Marketing from Hofstra University. C. Ulises Flores Partner Ulises focuses on fund origination, screening, due diligence and packaging of various alternative products for distribution with an emphasis on real estate and real assets. He has 16 years of financial services and corporate experience, ten of which have been spent in the private equity industry. During his time at Eaton Partners, he has covered primarily real estate, real assets and hedge fund strategies. Prior to joining Eaton, he worked at Servicios Quirurgicos, an exclusive distributor for Tyco Healthcare, a U. S.-based public conglomerate where he oversaw logistic and distribution efforts. He began his career at Grupo Alza in their production and operations units overseeing system implementations and production execution. Ulises received an MBA in Finance from Fordham University, where he graduated with honors and was recipient of the Hitachi Scholarship for Academic Merit. He has a degree in Industrial Engineering from Universidad Rafael Landivar. He holds Series 7 and 63 licenses with FINRA. Ulises also holds Mexican citizenship and is fluent in Spanish and English. Scott Froehlich leads Eatons Public Markets Origination effort where he focuses on sourcing, building and strengthening Eatons relationships with top Hedge Fund and Long Only managers. He has 20 years of financial services experience, 8 of which have been spent directly allocating to hedge funds and marketing single strategy hedge fund products. In addition, he has 10 years combined experience across fixed income derivatives trading and equity research. Prior to joining Eaton Partners, Scott led Marketing and Investor Relations at Artha Capital, a LS Emerging Markets manager with a peak assets in excess of 2B. Previously, he spent 4 years at UBP as an Executive Director responsible for manager research and portfolio construction in the LS Equity space. Prior, Scott spent 5 years in Equity Research at ING Investments and CKM Investments. He spent the first 5 years of his career trading Fixed Income Derivatives at HSBC in New York and London. Scott received an MBA in Finance from Columbia Business School and a BA in English from Boston College. He holds Series 7 and 63 licenses with FINRA. Meg is an Analyst dedicated to the firms hedge fund and public market strategy offerings. She has over seven years of marketing experience and four years of financial services experience. Prior to joining Eaton, she worked as an associate for an event based marketing firm. She began her career as a legal patent associate where she collaborated and worked alongside a team of senior partners. Meg received her BA in Political Science and Criminal Justice from The University of Connecticut. During her time at UConn, she spent a semester abroad studying in Australia, and was an active member of many sports clubs and organizations. Nicole provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraises. She has held various marketing and support roles in the sales industry and has over 10 years of marketing experience. Prior to joining Eaton Partners, she worked in the sports television industry as a senior marketing manager with NBC Sports and Comcast Networks. Nicole received a BS in Business Administration with a minor in Retailing from York College of Pennsylvania. Tom leads the hedge fundpublic market strategies fundraising team at Eaton Partners. His responsibilities include originating funds, managing GP relationships, distributing funds to institutions in the northeast U. S. and managing the hedge fundpublic market strategies team. Tom has over 33 years of institutional marketing and financial markets experience. Prior to joining Eaton Partners in 2004, Tom spent 22 years in institutional fixed income sales and sales management most recently at J. P. Morgan where he was a Managing Director and Institutional Sales Manager for liquid debt and derivative products. At Morgan, Toms responsibilities included managing a group of 14 sales professionals and maintaining an institutional client base consisting of insurance companies, banks and asset managers. Tom received his MBA from Boston College in Finance and his BA in Economics from Colgate University. He holds Series 7, 63, 24, 31 and 99 licenses with FINRA. He serves on a number of charitable boards including Domus Kids in Stamford, CT and the Fairfield Museum in Fairfield, CT. Sharon is the firms controller. She has more than 15 years of experience in the financial accounting services. Prior to joining Eaton Partners, she was an AVP at Citi Private Equity Services in New York, where she provided accounting outsourcing services to private equity and broker dealer clients. Previously, she was a Senior Associate at Bisys Private Equity, and Dalessio, Miller amp Leben, LLP. Sharon received a BS in Economics and Business amp Management from Stony Brook University. She holds Series 28 and 99 licenses with FINRA. Elaine Leung Accounts Payable Elaine provides accounting support for the firm. She has over 10 years of experience in full cycle accounts payable. Prior to joining Eaton Partners, Elaine was an Accounts Payable Supervisor at Shared Mutual Services, where she was responsible for managing the Accounts Payable team that handled 15 hotels in the US and UK. Elaine began her career as an Accounts Payable Associate with The Western Hotel and earned her AS degree in Accounting from Norwalk Community College. Will focuses on the firms private equity, real asset and real estate fund distribution. He has over 10 years of experience in the financial services industry. Prior to joining Eaton Partners, Will was an associate at Galatioto Sports Partners, where he focused on professional sports franchise MampA transactions, franchise financing advisory and franchise valuations. He also worked on the firms proprietary credit platform, analyzing professional sports credit opportunities in both the primary and secondary market. Previously, Will worked as an equity analyst at Fred Alger Management. He began his career as an equity analyst at Fulcrum Global Partners before moving onto BBampT Capital Markets. Will received an MBA from Columbia Business School and a BA in History from Princeton University. He holds Series 7 and 63 licenses with FINRA. Megan Markus provides marketing distribution support for our Real Estate, Private Equity and Real Asset Fundraises. She started her career at Colangelo Synergy Marketing working as an Account Executive and Senior Administrative Assistant supporting the creative department. She brings to the firm a strong background in marketing, administrative coordination and sales experience. Megan received a BA in Communications from Keene State College. Al is the Technology Officer at Eaton Partners and is responsible for all aspects of the firms global technology, including communications, networks, applications, tech security and help desk support. With over 20 years of experience in high-level, technical positions, Al spent the last 10 years as VP of Technology for a private equity firm specializing in real estate opportunities. Previously, he has held such positions in a variety of industries, including a technical consulting firm, an international sales and service organization, and a national specialty retail chain. Al began his career working as an engineer, focusing on research and development areas for Fortune 500 companies such as Pitney Bowes, Perkin-Elmer and Applied Bio Systems. He also is named in several patents used in the bio-technology industry. Al received his BS in Electrical Engineering from Fairfield University and his MBA from Sacred Heart University. Wesley Payne is the firms Desktop Support Specialist. In this role, Wesley provides operational and technical support to computer users and interacts with external suppliers of technology. His focus is on installing and configuring personal computers, printers and peripheral equipment, assist with capacity planning for computers and networks. Wesley joined Eaton Partners in 2014 and has more than 10 years of experience in Information Technology. Prior to joining the firm, he held a variety of IT positions including, deployment enterprise technician at Hewlett Packard, and desktop support technician at Unger Enterprises. He began his career in the United States Navy serving 10 years of active duty as an Information Specialist. Wesley received his AS in Network Administration from the University of Phoenix, and A, Network, and MCSE certifications from Porter and Chester Institute of Technology. Michael focuses on advising clients on both the purchase and sale of assets in the secondary market. Previously, he was a Director and Senior Portfolio Manager in the Private Markets Group at DuPont Capital Management, where he helped to manage the DuPont Pension Trusts multi-billion dollar alternative assets portfolio, including private equity and real estate investments, as well as the Wilton Private Equity Fund and DCM Private Equity Fund II, two private equity fund-of-funds. Additionally, Michael was responsible for US and European partnership and secondary investments as well as co-investments, establishing the long-term and tactical investment strategy for the Private Markets Group. He was a member of the Private Markets Group investment committee, which reviewed and approved in excess of 3.5 billion of investments during his tenure, and served on the DCM Fiduciary committee. Previously, Michael was a Vice President in the Private Equity Finance group at Deutsche Banc Alex. Brown and an Associate in the investment banking division at Cowen amp Company. Michael received a BA in Finance from Loyola College and an MBA in Finance from the Johnson Graduate School of Management at Cornell University. He holds Series 7 and 63 licenses with FINRA. Andrew focuses on the distribution of the firms hedge fund and public market strategies. He has 13 years of experience in the financial services industry, mostly in institutional sales and marketing. Prior to joining Eaton Partners, Andrew was Vice President at RBS Securities, working in their high yield amp distressed credit group. At RBS, he was responsible for covering a broad group of institutional credit investors, including hedge funds, mutual funds and CLO managers. Andrew ha s also held similar institutional sales positions at Nomura Securities, Putnam Lovell NBF and Lehman Brothers, where he began in the private investment management group, before transitioning to market the firms private equity fund strategies. Andrew earned his MBA from the University of Virginias Darden Graduate School of Business and his BA in History from Colgate University. He holds both Series 7 and 63 licenses with FINRA. Ryan Still Vice President Ryan Still focuses on the execution of various illiquid funds marketed by the firm and has over 6 years of financial services experience. Prior to joining Eaton Partners, he was an associate at Champlain Advisors, a boutique fund placement agent, where he was responsible for the firms project management efforts. Previously, he spent time in the venture lending space at Square 1 Bank, where he worked as an underwriting analyst and later in strategic planning. Ryan graduated from Georgetown University with a BA in Government. Sean H. Taraz Business Support Administrator Sean is responsible for operational and business support aspects of the firm, including coordinating and assisting with recruiting, training and staffing needs. She has more than 12 years of communications experience, over five of which have been spent in the finance industry. Prior to joining Eaton Partners, she worked for Cablevision as part of their Government and Public Affairs group. Previously, she has worked as a public relations professional for agencies such as Ruder Finn and Dan Klores Communications, working with an array of media, sports, and travel industry clients. Sean received a BS in Television, Radio, and Film Studies from the S. I. Newhouse School of Public Communications at Syracuse University. She also holds a Professional in Human Resources (PHR) Certification. Melissa Teague provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraises. Prior to joining Eaton Partners, she was an Associate Buyer with Lord and Taylor, Inc. in New York City and the Contemporary Buyer for Dillards, Inc. in Fort Worth, Texas. She also interned for Conde Nasts VOGUE Magazine. She has over 7 years of support, marketing and sales experience. Melissa earned her BA in Apparel and Merchandising with a minor in Business Administration from Louisiana State University. Danielle is a Project Management and Origination Analyst with seven years of experience working in the financial services industry. She returns to Eaton from Omega Advisors, where she worked as an Investor Relations Associate. Danielle originally joined Eaton Partners as a Marketing Associate, providing hedge fund distribution support. Prior to Eaton Partners, she worked for Consolidated Contractors Company in Athens, Greece as a plant procurement administrator. Previously, she worked at Hobbs, Inc. as a project estimator and began her career at GVA Williams Commercial Real Estate as a commercial real estate broker and marketing associate. Danielle received a BA in Corporate and Organizational Studies from The University of Connecticut. Jeff leads worldwide origination for Eaton Partners out of our Houston office. He primarily manages the consideration and acquisition of new clients across all investment strategies for the firm. Jeff additionally directs project management efforts for funds focused on energy and other real asset strategies. He has a diverse background in energy investments and over 16 years of experience in the financial industry. Prior to joining Eaton Partners, he was a Director at Constellation Energy Commodities Group leading principal transactions for their natural gas structuring and trading division. Jeff graduated from Duke University with degrees in Economics and History, and received his MBA from Dukes Fuqua School of Business. He recently joined the inaugural Board of Visitors for Dukes new Innovation and Entrepreneurship Initiative. He holds Series 7, 63, 57 and 24 licenses with FINRA and is also licensed with the Financial Conduct Authority (FCA) in Europe. Cortney Meza Marketing Associate Cortney Meza provides marking distribution support for our Private Equity, Real Estate, and Real Asset fundraises. Prior to joining Eaton Partners, she worked for Genesys Works, a non-profit organization, supporting the CEO. She also has a background in law and entrepreneurship. Cortney received a JD from South Texas College of Law and a BA from George Washington University. David focuses on the firms private equity, real asset and real estate fund distribution. He has fourteen years of private equity experience including seven years as an institutional fund investor. Prior to joining Eaton Partners, he was a Director at Morgan Creek Capital Management, where he was a member of the private asset investment team and spearheaded the teams global sales and marketing efforts. While in this role, Davids team raised 1.5 billion in private assets from institutional investors. Previously, he worked for Lehman Crossroads (now NB Alternatives), where he was a member of the investment team covering private equity fund strategies across North America and Asia as an institutional investor. David received an MBA from the University of Texas at Austin and a BE in Electrical Engineering from Vanderbilt University. He holds Series 7 and 63 licenses with FINRA. Shannon provides marketing distribution support. Prior to joining Eaton Partners, she worked for Irish DreamTime, a Los-Angeles based production company, as the Executive Assistant to Pierce Brosnan. Previously, she worked in support of various executives at Bluegrass Films and at Creative Artists Agency. Shannon received a BA (Hons) in Theatre Studies from California State University of Northridge. Allie Flint provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraising team. She has over 6 years of experience in the Financial Industry and she was a partial owner of a Jersey Mikes franchise in Northern California prior to joining Eaton Partners. Allie has previously held the roles of Executive Assistant to the Executive Vice President of Trading at LPL Financial, as well as Research Assistant at Metropolitan West Capital Management in Newport Beach, CA. Allie received her BBA from the University of San Diego with a minor in History. Keith focuses on the distribution of the firms Hedge Fund and Public Market Strategies and has more than 15 years of finance experience. Prior to joining Eaton Partners, he worked as a Senior Vice PresidentCredit Analyst for HSBC Securities. Previously, Keith served as a Senior Vice PresidentCredit Analyst on the Proprietary Trading Desk at Macquarie Capital, a Vice PresidentCredit Analyst at RBS Greenwich Capital Markets, and a Corporate Bond TraderCredit Analyst for Metropolitan West Asset Management. He began his finance career with Patterson Capital Corporation as a Corporate Bond TraderCredit Analyst. Keith earned a BS in Mechanical Engineering, with merit, from the United States Naval Academy in Annapolis, MD and a MBA in Finance from UCLA Anderson in Los Angeles, CA. Notably, Keith served in the United States Navy as a Submarine Officer, where he was awarded two Navy Achievement Medals for outstanding performance of duties. He holds his Series 7 and 63 licenses with FINRA. Keith is also a volunteer US Naval Academy Blue amp Gold Officer, a Qualified Submarine Officer by the US Navy, and a Nuclear Engineer Officer by the United States Department of Energy. Dave is a Senior Advisor for Eaton Partners. Previously, he held the role of Partner, leading Eaton Partners efforts in San Diego, Shanghai, and Hong Kong. Dave has been involved in the full spectrum of the investment management business for over 47 years, with more than 17 years spent with Eaton Partners. During his ten years as an investment analyst and Senior Vice President with H. C. Wainwright amp Co. Dave earned a national reputation and was twice named to a first team position on Institutional Investors All American Research Team. Prior to joining Eaton Partners, he was President of Kenmar Institutional Investment Management President of Marathon Asset Management Co. Senior Vice President for AtalantaSosnoff Capital Corporation and Executive Vice President of RSF Investment Advisers. Dave graduated from the University of Michigan with a BBA degree in Economics and an MBA in Finance. He holds Series 7, 24, and 63 licenses with FINRA and is registered with the SFC in Hong Kong. He was a competitive triathlete who completed 20 full Ironman Triathlons and is a fundraiser for the Challenged Athletes Foundation. Dave is a former member of the Board of Directors of the San Diego County Employees Retirement Association and he is a Chartered Financial Analyst. Peter focuses on fund distribution, monitoring, client servicing and execution of the various alternative funds marketed by the firm. He has over 20 years of diversified management and investment experience, which includes 15 years of direct private equity funds investment experience. Prior to joining Eaton Partners, he was a Managing Director with Macquarie Funds Management, where he led a team of investment professionals structuring, fundraising and investing fund of funds and separate accounts into global PE opportunities. Previously, he was a Director with Pacific Corporate Group, where he advised large and small institutional investors on structuring and investing their private equity programs. He began his career as an Operations Officer in the United States Navy within the surface warfare community. Peter received an MBA from Yale University in New Haven, CT and a BS in Oceanography from the United States Naval Academy in Annapolis, MD. He is also a graduate of the U. S. Naval War College in Newport, RI. He holds Series 7, 63 and 24 licenses with FINRA. Chris focuses on the firms private equity, real asset, and real estate fund distribution. He has 13 years of professional management experience and five years of direct private equity and real estate experience. Prior to joining Eaton Partners, he was a Vice President at Triton Pacific Capital, where he provided strategic advisory and private equity placement services to top-tier private equity real estate and infrastructure managers. Previously, he worked for Heitman, where he was responsible for identifying potential investments for programmatic joint ventures, separate account clients and in-house investment funds. Chris received an MBA from the University of Missouri in Columbia, MO and a BS in Economics from the University of Missouri. He is a CPA and holds Series 7 and 63 licenses with FINRA. Peter Purcell focuses on the firms private equity, real asset, and real estate fund distribution. He has 13 years of experience in the financial services industry. Prior to joining Eaton Partners, Peter was an Assistant Vice President at GE Antares Capital, providing debt and equity capital to private equity owned businesses. Previously, he served as an Investment Banking Associate with Duff amp Phelps, providing MampA and corporate advisory services to the middle market. He also has experience working in strategic finance roles at Fannie Mae and Illumina, where he played a key role in the formation of GRAIL. Peter began his career as an Associate, Assurance amp Advisory with PriceWaterhouseCoopers. Peter received an MBA from the University of Chicago Booth School of Business where he majored in finance and accounting, and a BA in Economics amp Management from Albion College in Albion, MI. He holds Series 7 and 63 licenses with FINRA. Mike focuses on the firms private equity, real asset and real estate fund distribution. He has over 11 years of experience in the financial services industry. Prior to joining Eaton Partners, Mike was Vice President at Altegris Investments, where he was responsible for the distribution of alternative investment strategies in both private and public offerings. Previously, he worked at Goldman Sachs, where he focused on relationship management and fund distribution to top-tier registered investment advisors and brokerdealers. Mike began his career in the financial services industry as a Wealth Management Associate at Rydex Investments, where he educated financial advisors on the importance of implementing alternative investment solutions into their portfolios. Mike received his Bachelor of Arts in Business Management from Gustavus Adolphus College. He holds his NFA Series 3 and FINRA Series 7, 63 amp 65 licenses. Jessica Akyaa provides marketing distribution support for our Private Equity, Real Assets, and Real Estate fundraises. She brings over 10 years of multi-sector support in marketing, and service experience. Prior to joining Eaton Partners. she served as the Office Manager at Sensornet, where she supported the sales, manufacturing, and technology teams in addition to manag ing the office, logistics, and HampS. Previously, Jessica has worked in marketing and business-oriented support roles in the oil amp gas, manufacturing, and retail banking sectors. Jessica earned her BA (Hons) in Human Resource Management from Kingston University. Gianluca DAngelo leads the origination, execution, and distribution of alternative funds for Eaton Partners in Europe. He has over 15 years of financial service experience and has led various entrepreneurial initiatives in different sectors. Prior to joining Eaton Partners, he was a Partner for Probitas Partners UK, a global placement agent, where he was responsible to originate, execute and distribute private equity and real assets funds. Previously, he worked at Credit Suisse Italy in their Private Banking unit in Rome. Gianluca began his career at UBS-Paine Webber in New York. Gianluca received an MBA from University of Geneva and a Masters Degree in Economics from University of Rome La Sapienza and University of Stockholm. He also earned a Certificate in Corporate Finance from the Securities and Investment Institute and a Certificate in Business Accounting from the Chartered Institute of Management Accountants. Gianluca is fluent in English and Italian and has a good knowledge of Spanish. He is licensed with the Financial Conduct Authority (FCA) in Europe. Kaiser Jasrai Managing Director Kaiser focuses on European distribution of the firms private equity, real assets, real estate and hedge fund offerings with over nine years of financial services experience. Prior to joining Eaton Partners, he was a Director for Wedge Alternatives in London, a global boutique placement agent raising institutional capital for private equity, real assets, real estate and hedge funds. Previously, he was Director at Scimitar Private Equity, an emerging markets private equity firm, and at Standard Chartered Bank as Associate Director of Global Institutional Sales in Dubai. Kaiser began his career at UBS Investment Bank in London. Kaiser holds a Masters from the London School of Economics and a BA from the University of Oxford, Hertford College. He is a native English speaker and has basic knowledge of German and Arabic. He is licensed with the FCA in Europe. Patrick ODolan works out of the London office as a Vice President for our Origination team. Prior to joining Eaton Partners, Patrick was an investment manager at Connection Capital, where he was responsible for sourcing, executing and managing Connection Capitals third party alternative fund investments. Prior, Patrick worked for Campbell Lutyens in private equity Fund placement, focusing on origination and execution of buyout, infrastructure and venture capital mandates for European General Partners. He began his career at ING working in Leverage Finance. Patrick earned his Bachelor of Commerce degree from University College Dublin and spent his Erasmus at EDHEC Business College in Nice, France. He is also licensed with the FCA in Europe. Lucy provides marketing distribution support for our Private Equity, Real Assets, Hedge Fund and Real Estate fundraises. She also assists the Origination team in Europe. She brings over 7 years of experience in marketing and client services. Prior to joining Eaton Partners, Lucy held account management positions at advertising agencies including J. Walter Thompson and Proximity London, as well as working within the marketing teams at BSkyB and ITV. Lucy graduated with a first class BA (Hons) Politics Degree from the University of Leeds and also holds a Post-Graduate Diploma in Direct and Interactive Marketing from the Institute of Direct Marketing. James Townend focuses on European distributiondevelopment of firms hedge fund and public market strategies. He has over twelve years experience in the European Financial Services Markets. Prior to joining Eaton Partners he was a Business Development Director for Nomura Asset Management in London, responsible for building a European presence and raising institutional capital for the firms hedge funds. Previously he was an International Financial Advisor at Merrill Lynch, a member of the Multi Manager Team at Global Asset Management, and was also a Consultant at Statistical Decisions Ltd. James holds a Masters MSc (Distinction) in Investment Management from CASS Business School, and a BA from the University of Westminster. He is licensed with the Financial Conduct Authority (FCA) in Europe. Nancy provides marketing distribution support and has over 21 years of administrative support experience with multi-national corporations. Prior joining Eaton Partners, she was administrative assistant at Bank of America Merrill Lynch. Previously, she was office manager at Urban Land Capital Alexander Mann and Stephens Associates, where she provided overall business administration including accounting to financial markets expatriates. She also worked as the business administration executive at Alliance Boots Group for five years, within the retail section on their Healthcare amp Beauty unit. Prior, she was involved in international trading businesses and foreign direct investments in China market. Nancy received a BA (Hons) in Business Administration from the University of Greenwich. She is fluent in Cantonese, Mandarin and English. Jackson focuses on the distribution of the firms alternative assets offerings in Asia. He has more than 15 years of institutional sales and marketing experience in the alternative space. Prior to joining Eaton Partners, Jackson headed the business development function at Hamilton Lane in Asia, where he was responsible for the sales and marketing and client servicing of all the groups alternative solutions and products to Asian investors. Previously, he held similar positions at Ramius, SGAM and SAIL Advisors. Jackson began his career as an investment consultant, working at both Pricewaterhouse Coopers and Tower Watsons, assisting a number of Asian institutional investors in developing their investment strategies, with a focus on alternative assets. Jackson received his Bachelor of Commerce degree in Actuarial Studies from Macquarie University in Sydney, Australia. He has also served as committee member for a number of non-profit associations in HK the most recent one being the Finance and Administration Committee Member for the HK YWCA. Liana provides marketing distribution support in the Hong Kong Office and has over five years of experience in the Financial Industry. Prior to joining Eaton Partners, she was an administrative assistant at Angelo, Gordon Asia Limited. Previously, she was an administrative customer service assistant at Fisher amp Paykel Healthcare Limited. She also worked as a customer service manager at Pureheart Capital Asia Limited for over three years, where she handled professional investor accounts and provided support to the settlement department. Liana started her career at Standard Chartered Bank as a personal financial consultant. Liana received a BA in Business Administration from Jinan University. She is fluent in English, Mandarin and Cantonese. Liana is a licensed representative to conduct Type 1 (Dealing in Securities) regulated activities by the Hong Kong Securities and Futures Commission. Dennis Corcoran Analyst Dennis Corcoran focuses on advisory of both purchase and sale of assets in the secondary market. Dennis first joined Eaton as an Intern assisting the firms project management and origination efforts in China. Prior to joining Eaton, he worked as an account manager and project coordinator in media and communications where he was responsible for raising sponsorship and funds for companys television platform. Dennis also has experience in commercial real estate and in government relations, where he worked as an assistant to a Federal Member of Parliament in Canada. Dennis holds a B in accounting and finance from McGill University. Hitesh Gumnani focuses on the origination and execution of alternative funds in Asia. He has six years of investing and private equity experience. Prior to joining Eaton Partners, Hitesh worked as an associate for HQ Capital, where he invested in private equity funds in Asia across primary and secondary transactions. Previously he served as a Research Associate at Mergermarket Ltd. Hitesh earned his BSc in Financial Management from Upper Iowa University. Hitesh speaks English, Cantonese, Hindi and Sindhi. Chris Lerner leads the origination and execution of alternative funds for Eaton in Asia. He has over 15 years of investment banking and direct investment experience with over 10 billion in completed transactions. Prior to joining Eaton Partners, he was a Managing Partner for Mercer Street Capital, an independent strategic advisory and investment firm. Chris began his career with Citigroup and its predecessor firm, Salomon Smith Barney. He was the firms first investment banking expatriate based in Mainland China and helped established the Asia Pacific Financial Institutions Group. Later, he worked on the corporate buy-side in strategic planning and business development, including for The Timberland Company where he completed the first four acquisitions in that companys history. Chris received an MBA from Columbia Business School and a BA from Tufts University. He also earned a Certificate in Mandarin Chinese from the College of Foreign Languages in Beijing. He holds Series 7, 63, 24 and 79 licenses with FINRA and is also licensed with the SFC in Hong Kong. Ye focuses on fundraising execution in Asia. Prior to joining Eaton Partners, Ye worked at Aurora Capital, a New York-based boutique investment bank, as an Analyst. Ye graduated from the University of Rochester with a BA in Economics and a BS in Applied Mathematics. Ye also attended the London School of Economics in the UK where he interned at a global boutique placement agent, Wedge Alternatives. Robin focuses on the origination and execution of alternative funds in Asia. He has nine years of investing and private equity experience with 900 million in completed transactions. Prior to joining Eaton Partners, he was an Associate at Capital Dynamics in New York, a global private equity asset manager. He began his career with Sterling InfoSystems, where he worked on MampA opportunities and joint ventures to build the firms international capabilities. Robin received a BA from Brandeis University, where he also completed his MA in International Economics and Finance. As part of his studies he also attended the London School of Economics and ESSEC Business School in Paris, France. Robin speaks English, German, Mandarin Chinese, French and Hebrew. Viki Zhong provides marketing distribution support. She has over 3 years marketing management and administration experience in the real estate and education industry. Prior to joining Eaton Partners, she was an assistant to the managing director at an UK-headquartered company PRC in Shanghai, providing accounting support and innovative marketing solutions. Previously, she was a department manager at SISU (Shanghai International Studies University), providing office management, customer service and training program. Viki received a BA in English Language and Literature from SISU (Shanghai International Studies University), where she also studied accounting during her free time. Eaton Partners, LLC, is a Registered Broker-Dealer and a member of FINRA (FINRA. org ), and is also registered as an Introducing Broker with the Commodity Futures Trading Commission and member of the National Futures Association (NFA). Eaton Partners (UK) LLP is authorized and regulated by the Financial Conduct Authority (FCA). Eaton Partners Advisors (HK) Limited is approved as a Type 1 License company under the Securities and Futures Commission (SFC) in Hong Kong. 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