Phil Eichhorn
Analyst-Equity presso Versus Capital Advisors LLC
Profilo
Mr. Philip J.
Eichhorn, CFA, is a Senior Investment Analyst at Versus Capital Advisors LLC.
He is responsible for manager due diligence, portfolio monitoring and attribution, and investment research.
In addition, Mr. Eichhorn is also responsible for data aggregation, process improvements, and automation.
He joined Versus in May of 2021.
Previously, Mr. Eichhorn was a Senior Portfolio Analyst at OppenheimerFunds/Invesco for the Cash Strategies team which managed a suite of $10 billion in mutual funds and separate accounts.
In this role he led trading, was the asset-backed securities analyst, and managed $1 billion in separately managed accounts.
Prior to that he was a Senior Analyst at Innovest Portfolio Solutions, a registered investment adviser, where he performed manager due diligence, performance reporting, and was a member of the Investment Committee.
Before Innovest, Mr. Eichhorn worked in the back office at OppenheimerFunds and was involved in nearly every aspect of fund accounting from NAV Integrity to Trade Settlements.
Mr. Eichhorn graduated magna cum laude with a Bachelor of Science degree in Business Administration from Colorado State University and is a CFA charterholder.
Posizioni attive di Phil Eichhorn
Società | Posizione | Inizio |
---|---|---|
Versus Capital Advisors LLC
Versus Capital Advisors LLC Investment ManagersFinance Versus Capital Advisors LLC (Versus Capital) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded by Mark Qua, Casey Frazier and William Fuhs in 2007 as Welton Street Advisors LLC. In 2022, they became a subsidiary of Colliers International Group, Inc. (TSX: CIGI; NASDAQ: CIGI) in Canada. Versus Capital provides investment advice to the registered funds and to pooled income funds for the benefit of a single non-profit entity. | Analyst-Equity | 01/05/2021 |
Formazione di Phil Eichhorn
Colorado State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
Versus Capital Advisors LLC
Versus Capital Advisors LLC Investment ManagersFinance Versus Capital Advisors LLC (Versus Capital) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded by Mark Qua, Casey Frazier and William Fuhs in 2007 as Welton Street Advisors LLC. In 2022, they became a subsidiary of Colliers International Group, Inc. (TSX: CIGI; NASDAQ: CIGI) in Canada. Versus Capital provides investment advice to the registered funds and to pooled income funds for the benefit of a single non-profit entity. | Finance |
- Borsa valori
- Insiders
- Phil Eichhorn