Stefan Fencl, Cfa

Stefan Fencl, Cfa Email and Phone Number

Founder & Chief Investment OfficerLEEP Asset Management
Stefan Fencl, Cfa's Location
Charlotte Metro, United States
Stefan Fencl, Cfa's Contact Details

Stefan Fencl, Cfa work email

Stefan Fencl, Cfa personal email

About Stefan Fencl, Cfa

Investment strategist and leader who possesses financial markets subject matter expertise with exceptional interpersonal skills. Demonstrated ability to understand market trends, analyze economic factors and translate into meaningful strategies for clients, partners and peers. Extensive experience managing client portfolios through various market environments.Specialties: Individual and Institutional Portfolio ManagementRelationship ManagementEconomic AnalysisSecurities AnalysisInvestment Strategy

Stefan Fencl, Cfa's Current Company Details

Founder & Chief Investment OfficerLEEP Asset Management
Stefan Fencl, Cfa Work Experience Details
  • Pnc
    Senior Investment Advisor
    Pnc Sep 2018 - Apr 2022
    Charlotte, North Carolina Area
    Worked with Private Bank clients to develop, monitor and adjust investment portfolios based on each client’s investment goals and objectives. Responsible for identifying appropriate asset allocation, investments, and rebalancing each client’s portfolio. Oversaw approximately $500 million.
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  • First Citizens Bank
    Institutional Portfolio Strategist
    First Citizens Bank Nov 2016 - Sep 2018
    Charlotte, North Carolina Area
    Worked with Institutional clients to develop, monitor and adjust investment portfolios based on each client’s investment goals and objectives. Responsible for identifying appropriate asset allocation, investments, and rebalancing each client’s portfolio. Oversaw approximately $700 million.
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  • Newbridge Bank
    Svp, Corporate/Institutional Deposit & Investment Consultant
    Newbridge Bank Dec 2014 - Dec 2015
    Charlotte, North Carolina Area
    Developed off-balance sheet deposit and investment products for commercial/institutional clients, consisting of third-party money market funds, repo products and enhanced cash strategies; supported wealth management team proscribing investment strategy and client portfolio oversight; met with clients across institutional and wealth platforms to enhance bank relationship; oversaw approximately $200 million.
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  • Square 1 Asset Management
    Vp, Director Of Investment Strategy
    Square 1 Asset Management Feb 2013 - Apr 2014
    Charlotte, North Carolina Area
    Managed off-balance sheet investment strategies for Commercial bank and institutional clients, consisting of third-party repo, money market funds, short term fixed income instruments and other enhanced cash strategies. Oversaw approximately $900 million.
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  • Arboretum Asset Management, Inc.
    Co-Founder, Investment Officer
    Arboretum Asset Management, Inc. Sep 2011 - Feb 2013
    Charlotte, North Carolina Area
    Developed investment platform to provide enhanced cash/short term investment strategies for institutional clients of small- and mid-sized banks; investment strategies consisted of third-party repo, money market funds, short term fixed income instruments and other enhanced cash strategies. Engaged with 4 small- and mid-sized banks to offer these strategies
  • Capital Advisors Group
    Senior Portfolio Manager
    Capital Advisors Group Nov 2005 - Aug 2011
    Newton, Ma
    Worked with Institutional clients to develop, monitor and adjust investment portfolios based on each client’s investment goals and objectives. Responsible for identifying appropriate asset allocation, investments, and rebalancing each client’s portfolio. Oversaw approximately $700 million.
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  • Fidelity Investments
    Fixed Income Trader
    Fidelity Investments May 2003 - Oct 2005
    Cincinnati, Oh
    Worked with retail and high net worth clients to provide advice and guidance on investment strategies based on their investment goals; responsible for building fixed income portfolios for high net worth clients, managing approximately $200 million in fixed income strategies
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  • Fidelity Investments
    Investment Consultant
    Fidelity Investments Mar 2000 - May 2003
    Cincinnati, Oh
    Worked with retail and high net worth clients to provide advice and guidance on investment strategies based on their investment goals; responsible for building fixed income portfolios for high net worth clients, managing approximately $200 million in fixed income strategies
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  • American Express
    Investment Consultant
    American Express Oct 1998 - Feb 2000
    Cincinnati, Oh
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Stefan Fencl, Cfa Skills

Portfolio Management Investments Fixed Income Asset Management Investment Strategies Investment Management Economics Cash Management Financial Services Relationship Management Securities Equities Trading Capital Markets Asset Managment Mutual Funds Asset Allocation Fx Options Strategic Financial Planning Alternative Investments Venture Capital Bloomberg Financial Planning

Stefan Fencl, Cfa Education Details

Frequently Asked Questions about Stefan Fencl, Cfa

What is Stefan Fencl, Cfa's role at the current company?

Stefan Fencl, Cfa's current role is Founder & Chief Investment OfficerLEEP Asset Management.

What is Stefan Fencl, Cfa's email address?

Stefan Fencl, Cfa's email address is st****@****pnc.com

What schools did Stefan Fencl, Cfa attend?

Stefan Fencl, Cfa attended Miami University.

What skills is Stefan Fencl, Cfa known for?

Stefan Fencl, Cfa has skills like Portfolio Management, Investments, Fixed Income, Asset Management, Investment Strategies, Investment Management, Economics, Cash Management, Financial Services, Relationship Management, Securities, Equities.

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