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Stefan Fencl, Cfa is listed as Founder & Chief Investment OfficerLEEP Asset Management based in Charlotte Metro, United States. AeroLeads shows a work email signal at pnc.com and a matched LinkedIn profile for Stefan Fencl, Cfa.
Stefan Fencl, Cfa previously worked as Senior Investment Advisor at Pnc and Institutional Portfolio Strategist at First Citizens Bank. Stefan Fencl, Cfa holds Bachelor Of Arts, Political Science from Miami University.
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AeroLeads found 1 current-domain work email signal for Stefan Fencl, Cfa. Compare company email patterns before reaching out.
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
Listed skills include Portfolio Management, Investments, Fixed Income, Asset Management, and 19 others.
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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.
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.
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.
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.
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
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.
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
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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Stefan Fencl, Cfa is listed as Founder & Chief Investment OfficerLEEP Asset Management.
AeroLeads has found 1 work email signal at @pnc.com for Stefan Fencl, Cfa.
Stefan Fencl, Cfa is based in Charlotte Metro, United States.
Stefan Fencl, Cfa has worked for Pnc, First Citizens Bank, Newbridge Bank, Square 1 Asset Management, and Arboretum Asset Management, Inc..
You can use AeroLeads to view verified contact signals for Stefan Fencl, Cfa, including work email, phone, and LinkedIn data when available.
Stefan Fencl, Cfa holds Bachelor Of Arts, Political Science from Miami University.
Stefan Fencl, Cfa is listed with skills including Portfolio Management, Investments, Fixed Income, Asset Management, Investment Strategies, Investment Management, Economics, and Cash Management.
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