Mitchell Eric Appel
Algemeen Directeur bij EULAV Asset Management
Profiel
Mr. Mitchell E.
Appel is an Independent Trustee at Forethought Variable Insurance Trust, a Chief Executive Officer & Chief Financial Officer at Eulav Securities LLC, a Chief Executive Officer at EULAV Asset Management and a President at Value Line Fund, Inc. He is on the Board of Directors at Forethought Variable Insurance Trust.
Mr. Appel is responsible for the long term strategy of the investment adviser and the Funds, in addition to the day to day management responsibilities of the firm.
One of his initial goals is to introduce the Value Line Funds to a wider investment audience, becoming a partner to RIAs, B/Ds, and retail investors.
Mr. Appel’s other roles in the organization include being a member of the Board of Directors for the Value Line Funds and a Trustee of EAM.
Mr. Appel was previously employed as a Chief Financial Officer by Circle Trust Co. and a Chief Financial Officer & Director by Value Line, Inc.
He received his undergraduate degree from the University of Massachusetts and an MBA from New York University.
Actieve functies van Mitchell Eric Appel
Bedrijven | Functie | Begin |
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EULAV Asset Management
EULAV Asset Management Investment ManagersFinance EULAV Asset Management (EAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm is a subsidiary of Value Line, Inc., which is owned by Arnold Bernhard & Co., Inc. EAM provides portfolio management services to individuals, trusts, estates and charitable organizations, corporate pension and profit-sharing plans, foundations and endowments, registered mutual funds. | Algemeen Directeur | 01-02-2009 |
Value Line Fund, Inc. | President | 20-07-2010 |
Forethought Variable Insurance Trust
Forethought Variable Insurance Trust Finance/Rental/LeasingFinance Forethought Variable Insurance Trust operates as an open-end management investment company. Its investment objective is to provide income and capital appreciation while seeking to manage volatility. Forethought Variable Insurance Trust was founded on June 17, 2013 and is headquartered in Indianapolis, IN. | Directeur/Bestuurslid | 17-06-2013 |
Eulav Securities LLC
Eulav Securities LLC Investment ManagersFinance Part of Arnold Bernhard & Co., Inc., Eulav Securities LLC is an American company that provides portfolio management and investment advisory services. The company is based in New York, NY. The company was founded in 2010. Mitchell Eric Appel has been the CEO of the company since 2011. | Algemeen Directeur | 01-01-2011 |
Eerdere bekende functies van Mitchell Eric Appel
Bedrijven | Functie | Einde |
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VALUE LINE, INC. | Financieel Directeur/CFO | 09-12-2010 |
Circle Trust Co.
Circle Trust Co. Investment Banks/BrokersFinance Chartered by the State of Connecticut in 1995, Circle Trust Company offers investment management, trust, custodial and administrative services to a range of institutions including corporations, sponsors and administrators of defined contribution retirement plans, community banks, charitable foundations and endowments and high net worth individuals. The firm is located in Stamford, connecticut and is a subsidiary of Orbitex-Saratoga Capital Management, LLC. | Financieel Directeur/CFO | 02-12-2005 |
Opleiding van Mitchell Eric Appel
New York University | Masters Business Admin |
University of Massachusetts | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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VALUE LINE, INC. | Consumer Services |
Bedrijven in privébezit | 5 |
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Circle Trust Co.
Circle Trust Co. Investment Banks/BrokersFinance Chartered by the State of Connecticut in 1995, Circle Trust Company offers investment management, trust, custodial and administrative services to a range of institutions including corporations, sponsors and administrators of defined contribution retirement plans, community banks, charitable foundations and endowments and high net worth individuals. The firm is located in Stamford, connecticut and is a subsidiary of Orbitex-Saratoga Capital Management, LLC. | Finance |
EULAV Asset Management
EULAV Asset Management Investment ManagersFinance EULAV Asset Management (EAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm is a subsidiary of Value Line, Inc., which is owned by Arnold Bernhard & Co., Inc. EAM provides portfolio management services to individuals, trusts, estates and charitable organizations, corporate pension and profit-sharing plans, foundations and endowments, registered mutual funds. | Finance |
Value Line Fund, Inc. | Miscellaneous |
Forethought Variable Insurance Trust
Forethought Variable Insurance Trust Finance/Rental/LeasingFinance Forethought Variable Insurance Trust operates as an open-end management investment company. Its investment objective is to provide income and capital appreciation while seeking to manage volatility. Forethought Variable Insurance Trust was founded on June 17, 2013 and is headquartered in Indianapolis, IN. | Finance |
Eulav Securities LLC
Eulav Securities LLC Investment ManagersFinance Part of Arnold Bernhard & Co., Inc., Eulav Securities LLC is an American company that provides portfolio management and investment advisory services. The company is based in New York, NY. The company was founded in 2010. Mitchell Eric Appel has been the CEO of the company since 2011. | Finance |