Ian R. Goltra
Gestor de Cartera-Acciones en AXS Investments LLC .
Perfil
Ian R.
Goltra is currently a Portfolio Manager at AXS Investments LLC since 2022.
He was previously a Portfolio Manager at Orinda Asset Management LLC from 2016 to 2022.
Before that, he worked as a Senior Analyst at Forward Management LLC from 2009 to 2013, and as a Senior Analyst at Kensington Investment Group, Inc. from 1998 to 2009.
He also worked as a Vice President & Senior Financial Analyst at Textainer Equipment Management Ltd.
from 1993 to 1997.
Mr. Goltra received his undergraduate degree from San Francisco State University.
Cargos activos de Ian R. Goltra
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AXS Investments LLC
AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Gestor de Cartera-Acciones | 01/05/2022 |
Antiguos cargos conocidos de Ian R. Goltra.
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Orinda Asset Management LLC
Orinda Asset Management LLC Investment ManagersFinance Orinda Asset Management LLC (Orinda) is a hedge fund management firm headquartered in Lafayette, California. It was founded in 2010 by a group of seasoned investment professionals with significant experience in the financial services industry. The firm is a subsidiary of Orinda Investment Partners LLC. Orinda works exclusively with financial advisors to help lower risk in client portfolios through their alternative mutual fund platform. | Analyst-Equity | 01/05/2022 |
Kensington Investment Group, Inc.
Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | Director de Investigación - Acciones | 31/05/2009 |
Textainer Equipment Management Ltd.
Textainer Equipment Management Ltd. Finance/Rental/LeasingFinance Part of Textainer Group Holdings Ltd., Textainer Equipment Management Ltd. is a company that specializes in equipment rental and leasing. The company is based in San Francisco, CA. | Corporate Officer/Principal | 31/12/1997 |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Gestor de Cartera-Acciones | - |
Formación de Ian R. Goltra.
San Francisco State University | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 5 |
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Kensington Investment Group, Inc.
Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | Finance |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
Orinda Asset Management LLC
Orinda Asset Management LLC Investment ManagersFinance Orinda Asset Management LLC (Orinda) is a hedge fund management firm headquartered in Lafayette, California. It was founded in 2010 by a group of seasoned investment professionals with significant experience in the financial services industry. The firm is a subsidiary of Orinda Investment Partners LLC. Orinda works exclusively with financial advisors to help lower risk in client portfolios through their alternative mutual fund platform. | Finance |
Textainer Equipment Management Ltd.
Textainer Equipment Management Ltd. Finance/Rental/LeasingFinance Part of Textainer Group Holdings Ltd., Textainer Equipment Management Ltd. is a company that specializes in equipment rental and leasing. The company is based in San Francisco, CA. | Finance |
AXS Investments LLC
AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Finance |
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