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Benefit Generation Strategic Mod Consvt (0P0000UZA5)

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15.021 0.000 0.00%

27/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 28.94K

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0P0000UZA5 Overview

On this page you'll find an in-depth profile of Benefit Generation Strategic Mod Consvt. Learn about the key management, total assets, investment strategy and contact information of 0P0000UZA5 among other information.

Contact Information

Address Suite 100
Overland Park,KS 662111834
United States

Phone 913-319-0380

Fax 913-319-0381

Web benefittrust.com

Top Executives

Name	Title	Since	Until
Len Capristo	-	2014	Now
Eric M. Teal	Portfolio Manager	2011	2014
Biography	Eric is the Chief Investment Officer and Managing Partner of Queens Oak Advisors, a position he has held since August 2015. He has overall responsibility for the firm’s investment strategy and results. This includes overall responsibility for asset allocation and directing portfolio management, research, trading, planning, and risk management functions. Additionally, Eric helps oversee the strategic direction and growth of the firm. Previously, Eric was the Chief Investment Officer of a regional bank and led the organization’s Capital Management Group for over ten years. His responsibilities included the investment management and oversight of over $5.0 billion in assets under management. Eric was in charge of asset allocation, overall investment strategy and directly responsible for equity portfolio management. Formerly, Eric was Director of Equities for a Boston-based mutual fund company for nearly ten years and managed over $3.0 billion in institutional assets. Eric received his B.A. degree in Economics and International Studies from Rhodes College and MBA from the University of Memphis, where he was awarded a scholarship in Investments and Finance. He also studied at the London School of Economics. Eric holds the Series 65 license. He is frequently featured as an expert commentator on television and quoted in the local and national media on investing, the economy, and markets. Eric is President of the Alumni Executive Board for Rhodes College. He was also recently appointed by the UNC Board of Governors to serve on the UNC-TV Board of Trustees after serving as Chairman of the UNC-TV Foundation for six years.

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