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Iron Strategic Income Fund Institutional Class (IFUNX)
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9.67
0.00
0.00%
30/04 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 23.09M
Iron Strategic Income Institutional
9.67
0.00
0.00%
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IFUNX Overview
On this page you'll find an in-depth profile of Iron Strategic Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of IFUNX among other information.
Contact Information
Address
2960 Meridian St., Suite 300
Indianapolis,IN 46208
United States
Indianapolis,IN 46208
United States
Phone
877-322-0575
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joe Fanaro | Portfolio Manager | 2016 | 2021 |
| Biography | Mr. Fanaro is a trader and portfolio manager for IRON Financial’s Equity Derivatives and REIT strategies. Mr. Fanaro joined IRON Financial in 2012 and is also responsible for investment strategy research across asset classes including fixed income, equities, options and futures. Prior to joining IRON Financial, Mr. Fanaro worked in the futures industry as a Trader and Quantitative Analyst, where he researched, developed, executed and managed the risk of investment strategies. Mr. Fanaro worked extensively in the development of financial models to value derivatives and cash securities, covering both traditional and alternative investments. Mr. Fanaro received his M.B.A. with honors in Finance from DePaul University, Kellstadt Graduate School of Business and a Bachelor’s of Science from DePaul University’s College of Commerce. | ||
| Aaron Izenstark | Managing Director, Co-Founder and Chief Investment Officer | 2006 | 2021 |
| Biography | Aaron Izenstark Co-Founder and Chief Investment Officer Mr. Izenstark is a Co-Founder and Chief Investment Officer of IRON Financial. He is responsible for oversight of IRON’s investment management, research and trading capabilities and for the oversight and management of the firm’s approximately $2.3 Billion in current client assets. Since IRON’s founding in 1994, Mr. Izenstark’s focus has been on designing specialized Fixed Income and Equity strategies that seek to reduce portfolio volatility and downside risk while earning competitive returns through full market cycles. Under the guidance of Mr. Izenstark, the IRON organization has evolved from managing a small portfolio in 1994 to today managing assets for a range of Intermediary, Institutional and High Net Worth investors today. Prior to Co-Founding IRON Financial in 1994, Mr. Izenstark was a member of the Chicago Board of Trade and Chicago Mercantile Exchange where he specialized in the trading of Fixed Income and Equity derivatives. Mr. Izenstark began investing in High Yield fixed income securities in 1988 while a member of the Chicago Board of Trade (CBOT) – where he first developed the investment process that has evolved into the full investment methodology IRON uses presently in managing its high yield fixed income strategy. Mr. Izenstark received his Bachelor of Science in Business Administration from Indiana University and he holds the FINRA Series 2 and 65 licenses. | ||
| Ramesh Poola | Managing Director | 2016 | 2021 |
| Biography | Dr. Ramesh Poola, Ph.D., CFA Managing Director of Investment and Quantitative Research Dr. Ramesh Poola, Ph.D., CFA is the Managing Director of Investment and Quantitative Research for IRON Financial. Dr. Poola joined IRON Financial in 2009 and he heads and oversees all quantitative investment research, financial modeling, portfolio construction, and risk analysis for IRON's investment strategies across all asset classes. He also leads investment research for IRON Financial’s ERISA 3(38) Investment Fiduciary Corporate Retirement Services business. Prior to joining IRON, Dr. Poola was an Equities Research Analyst at Koch Quantitative Trading, LLC, a division of Koch Industries, where he was responsible for quantitative research; the development of new investment strategies; and the development and enhancement of advanced risk management practices. Previously, Dr. Poola was an Equity Research Analyst at Morningstar, LLC where he was responsible for fundamental equity research coverage in the diversified industrial sector. He conceived and organized Morningstar's first stock conference, "The Management Behind the Moat.“. Previously, Dr. Poola spent six years in advanced engineering research and development at General Motors Corporation and six years as a leading researcher at Argonne National Laboratory. Dr. Poola was awarded eleven U.S. Patents and authored/co-authored over 60 scholarly technical papers in leading peer-reviewed journals. Also, he was a recipient of GM’s “Outstanding Achievement Award” for exemplary leadership and excellence and was a three-time recipient of the “Argonne Director’s Award,” – the highest award provided by Argonne for outstanding achievements and research contributions. He was also a recipient of the “R&D 100” award from R&D magazine. | ||
| Edward Connolly | Portfolio Manager | 2016 | 2021 |
| Biography | Mr. Ted Connolly is a trader and portfolio manager for a series of strategies for IRON Financial, LLC . Mr. Connolly joined IRON Financial, LLC in 2006 and has responsibility for overseeing the global and domestic option overlay strategies for Separately Managed Accounts at IRON Financial, LLC . In addition, Mr. Connolly has responsibility for fixed income strategies incorporating the use of corporate, government, municipal and convertible securities. Prior to joining IRON Financial, LLC , Mr. Connolly worked for several market making firms at the Chicago Board Options Exchange and the Chicago Board of Trade. During this time, Mr. Connolly was responsible for the administrative start-up of a yield curve trading group trading futures to hedge option trades as well as trading the daily and overnight gamma for open option positions. Mr. Connolly earned a Bachelor of Arts in Economics from Connecticut College and holds the FINRA Series 65 license. | ||
| Daniel Sternberg | Portfolio Manager | 2006 | 2018 |
| Biography | Mr. Sternberg is the Co-Portfolio Manager of the IRON Strategic Income Fund. Mr. Sternberg joined IRON Financial in 2002 and has been responsible for investment research, trading and portfolio management on the IRON Strategic Income Fund since its inception in October 2006. Prior to Co-Managing the IRON Strategic Income Fund, Mr. Sternberg was responsible for fixed income trading and investment research for fixed income separate accounts at IRON Financial. Mr. Sternberg received a Bachelor of Science degree in Finance from Ithaca College and holds the FINRA Series 65 license. He has been a member of the Investment Advisory Board for the Ithaca Real-Time Fund since its inception in 2008. The fund provides undergraduate students a valuable opportunity to manage real money in an active stock portfolio. Additionally, Mr. Sternberg has been Treasurer of the Board for the Chicago Mosaic School since 2010. | ||
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