Aviance Team
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Chris Bertelsen Chris Bertelsen has 38 years of investment experience. Previously, Mr. Bertelsen was director of the value equity group for Phoenix Investment Counsel. He served as Chief Investment Officer at Dreman Value Advisors, and was a Senior Vice President with Eagle Asset Management. Mr. Bertelsen headed the equity investment department at Colonial Advisory Services, Inc. and managed The Colonial Fund. He also held positions with Batterymarch Financial Management, and State Street Bank & Trust Company. Mr. Bertelsen holds an M.B.A. and a B.A. in Economics and History from Boston University. |
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Michael J. Dixon As CEO, Mr Dixon is responsible for the Marketing, Financial and Back-office activities of AVIANCE. Mr. Dixon has a strong entrepreneurial background, having formed CBL, a UK-based software developer, in 1990. Prior to joining AVIANCE, Mr. Dixon founded and managed Global Financial Private Capital, a Retail RIA. Mr. Dixon earned a Bachelor of Science in Engineering, graduating with Honors, from The University of Bradford, England. |
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Edward C. Bertelsen As Portfolio Manager, Mr. Bertelsen is responsible for Fixed Income Management. As Compliance Officer, Mr. Bertelsen oversees execution of Aviance’s compliance. He is also responsible for a limited number of selected client relationships. Prior to joining Aviance, Mr. Bertelsen was a Senior Portfolio Manager with Salomon Smith Barney specializing in multi-sector fixed income investments and advising high net worth clients. Mr. Bertelsen was employed by Legg Mason Wood Walker as a Portfolio Manager, and by Raymond James Financial as a Vice President. He graduated with Honors from Albion College in 1993 with a B.A. in Economics and History. |
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Mark Belanian Mr. Belanian joined Aviance Capital Management as a senior trader in March 2006. Previously he was head trader and senior portfolio analyst for the Value Equity Investment team at Phoenix Investment Counsel. Mr. Belanian has a B.A. from Trinity College in Hartford, Connecticut. Mark holds the Series 7, 66, and 63 licenses.
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