Profil
Mr. Kellen Foley, CFA, is a Director of Investment Management at FlexPATH Strategies LLC.
He is responsible for new business and product development.
He also serves on the flexPATH Investment Committee as an analyst in the Small Cap equity asset class.
He has over a decade of investment experience and helped create and launch flexPATH Strategies in 2015.
He received his undergraduate degree from Boston College.
Aktive Positionen von Kellen Foley
| Unternehmen | Position | Beginn |
|---|---|---|
FlexPATH Strategies LLC
 FlexPATH Strategies LLC Investment ManagersFinance flexPATH Strategies LLC (flexPATH) is a registered independent investment adviser headquartered in Aliso Viejo, California. The firm was founded in 2015 and do-business-as fiduciaryPATH Advisors. flexPATH creates and manages customized investment solutions for retirement plan fiduciaries and their employees. | Analyst-Equity | - |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
FlexPATH Strategies LLC
FlexPATH Strategies LLC Investment ManagersFinance flexPATH Strategies LLC (flexPATH) is a registered independent investment adviser headquartered in Aliso Viejo, California. The firm was founded in 2015 and do-business-as fiduciaryPATH Advisors. flexPATH creates and manages customized investment solutions for retirement plan fiduciaries and their employees. | Finance |
