Steve Vannelli
Portfolio Manager-Equities at AXS Investments LLC
Profile
Mr. Steven C.
Vannelli, CFA, is a Portfolio Manager at AXS Investments LLC.
Prior to joining the Advisor in 2024.
Mr. Vannelli served as Managing Director and Chief Investment Officer of Knowledge Leaders Capital, LLC and was responsible for asset allocation and security selection decisions for the Predecessor Fund.
From 1995 to 2005, Mr. Vannelli worked for Alexander Capital Management Group, a money management firm, as Head of Equities.
He has over 26 years of portfolio management experience.
Mr. Vannelli graduated from the University of Denver in 1995 and earned his CFA designation in 1999.
Steve Vannelli active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 31/12/2023 |
Former positions of Steve Vannelli
| Companies | Position | End |
|---|---|---|
Knowledge Leaders Capital LLC
 Knowledge Leaders Capital LLC Investment ManagersFinance Knowledge Leaders Capital LLC (KL Capital) is a SEC-registered mutual fund manager headquartered in Denver, Colorado. The firm was founded by Steve Vannelli in 2006 under the original name of Gavekal Capital LLC. In 2023, they were acquired by AXS Investments LLC, ultimately owned by SR Partners LLC. KL Capital offers investment advisory services to individual and institutional clients through ETFs, mutual funds, and managed accounts. | Chief Executive Officer | 31/12/2023 |
Alexander Capital Management Group LLC
 Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Director of Research - Equity | 30/10/2005 |
Training of Steve Vannelli
| University of Denver | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Alexander Capital Management Group LLC
Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Finance |
Knowledge Leaders Capital LLC
Knowledge Leaders Capital LLC Investment ManagersFinance Knowledge Leaders Capital LLC (KL Capital) is a SEC-registered mutual fund manager headquartered in Denver, Colorado. The firm was founded by Steve Vannelli in 2006 under the original name of Gavekal Capital LLC. In 2023, they were acquired by AXS Investments LLC, ultimately owned by SR Partners LLC. KL Capital offers investment advisory services to individual and institutional clients through ETFs, mutual funds, and managed accounts. | 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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