AdvisorOne Funds - CLS Shelter Fund
Advisorone Funds
4020 South 147th Street
Omaha, NE 68137
866-811-0225
管理資訊
Grant Engelbart,自 2020年12月14日 起的牽頭經辦人
Grant Engelbart joined CLS in 2009. Mr. Engelbart currently serves as a manager on CLS’s aggressive mutual funds in addition to several ETF and mutual fund separate account strategies. Prior to joining CLS, he held positions at TD Ameritrade and State Street Corporation. Mr. Engelbart received his bachelor’s degree in finance from the University of Nebraska—Lincoln. He holds the Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation, and FINRA Series 65 license.