5299 DTC Boulevard
Greenwood Village , CO 80111
Main Phone: 303-790-1600
Mutual Fund Brand(s)
Icon Mutual Funds
SEC Fund Filings by CIK
Former University of Denver finance professor Craig Callahan launched
Meridian Investment Management, the predecessor to Icon Advisers,
in 1986 with one of his students. The company entered the mutual fund
business in 1997.
Employing a quantitative, value-based approach, Icon offers manages 17 mutual funds, including nine sector funds.
On January 1, 2004, Meridian Investment Management changed its name
to Icon Advisers.
In January 2010, Icon brought on board Steve Moran as its new head of sales and marketing.
Moran replaces Steve Holmes, who has moved on from the company.
On January 3, 2011, company founder and president Callahan returned to
active management of two funds, taking the reins at the Icon Core Equity and Long/Short funds.
Founder and President, Icon Advisers
Executive Vice President, Chief Financial Officer , Icon
Senior Vice President, Chief Investment Officer , Icon Advisers
Vice President, Chief Operations Officer and Chief Compliance Officer , Icon Funds
Director, Institutional Sales Manager--West Region, Bank of America
Associate General Counsel, Icon
Chief Sales & Marketing Officer; Media Relations Representative, ICON Funds
Senior Vice President, Internal Sales Desk Manager, ICON Funds
Vice President, National Accounts Manager, ICON Funds
Director of Marketing, ICON Funds
Regional Vice President of the West Coast, ICON Funds
Regional Vice President of the Northeast, ICON Funds
Regional Vice President of the Midwest and Western US Sales Manager, ICON Funds
Regional Vice President of the Southwest, ICON Funds
Regional Vice President of the Southeast, ICON Funds
Regional Sales Consultant of the Great Lakes, ICON Funds