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MFWire: Icon Mutual Funds
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Icon Funds
5299 DTC Boulevard
Suite 1200
Greenwood Village , CO  80111
Google Maps

Main Phone: 303-790-1600
Web Site: http://www.iconadvisers.com

Mutual Fund Brand(s)
Icon Mutual Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    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.
    Sponsored Opportunities

    Key People:
    Craig Callahan
    Founder and President, Icon Advisers
    Erik Jonson
    Executive Vice President, Chief Financial Officer , Icon
    Robert Straus
    Senior Vice President, Chief Investment Officer , Icon Advisers
    Carrie Schoffman
    Vice President, Chief Operations Officer and Chief Compliance Officer , Icon Funds
    Steve Moran
    Director, Institutional Sales Manager--West Region, Bank of America
    Stephen Abrams
    Associate General Counsel, Icon
    Brian Callahan
    Chief Sales & Marketing Officer; Media Relations Representative, ICON Funds
    Annie Mathey
    Senior Vice President, Internal Sales Desk Manager, ICON Funds
    Brian Rotter
    Vice President, National Accounts Manager, ICON Funds
    David Dougherty
    Director of Marketing, ICON Funds
    Drew Larson
    Regional Vice President of the West Coast, ICON Funds
    Sean Reardon
    Regional Vice President of the Northeast, ICON Funds
    John Letheby
    Regional Vice President of the Midwest and Western US Sales Manager, ICON Funds
    Eddie Montanez
    Regional Vice President of the Southwest, ICON Funds
    Jim Warfield
    Regional Vice President of the Southeast, ICON Funds
    Leslie Grant
    Regional Sales Consultant of the Great Lakes, ICON Funds
    Story Archive for Icon Funds
    Published On Story Headline Publication
    8/19/2020 47 Percent of Micro Fund Firms Gain 2020 Inflows MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/13/2020 One CO Firm Buys Another's Funds MFWire.com
    8/5/2019 ICON Layoffs Leave a VP Job Hunting MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    1/9/2019 A CO Fundster GC Retires MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    12/7/2016 Follow the Fundsters - December 7, 2016 MFWire.com
    1/2/2013 Wholesaler Sought to Generate $50M of Gross Sales in Great Lakes Region MFWire.com
    9/2/2010 Quant Funds Lag Those with a Human Touch MFWire.com
    2/12/2010 A Denver Fund Firm Hires a New Sales Head MFWire.com
    1/6/2010 WSJ Forecasts Mutual Fund Sun With a Chance of Clouds in '10 MFWire.com
    6/27/2007 ICON Adds Two to Sales Team MFWire.com
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